{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Florida", "filters": {}, "scope_total": 638, "faq": [ { "q": "How many financial advisory firms are there in Florida?", "a": "AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Florida?", "a": "638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Florida offer financial planning?", "a": "1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Florida fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Florida who are paid only by client fees. AdvisorCensus lists 638 investment advisory firms with a principal office in Florida that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Florida: 638 firms from Form ADV filings as of October 2026.", "total_firms": 638, "page": 2, "total_pages": 13, "sort": "name", "registration_types": { "sec": 228, "state": 410, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 638 }, { "code": "percentage_of_aum", "count": 588 }, { "code": "hourly", "count": 243 }, { "code": "subscription", "count": 12 }, { "code": "fixed", "count": 293 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 252 }, { "code": "5_to_9", "count": 143 }, { "code": "10_to_19", "count": 147 }, { "code": "20_plus", "count": 96 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 254 }, { "code": "25m_100m", "count": 135 }, { "code": "100m_500m", "count": 144 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 28 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 43 } ], "firms": [ { "crd_number": 337357, "name": "AVL Advisory LLC", "name_as_filed": "AVL ADVISORY LLC", "url": "https://advisorcensus.com/firm/avl-advisory-llc-daytona-beach-fl-337357", "city": "Daytona Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 149611, "name": "Azure Financial Advisors LLC", "name_as_filed": "AZURE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/azure-financial-advisors-llc-149611", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139610, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-hollywood-fl-139610", "city": "Hollywood", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145919, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110295, "name": "B&C Financial Advisors", "name_as_filed": "B&C FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323286, "name": "BAF Advisors Corp", "name_as_filed": "BAF ADVISORS CORP", "url": "https://advisorcensus.com/firm/baf-advisors-corp-miami-fl-323286", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 123204, "name": "Banyan Asset Management, Inc.", "name_as_filed": "BANYAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/banyan-asset-management-inc-naples-fl-123204", "city": "Naples", "state": "FL", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289419, "name": "Basile Financial Group, Inc.", "name_as_filed": "BASILE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419", "city": "Palm Harbor", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333420, "name": "Bastion Fiduciary", "name_as_filed": "BASTION FIDUCIARY", "url": "https://advisorcensus.com/firm/bastion-fiduciary-islamorada-fl-333420", "city": "Islamorada", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304334, "name": "Bates Real Estate and Financial Advisory Services", "name_as_filed": "BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/bates-real-estate-and-financial-advisory-services-304334", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144191, "name": "Bayshore Wealth Advisors", "name_as_filed": "BAYSHORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/bayshore-wealth-advisors-coral-gables-fl-144191", "city": "Coral Gables", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329073, "name": "Bayview Financial Planning", "name_as_filed": "BAYVIEW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331633, "name": "Beckham Financial, LLC", "name_as_filed": "BECKHAM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/beckham-financial-llc-331633", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318378, "name": "Bedinghaus Financial Group, Inc", "name_as_filed": "BEDINGHAUS FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378", "city": "Clearwater", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329476, "name": "Bella Capital", "name_as_filed": "BELLA CAPITAL", "url": "https://advisorcensus.com/firm/bella-capital-miami-fl-329476", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290882, "name": "Belleair Asset Management, LLC", "name_as_filed": "BELLEAIR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882", "city": "Belleair Bluffs", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331545, "name": "Benowitz Wealth Management", "name_as_filed": "BENOWITZ WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/benowitz-wealth-management-331545", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 292194, "name": "Benson Avenue Capital, LLC", "name_as_filed": "BENSON AVENUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/benson-avenue-capital-llc-292194", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 221526, "name": "Best Financial Life", "name_as_filed": "BEST FINANCIAL LIFE", "url": "https://advisorcensus.com/firm/best-financial-life-melbourne-beach-fl-221526", "city": "Melbourne Beach", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 241793, "name": "BFA Wealth Management", "name_as_filed": "BFA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326931, "name": "Big Blue Investors, LLC", "name_as_filed": "BIG BLUE INVESTORS, LLC", "url": "https://advisorcensus.com/firm/big-blue-investors-llc-ft-lauderdale-fl-326931", "city": "Ft. Lauderdale", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150240, "name": "Bionic Capital", "name_as_filed": "BIONIC CAPITAL", "url": "https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240", "city": "St. Petersburg", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289853, "name": "Black Raven Investments, LLC", "name_as_filed": "BLACK RAVEN INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/black-raven-investments-llc-celebration-fl-289853", "city": "Celebration", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332078, "name": "Blade Financial", "name_as_filed": "BLADE FINANCIAL", "url": "https://advisorcensus.com/firm/blade-financial-tampa-fl-332078", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226546, "name": "Blanken Management Corp", "name_as_filed": "BLANKEN MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/blanken-management-corp-226546", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317306, "name": "Bloom Investment", "name_as_filed": "BLOOM INVESTMENT", "url": "https://advisorcensus.com/firm/bloom-investment-orlando-fl-317306", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323213, "name": "Blue Compass Wealth Management, LLC", "name_as_filed": "BLUE COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-compass-wealth-management-llc-brandon-fl-323213", "city": "Brandon", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329245, "name": "Blue Infinitas Capital, LLC", "name_as_filed": "BLUE INFINITAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-infinitas-capital-llc-miami-fl-329245", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297188, "name": "Blue Line Capital Advisors", "name_as_filed": "BLUE LINE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/blue-line-capital-advisors-palm-beach-gardens-fl-297188", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107833, "name": "Blue Ocean Capital", "name_as_filed": "BLUE OCEAN CAPITAL", "url": "https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833", "city": "West Palm Beach", "state": "FL", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149904, "name": "Bluefin Investment Management, LLC", "name_as_filed": "BLUEFIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluefin-investment-management-llc-ponte-vedra-beach-fl-149904", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337253, "name": "Bluestar Wealth Management", "name_as_filed": "BLUESTAR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bluestar-wealth-management-lake-mary-fl-337253", "city": "Lake Mary", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108038, "name": "Boca Wealth Advisors", "name_as_filed": "BOCA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038", "city": "Boca Raton", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169206, "name": "Borrero Investment Management, LLC", "name_as_filed": "BORRERO INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/borrero-investment-management-llc-169206", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152166, "name": "Bounds & Company, LLC", "name_as_filed": "BOUNDS & COMPANY, LLC", "url": "https://advisorcensus.com/firm/bounds-and-company-llc-152166", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105153, "name": "Bowen, Hanes & Co Inc", "name_as_filed": "BOWEN, HANES & CO INC", "url": "https://advisorcensus.com/firm/bowen-hanes-and-co-inc-ponte-vedra-beach-fl-105153", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159827, "name": "BRC Management LLC", "name_as_filed": "BRC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brc-management-llc-159827", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283974, "name": "Brickell Financial Group LLC", "name_as_filed": "BRICKELL FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140972, "name": "Bright Asset Management", "name_as_filed": "BRIGHT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/bright-asset-management-venice-fl-140972", "city": "Venice", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338288, "name": "Brightside Capital Partners LLC", "name_as_filed": "BRIGHTSIDE CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/brightside-capital-partners-llc-lantana-fl-338288", "city": "Lantana", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169806, "name": "Brightwater Advisory, LLC", "name_as_filed": "BRIGHTWATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125482, "name": "Brigman Wealth Management", "name_as_filed": "BRIGMAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brigman-wealth-management-jacksonville-fl-125482", "city": "Jacksonville", "state": "FL", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142505, "name": "Broadreach Capital, LLC", "name_as_filed": "BROADREACH CAPITAL, LLC", "url": "https://advisorcensus.com/firm/broadreach-capital-llc-142505", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130311, "name": "Broadstreet Financial Advisers LLC", "name_as_filed": "BROADSTREET FINANCIAL ADVISERS LLC", "url": "https://advisorcensus.com/firm/broadstreet-financial-advisers-llc-ormond-beach-fl-130311", "city": "Ormond Beach", "state": "FL", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137453, "name": "Bull & Bear Capital Advisors, LLC", "name_as_filed": "BULL & BEAR CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bull-and-bear-capital-advisors-llc-jacksonville-fl-137453", "city": "Jacksonville", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110164, "name": "Burgess Chambers & Associates Inc", "name_as_filed": "BURGESS CHAMBERS & ASSOCIATES INC", "url": "https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164", "city": "Orlando", "state": "FL", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283068, "name": "Cadalyst, LLC", "name_as_filed": "CADALYST, LLC", "url": "https://advisorcensus.com/firm/cadalyst-llc-283068", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113784, "name": "Camarda Wealth Advisory Group", "name_as_filed": "CAMARDA WEALTH ADVISORY GROUP", "url": "https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784", "city": "Fleming Island", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142086, "name": "Campbell & Associates", "name_as_filed": "CAMPBELL & ASSOCIATES", "url": "https://advisorcensus.com/firm/campbell-and-associates-winter-haven-fl-142086", "city": "Winter 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