{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/4", "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": 4, "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": 336683, "name": "Crewson Financial", "name_as_filed": "CREWSON FINANCIAL", "url": "https://advisorcensus.com/firm/crewson-financial-336683", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146010, "name": "Crystal Capital Partners, LLC", "name_as_filed": "CRYSTAL CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/crystal-capital-partners-llc-bay-harbor-islands-fl-146010", "city": "Bay Harbor Islands", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130729, "name": "CS Advisors Inc.", "name_as_filed": "CS ADVISORS INC.", "url": "https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142217, "name": "CTF Financial Services, Inc.", "name_as_filed": "CTF FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/ctf-financial-services-inc-ocala-fl-142217", "city": "Ocala", "state": "FL", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288846, "name": "Cumulare Asset Management, LLC", "name_as_filed": "CUMULARE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cumulare-asset-management-llc-288846", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121923, "name": "Cypress Capital Group", "name_as_filed": "CYPRESS CAPITAL GROUP", "url": "https://advisorcensus.com/firm/cypress-capital-group-palm-beach-fl-121923", "city": "Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314764, "name": "Cypress Stone Capital LLC", "name_as_filed": "CYPRESS STONE CAPITAL LLC", "url": "https://advisorcensus.com/firm/cypress-stone-capital-llc-314764", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319371, "name": "Daba Advisors LLC", "name_as_filed": "DABA ADVISORS LLC", "url": "https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 297987, "name": "Dakota Wealth, LLC", "name_as_filed": "DAKOTA WEALTH, LLC", "url": "https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 35971, "name": "Dale K. Ehrhart, Inc.", "name_as_filed": "DALE K. EHRHART, INC.", "url": "https://advisorcensus.com/firm/dale-k-ehrhart-inc-venice-fl-35971", "city": "Venice", "state": "FL", "years_registered": 48, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301456, "name": "Daniels D'Amelio Investment Management Group, LLC", "name_as_filed": "DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456", "city": "Jupiter", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149014, "name": "Davis Capital Management", "name_as_filed": "DAVIS CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/davis-capital-management-jacksonville-fl-149014", "city": "Jacksonville", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 285952, "name": "Davis Private Wealth, LLC", "name_as_filed": "DAVIS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952", "city": "Royal Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115344, "name": "Deep Blue Investment Advisors", "name_as_filed": "DEEP BLUE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/deep-blue-investment-advisors-tampa-fl-115344", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340585, "name": "Deltasys Advisors LLC", "name_as_filed": "DELTASYS ADVISORS LLC", "url": "https://advisorcensus.com/firm/deltasys-advisors-llc-davie-fl-340585", "city": "Davie", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338015, "name": "Destiny Family Office", "name_as_filed": "DESTINY FAMILY OFFICE", "url": "https://advisorcensus.com/firm/destiny-family-office-tavares-fl-338015", "city": "Tavares", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318610, "name": "Dhody Investment Group", "name_as_filed": "DHODY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610", "city": "Miami Beach", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148139, "name": "Diablo Investment Advisors, LLC", "name_as_filed": "DIABLO INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/diablo-investment-advisors-llc-ponte-vedra-beach-fl-148139", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134973, "name": "Digiovanni Financial Group, LLC", "name_as_filed": "DIGIOVANNI FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/digiovanni-financial-group-llc-134973", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342404, "name": "Dignum ET Justum", "name_as_filed": "DIGNUM ET JUSTUM", "url": "https://advisorcensus.com/firm/dignum-et-justum-saint-augustine-fl-342404", "city": "Saint Augustine", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129436, "name": "Disciplined Equity Management, Inc.", "name_as_filed": "DISCIPLINED EQUITY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/disciplined-equity-management-inc-neptune-beach-fl-129436", "city": "Neptune Beach", "state": "FL", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153663, "name": "DJP Wealth Management, LLC", "name_as_filed": "DJP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289509, "name": "Dobson Street LLC", "name_as_filed": "DOBSON STREET LLC", "url": "https://advisorcensus.com/firm/dobson-street-llc-winter-park-fl-289509", "city": "Winter Park", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111163, "name": "Dock Street Asset Management Inc", "name_as_filed": "DOCK STREET ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/dock-street-asset-management-inc-palm-beach-fl-111163", "city": "Palm Beach", "state": "FL", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317397, "name": "Dougherty Financial Planning, LLC", "name_as_filed": "DOUGHERTY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/dougherty-financial-planning-llc-tallahassee-fl-317397", "city": "Tallahassee", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142284, "name": "Dougherty Investment Advisors", "name_as_filed": "DOUGHERTY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/dougherty-investment-advisors-spring-hill-fl-142284", "city": "Spring Hill", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325213, "name": "Downtown Wealth Studios, LLC", "name_as_filed": "DOWNTOWN WEALTH STUDIOS, LLC", "url": "https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158122, "name": "Dragus Capital, LLC", "name_as_filed": "DRAGUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168673, "name": "Dushane Management, Inc.", "name_as_filed": "DUSHANE MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dushane-management-inc-oxford-fl-168673", "city": "Oxford", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124815, "name": "E. Batoff & Co., Inc.", "name_as_filed": "E. BATOFF & CO., INC.", "url": "https://advisorcensus.com/firm/e-batoff-and-co-inc-tampa-fl-124815", "city": "Tampa", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330685, "name": "Earner Wealth LLC", "name_as_filed": "EARNER WEALTH LLC", "url": "https://advisorcensus.com/firm/earner-wealth-llc-330685", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291298, "name": "Ebanks Financial Solutions, LLC", "name_as_filed": "EBANKS FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/ebanks-financial-solutions-llc-291298", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108337, "name": "Eber Capital Management", "name_as_filed": "EBER CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/eber-capital-management-coral-gables-fl-108337", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110248, "name": "Edmp, Inc.", "name_as_filed": "EDMP, INC.", "url": "https://advisorcensus.com/firm/edmp-inc-lutz-fl-110248", "city": "Lutz", "state": "FL", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143404, "name": "Edward R. Wildman, CPA, LLC", "name_as_filed": "EDWARD R. WILDMAN, CPA, LLC", "url": "https://advisorcensus.com/firm/edward-r-wildman-cpa-llc-143404", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314982, "name": "EIN SOF Advisors, LLC", "name_as_filed": "EIN SOF ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982", "city": "Boca Raton", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328439, "name": "EL Menudo Cuenta LLC", "name_as_filed": "EL MENUDO CUENTA LLC", "url": "https://advisorcensus.com/firm/el-menudo-cuenta-llc-miami-fl-328439", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 331049, "name": "Elderkin Wealth Management LLC", "name_as_filed": "ELDERKIN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/elderkin-wealth-management-llc-331049", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331931, "name": "Elementum Capital", "name_as_filed": "ELEMENTUM CAPITAL", "url": "https://advisorcensus.com/firm/elementum-capital-331931", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334672, "name": "Emerson Partners", "name_as_filed": "EMERSON PARTNERS", "url": "https://advisorcensus.com/firm/emerson-partners-naples-fl-334672", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167474, "name": "EMK Investment Advisors, LLC", "name_as_filed": "EMK INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/emk-investment-advisors-llc-167474", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 139382, "name": "Empire Financial Group, LLC", "name_as_filed": "EMPIRE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/empire-financial-group-llc-139382", "city": null, "state": null, "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318115, "name": "Entelevest, LLC", "name_as_filed": "ENTELEVEST, LLC", "url": "https://advisorcensus.com/firm/entelevest-llc-coral-gables-fl-318115", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148451, "name": "Envision Asset Management, Inc.", "name_as_filed": "ENVISION ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/envision-asset-management-inc-plantation-fl-148451", "city": "Plantation", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 298244, "name": "Envision Wealth Planners", "name_as_filed": "ENVISION WEALTH PLANNERS", "url": "https://advisorcensus.com/firm/envision-wealth-planners-298244", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332781, "name": "Eppes Wealth Management", "name_as_filed": "EPPES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/eppes-wealth-management-satellite-beach-fl-332781", "city": "Satellite Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343593, "name": "Ethos Investment Advisory Group LLC", "name_as_filed": "ETHOS INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/ethos-investment-advisory-group-llc-miami-fl-343593", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306185, "name": "Eubanks Financial", "name_as_filed": "EUBANKS FINANCIAL", "url": "https://advisorcensus.com/firm/eubanks-financial-fort-myers-fl-306185", "city": "Fort Myers", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126163, "name": "Eurocapital Advisors, Inc", "name_as_filed": "EUROCAPITAL ADVISORS, INC", "url": "https://advisorcensus.com/firm/eurocapital-advisors-inc-miami-fl-126163", "city": "Miami", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", 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