{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/3", "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": 3, "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": 142889, "name": "Campbell Financial Partners, LLC", "name_as_filed": "CAMPBELL FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889", "city": "Fort Myers", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142243, "name": "Campbell Williams, Inc.", "name_as_filed": "CAMPBELL WILLIAMS, INC.", "url": "https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243", "city": "Coral Gables", "state": "FL", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332526, "name": "Cantata Wealth Management, LLC", "name_as_filed": "CANTATA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108215, "name": "Capital Assets", "name_as_filed": "CAPITAL ASSETS", "url": "https://advisorcensus.com/firm/capital-assets-108215", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334167, "name": "Capital Markets Services, LLC", "name_as_filed": "CAPITAL MARKETS SERVICES, LLC", "url": "https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 150764, "name": "Capital Wealth Planning, LLC", "name_as_filed": "CAPITAL WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/capital-wealth-planning-llc-naples-fl-150764", "city": "Naples", "state": "FL", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329915, "name": "Capital Wise Advisory", "name_as_filed": "CAPITAL WISE ADVISORY", "url": "https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915", "city": "Wesley Chapel", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173319, "name": "Capview Advisors, LLC.", "name_as_filed": "CAPVIEW ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307600, "name": "Cardea Capital Advisors, LLC", "name_as_filed": "CARDEA CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600", "city": "Vero Beach", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131528, "name": "Carl Domino Inc.", "name_as_filed": "CARL DOMINO INC.", "url": "https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528", "city": "West Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143516, "name": "Carpenter, Claydon Advisors, Inc.", "name_as_filed": "CARPENTER, CLAYDON ADVISORS, INC.", "url": "https://advisorcensus.com/firm/carpenter-claydon-advisors-inc-maitland-fl-143516", "city": "Maitland", "state": "FL", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142685, "name": "Caruso and Company, P.A., Certified Public Accountants", "name_as_filed": "CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS", "url": "https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685", "city": "Deerfield Beach", "state": "FL", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323176, "name": "Cassandra Smalley Wealth Management", "name_as_filed": "CASSANDRA SMALLEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cassandra-smalley-wealth-management-323176", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111446, "name": "Cassedy Financial Group, Inc.", "name_as_filed": "CASSEDY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118364, "name": "Castle Wealth Management", "name_as_filed": "CASTLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364", "city": "Boynton Beach", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311325, "name": "Cavan Capital Management LLC", "name_as_filed": "CAVAN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cavan-capital-management-llc-naples-fl-311325", "city": "Naples", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286538, "name": "Ceeto Capital Group, LLC", "name_as_filed": "CEETO CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148040, "name": "Cela Wealth Management", "name_as_filed": "CELA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290667, "name": "Certified Planning Services, LLC", "name_as_filed": "CERTIFIED PLANNING SERVICES, LLC", "url": "https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290893, "name": "Channing Global Advisors, LLC", "name_as_filed": "CHANNING GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323675, "name": "Charles Kasner Registered Investment Advisor LLC", "name_as_filed": "CHARLES KASNER REGISTERED INVESTMENT ADVISOR LLC", "url": "https://advisorcensus.com/firm/charles-kasner-registered-investment-advisor-llc-323675", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306396, "name": "Chipser Wealth Management, LLC", "name_as_filed": "CHIPSER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396", "city": "Destin", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308286, "name": "Chiron Capital Management, LLC", "name_as_filed": "CHIRON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chiron-capital-management-llc-tallahassee-fl-308286", "city": "Tallahassee", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338579, "name": "Ciaston Financial Group LLC", "name_as_filed": "CIASTON FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/ciaston-financial-group-llc-338579", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332022, "name": "Cibao Wealth Management", "name_as_filed": "CIBAO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cibao-wealth-management-332022", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336646, "name": "Cima Sports & Wealth Management Inc", "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282405, "name": "Clarity Capital Advisors, LLC", "name_as_filed": "CLARITY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405", "city": "Lakewood Ranch", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 316258, "name": "Clarity Financial Design", "name_as_filed": "CLARITY FINANCIAL DESIGN", "url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258", "city": "Sarasota", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172321, "name": "Clark Financial Planning Services LLC", "name_as_filed": "CLARK FINANCIAL PLANNING SERVICES LLC", "url": "https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321", "city": "Coconut Creek", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157531, "name": "Clearshares LLC", "name_as_filed": "CLEARSHARES LLC", "url": "https://advisorcensus.com/firm/clearshares-llc-marco-island-fl-157531", "city": "Marco Island", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340492, "name": "Clearview 401K Advisors", "name_as_filed": "CLEARVIEW 401K ADVISORS", "url": "https://advisorcensus.com/firm/clearview-401k-advisors-340492", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327315, "name": "Clout Capital", "name_as_filed": "CLOUT CAPITAL", "url": "https://advisorcensus.com/firm/clout-capital-miami-fl-327315", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336813, "name": "CMA Advisors, Inc.", "name_as_filed": "CMA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cma-advisors-inc-336813", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331518, "name": "Coastal Equity Management, LLC", "name_as_filed": "COASTAL EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/coastal-equity-management-llc-pensacola-fl-331518", "city": "Pensacola", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108642, "name": "Colbert Investment Management Co", "name_as_filed": "COLBERT INVESTMENT MANAGEMENT CO", "url": "https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642", "city": "Miami", "state": "FL", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153074, "name": "Common Cents Wealth Management, LLC", "name_as_filed": "COMMON CENTS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074", "city": "Pembroke Pines", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125186, "name": "Compass Financial Group, Inc.", "name_as_filed": "COMPASS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186", "city": "Deerfield Beach", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298776, "name": "Compound Family Offices, LLC", "name_as_filed": "COMPOUND FAMILY OFFICES, LLC", "url": "https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314503, "name": "Concierge Financial Advisor LLC", "name_as_filed": "CONCIERGE FINANCIAL ADVISOR LLC", "url": "https://advisorcensus.com/firm/concierge-financial-advisor-llc-314503", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148611, "name": "Conservation Capital, LLC", "name_as_filed": "CONSERVATION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/conservation-capital-llc-148611", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314869, "name": "Contemporary Financial Planning", "name_as_filed": "CONTEMPORARY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148472, "name": "Convergence Investment Partners, LLC", "name_as_filed": "CONVERGENCE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286061, "name": "Copper Canyon LLC", "name_as_filed": "COPPER CANYON LLC", "url": "https://advisorcensus.com/firm/copper-canyon-llc-286061", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174386, "name": "Core Wealth Advisors, Inc.", "name_as_filed": "CORE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386", "city": "Lakeland", "state": "FL", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162870, "name": "Core Wealth Management, Inc.", "name_as_filed": "CORE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870", "city": "Jupiter", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327154, "name": "Cornerstone Investment Services", "name_as_filed": "CORNERSTONE INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/cornerstone-investment-services-327154", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143671, "name": "Courtesy Investment Advisory Services LLC", "name_as_filed": "COURTESY INVESTMENT ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671", "city": "Deerfield Beach", "state": "FL", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114383, "name": "CPA Group Investment Management, LLC", "name_as_filed": "CPA GROUP INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cpa-group-investment-management-llc-panama-city-fl-114383", "city": "Panama City", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144888, "name": "CPA Investment Solutions, Inc.", "name_as_filed": "CPA INVESTMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888", "city": "Sarasota", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330284, "name": "CPA Synced Financial", "name_as_filed": "CPA SYNCED FINANCIAL", "url": "https://advisorcensus.com/firm/cpa-synced-financial-330284", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "fee_pages": [ { "path": "/advisors/fl/flat-fee", "label": "Flat-fee financial advisors in Florida", "firm_count": 995 }, { "path": "/advisors/fl/hourly", "label": "Hourly financial advisors in Florida", "firm_count": 789 } ], "metro_fee_pages": [ { "path": "/advisors/fl/miami/fee-only", "firm_count": 178, "label": "Fee-only financial advisors in Miami, FL" }, { "path": "/advisors/fl/tampa/fee-only", "firm_count": 56, "label": "Fee-only financial advisors in Tampa, FL" }, { "path": "/advisors/fl/jacksonville/fee-only", "firm_count": 47, "label": "Fee-only financial advisors in Jacksonville, FL" }, { "path": "/advisors/fl/orlando/fee-only", "firm_count": 38, "label": "Fee-only financial advisors in Orlando, FL" }, { "path": "/advisors/fl/north-port/fee-only", "firm_count": 36, "label": "Fee-only financial advisors in North Port, FL" }, { "path": "/advisors/fl/naples/fee-only", "firm_count": 22, "label": "Fee-only financial advisors in Naples, FL" }, { "path": "/advisors/fl/cape-coral/fee-only", "firm_count": 11, "label": "Fee-only financial advisors in Cape Coral, FL" }, { "path": "/advisors/fl/palm-bay/fee-only", "firm_count": 9, "label": "Fee-only financial advisors in Palm Bay, FL" }, { "path": "/advisors/fl/port-st-lucie/fee-only", "firm_count": 9, "label": "Fee-only financial advisors in Port St. Lucie, FL" }, { "path": "/advisors/fl/deltona/fee-only", "firm_count": 8, "label": "Fee-only financial advisors in Deltona, FL" }, { "path": "/advisors/fl/gainesville/fee-only", "firm_count": 5, "label": "Fee-only financial advisors in Gainesville, FL" }, { "path": "/advisors/fl/sebastian/fee-only", "firm_count": 5, "label": "Fee-only financial advisors in Sebastian, FL" }, { "path": "/advisors/fl/crestview/fee-only", "firm_count": 4, "label": "Fee-only financial advisors in Crestview, FL" }, { "path": "/advisors/fl/lakeland/fee-only", "firm_count": 4, "label": "Fee-only financial advisors in Lakeland, FL" }, { "path": "/advisors/fl/pensacola/fee-only", "firm_count": 4, "label": "Fee-only financial advisors in Pensacola, FL" }, { "path": "/advisors/fl/tallahassee/fee-only", "firm_count": 4, "label": "Fee-only financial advisors in Tallahassee, FL" }, { "path": "/advisors/fl/ocala/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Ocala, FL" }, { "path": "/advisors/fl/panama-city/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Panama City, FL" }, { "path": "/advisors/fl/sebring/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Sebring, FL" }, { "path": "/advisors/fl/punta-gorda/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Punta Gorda, FL" }, { "path": "/advisors/fl/wildwood/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Wildwood, FL" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }