# Fee-only financial advisors in Florida

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/fee-only/page/3

## At a glance

- Investment advisory firms: 638
- Registration: SEC-registered investment adviser: 228, State-registered investment adviser: 410
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 638 (100%); Percentage of assets 588 (92%); Hourly charges 243 (38%); Subscription fees (newsletter or periodical) 12 (2%); Fixed fees 293 (46%)
- Regulatory assets under management (Item 5.F): Under $25 million 254 (40%); $25 million to $100 million 135 (21%); $100 million to $500 million 144 (23%); $500 million to $1 billion 29 (5%); $1 billion to $5 billion 28 (4%); Over $5 billion 5 (1%); Not reported 43 (7%)
- Years registered: Under 5 years 252 (39%); 5 to 9 years 143 (22%); 10 to 19 years 147 (23%); 20 years or more 96 (15%)

## Firms (page 3 of 13, 101 to 150 of 638, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Campbell Financial Partners, LLC](https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889) ([md](https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889.md)) | 142889 | Fort Myers, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Campbell Williams, Inc.](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243) ([md](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243.md)) | 142243 | Coral Gables, FL | State-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Cantata Wealth Management, LLC](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526) ([md](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526.md)) | 332526 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Capital Assets](https://advisorcensus.com/firm/capital-assets-108215) ([md](https://advisorcensus.com/firm/capital-assets-108215.md)) | 108215 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Capital Markets Services, LLC](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167) ([md](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167.md)) | 334167 | Sarasota, FL | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Capital Wealth Planning, LLC](https://advisorcensus.com/firm/capital-wealth-planning-llc-naples-fl-150764) ([md](https://advisorcensus.com/firm/capital-wealth-planning-llc-naples-fl-150764.md)) | 150764 | Naples, FL | SEC-registered investment adviser | Over $5 billion | 17 | % of assets |
| [Capital Wise Advisory](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915) ([md](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915.md)) | 329915 | Wesley Chapel, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Capview Advisors, LLC.](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319) ([md](https://advisorcensus.com/firm/capview-advisors-llc-coral-gables-fl-173319.md)) | 173319 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Cardea Capital Advisors, LLC](https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600) ([md](https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600.md)) | 307600 | Vero Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Carl Domino Inc.](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528) ([md](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528.md)) | 131528 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Carpenter, Claydon Advisors, Inc.](https://advisorcensus.com/firm/carpenter-claydon-advisors-inc-maitland-fl-143516) ([md](https://advisorcensus.com/firm/carpenter-claydon-advisors-inc-maitland-fl-143516.md)) | 143516 | Maitland, FL | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Caruso and Company, P.A., Certified Public Accountants](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685) ([md](https://advisorcensus.com/firm/caruso-and-company-p-a-certified-public-accountants-deerfield-beach-fl-142685.md)) | 142685 | Deerfield Beach, FL | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Cassandra Smalley Wealth Management](https://advisorcensus.com/firm/cassandra-smalley-wealth-management-323176) ([md](https://advisorcensus.com/firm/cassandra-smalley-wealth-management-323176.md)) | 323176 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Cassedy Financial Group, Inc.](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446) ([md](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446.md)) | 111446 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Castle Wealth Management](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364) ([md](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364.md)) | 118364 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Cavan Capital Management LLC](https://advisorcensus.com/firm/cavan-capital-management-llc-naples-fl-311325) ([md](https://advisorcensus.com/firm/cavan-capital-management-llc-naples-fl-311325.md)) | 311325 | Naples, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Ceeto Capital Group, LLC](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538) ([md](https://advisorcensus.com/firm/ceeto-capital-group-llc-coral-gables-fl-286538.md)) | 286538 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Cela Wealth Management](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040) ([md](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040.md)) | 148040 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Certified Planning Services, LLC](https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667) ([md](https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667.md)) | 290667 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Channing Global Advisors, LLC](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893) ([md](https://advisorcensus.com/firm/channing-global-advisors-llc-fort-lauderdale-fl-290893.md)) | 290893 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Charles Kasner Registered Investment Advisor LLC](https://advisorcensus.com/firm/charles-kasner-registered-investment-advisor-llc-323675) ([md](https://advisorcensus.com/firm/charles-kasner-registered-investment-advisor-llc-323675.md)) | 323675 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Chipser Wealth Management, LLC](https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396) ([md](https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396.md)) | 306396 | Destin, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Chiron Capital Management, LLC](https://advisorcensus.com/firm/chiron-capital-management-llc-tallahassee-fl-308286) ([md](https://advisorcensus.com/firm/chiron-capital-management-llc-tallahassee-fl-308286.md)) | 308286 | Tallahassee, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Ciaston Financial Group LLC](https://advisorcensus.com/firm/ciaston-financial-group-llc-338579) ([md](https://advisorcensus.com/firm/ciaston-financial-group-llc-338579.md)) | 338579 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Cibao Wealth Management](https://advisorcensus.com/firm/cibao-wealth-management-332022) ([md](https://advisorcensus.com/firm/cibao-wealth-management-332022.md)) | 332022 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Cima Sports & Wealth Management Inc](https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646) ([md](https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646.md)) | 336646 | Lutz, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Clarity Capital Advisors, LLC](https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405) ([md](https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405.md)) | 282405 | Lakewood Ranch, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee |
| [Clarity Financial Design](https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258) ([md](https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258.md)) | 316258 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Clark Financial Planning Services LLC](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321) ([md](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321.md)) | 172321 | Coconut Creek, FL | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Clearshares LLC](https://advisorcensus.com/firm/clearshares-llc-marco-island-fl-157531) ([md](https://advisorcensus.com/firm/clearshares-llc-marco-island-fl-157531.md)) | 157531 | Marco Island, FL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Clearview 401K Advisors](https://advisorcensus.com/firm/clearview-401k-advisors-340492) ([md](https://advisorcensus.com/firm/clearview-401k-advisors-340492.md)) | 340492 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Clout Capital](https://advisorcensus.com/firm/clout-capital-miami-fl-327315) ([md](https://advisorcensus.com/firm/clout-capital-miami-fl-327315.md)) | 327315 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [CMA Advisors, Inc.](https://advisorcensus.com/firm/cma-advisors-inc-336813) ([md](https://advisorcensus.com/firm/cma-advisors-inc-336813.md)) | 336813 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Coastal Equity Management, LLC](https://advisorcensus.com/firm/coastal-equity-management-llc-pensacola-fl-331518) ([md](https://advisorcensus.com/firm/coastal-equity-management-llc-pensacola-fl-331518.md)) | 331518 | Pensacola, FL | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Colbert Investment Management Co](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642) ([md](https://advisorcensus.com/firm/colbert-investment-management-co-miami-fl-108642.md)) | 108642 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [Common Cents Wealth Management, LLC](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074) ([md](https://advisorcensus.com/firm/common-cents-wealth-management-llc-pembroke-pines-fl-153074.md)) | 153074 | Pembroke Pines, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186.md)) | 125186 | Deerfield Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Compound Family Offices, LLC](https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776) ([md](https://advisorcensus.com/firm/compound-family-offices-llc-sarasota-fl-298776.md)) | 298776 | Sarasota, FL | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Concierge Financial Advisor LLC](https://advisorcensus.com/firm/concierge-financial-advisor-llc-314503) ([md](https://advisorcensus.com/firm/concierge-financial-advisor-llc-314503.md)) | 314503 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Conservation Capital, LLC](https://advisorcensus.com/firm/conservation-capital-llc-148611) ([md](https://advisorcensus.com/firm/conservation-capital-llc-148611.md)) | 148611 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Contemporary Financial Planning](https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869) ([md](https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869.md)) | 314869 | Jacksonville, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Convergence Investment Partners, LLC](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472) ([md](https://advisorcensus.com/firm/convergence-investment-partners-llc-palm-beach-gardens-fl-148472.md)) | 148472 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [Copper Canyon LLC](https://advisorcensus.com/firm/copper-canyon-llc-286061) ([md](https://advisorcensus.com/firm/copper-canyon-llc-286061.md)) | 286061 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Core Wealth Advisors, Inc.](https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386) ([md](https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386.md)) | 174386 | Lakeland, FL | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Core Wealth Management, Inc.](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870) ([md](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870.md)) | 162870 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Cornerstone Investment Services](https://advisorcensus.com/firm/cornerstone-investment-services-327154) ([md](https://advisorcensus.com/firm/cornerstone-investment-services-327154.md)) | 327154 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [Courtesy Investment Advisory Services LLC](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671) ([md](https://advisorcensus.com/firm/courtesy-investment-advisory-services-llc-deerfield-beach-fl-143671.md)) | 143671 | Deerfield Beach, FL | State-registered investment adviser | Not reported | 18 | % of assets |
| [CPA Group Investment Management, LLC](https://advisorcensus.com/firm/cpa-group-investment-management-llc-panama-city-fl-114383) ([md](https://advisorcensus.com/firm/cpa-group-investment-management-llc-panama-city-fl-114383.md)) | 114383 | Panama City, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [CPA Investment Solutions, Inc.](https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888) ([md](https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888.md)) | 144888 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [CPA Synced Financial](https://advisorcensus.com/firm/cpa-synced-financial-330284) ([md](https://advisorcensus.com/firm/cpa-synced-financial-330284.md)) | 330284 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Florida?**
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.

**How many fee-only financial advisors are in Florida?**
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.

**How many financial advisors in Florida offer financial planning?**
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.

**Are the financial advisors in Florida fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Florida](https://advisorcensus.com/advisors/fl) (https://advisorcensus.com/advisors/fl.md)
- [Flat-fee financial advisors in Florida](https://advisorcensus.com/advisors/fl/flat-fee) (https://advisorcensus.com/advisors/fl/flat-fee.md)
- [Hourly financial advisors in Florida](https://advisorcensus.com/advisors/fl/hourly) (https://advisorcensus.com/advisors/fl/hourly.md)
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- [Fee-only financial advisors in Sebring, FL](https://advisorcensus.com/advisors/fl/sebring/fee-only) (https://advisorcensus.com/advisors/fl/sebring/fee-only.md)
- [Fee-only financial advisors in Punta Gorda, FL](https://advisorcensus.com/advisors/fl/punta-gorda/fee-only) (https://advisorcensus.com/advisors/fl/punta-gorda/fee-only.md)
- [Fee-only financial advisors in Wildwood, FL](https://advisorcensus.com/advisors/fl/wildwood/fee-only) (https://advisorcensus.com/advisors/fl/wildwood/fee-only.md)

Cite as: AdvisorCensus. Fee-only financial advisors in Florida: 638 firms from Form ADV filings as of October 2026.