{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/5", "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": 5, "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": 146399, "name": "F&V Capital Management, L.L.C.", "name_as_filed": "F&V CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/f-and-v-capital-management-l-l-c-boca-raton-fl-146399", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285961, "name": "Facet", "name_as_filed": "FACET", "url": "https://advisorcensus.com/firm/facet-west-palm-beach-fl-285961", "city": "West Palm Beach", "state": "FL", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107987, "name": "Fairholme Capital Management, L.L.C.", "name_as_filed": "FAIRHOLME CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/fairholme-capital-management-l-l-c-south-miami-fl-107987", "city": "South Miami", "state": "FL", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154314, "name": "Fallenbaum CPA & Advisors, LLC", "name_as_filed": "FALLENBAUM CPA & ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fallenbaum-cpa-and-advisors-llc-plantation-fl-154314", "city": "Plantation", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313222, "name": "Family and Money Matters", "name_as_filed": "FAMILY AND MONEY MATTERS", "url": "https://advisorcensus.com/firm/family-and-money-matters-coral-gables-fl-313222", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131254, "name": "Family First Financial Planning", "name_as_filed": "FAMILY FIRST FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/family-first-financial-planning-stuart-fl-131254", "city": "Stuart", "state": "FL", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290486, "name": "Farrar Wealth Management, LLC", "name_as_filed": "FARRAR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/farrar-wealth-management-llc-290486", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292050, "name": "FDI Wealth Management, LLC", "name_as_filed": "FDI WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fdi-wealth-management-llc-miami-fl-292050", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 285747, "name": "FEE-Only Financial Advisors, LLC", "name_as_filed": "FEE-ONLY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fee-only-financial-advisors-llc-285747", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322287, "name": "Fidelis Capital", "name_as_filed": "FIDELIS CAPITAL", "url": "https://advisorcensus.com/firm/fidelis-capital-tampa-fl-322287", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132889, "name": "Fiduciary Consulting Group, Inc.", "name_as_filed": "FIDUCIARY CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/fiduciary-consulting-group-inc-venice-fl-132889", "city": "Venice", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167967, "name": "Fiduciary Global Advisors", "name_as_filed": "FIDUCIARY GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/fiduciary-global-advisors-167967", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299467, "name": "Fierce Financial Group LLC", "name_as_filed": "FIERCE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/fierce-financial-group-llc-miami-beach-fl-299467", "city": "Miami Beach", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122448, "name": "Fifth Avenue Family Office", "name_as_filed": "FIFTH AVENUE FAMILY OFFICE", "url": "https://advisorcensus.com/firm/fifth-avenue-family-office-naples-fl-122448", "city": "Naples", "state": "FL", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326589, "name": "Figa Capital Management LLC.", "name_as_filed": "FIGA CAPITAL MANAGEMENT LLC.", "url": "https://advisorcensus.com/firm/figa-capital-management-llc-326589", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317193, "name": "Financial Independence Advisors, LLC", "name_as_filed": "FINANCIAL INDEPENDENCE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/financial-independence-advisors-llc-jacksonville-fl-317193", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285241, "name": "Financial Life Designs LLC", "name_as_filed": "FINANCIAL LIFE DESIGNS LLC", "url": "https://advisorcensus.com/firm/financial-life-designs-llc-lake-mary-fl-285241", "city": "Lake Mary", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311640, "name": "Financial Optimist LLC", "name_as_filed": "FINANCIAL OPTIMIST LLC", "url": "https://advisorcensus.com/firm/financial-optimist-llc-311640", "city": null, "state": null, "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306748, "name": "Financial Pathway LLC", "name_as_filed": "FINANCIAL PATHWAY LLC", "url": "https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748", "city": "San Antonio", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141636, "name": "Financial Planning Office of Stephen Overstreet, P.A.", "name_as_filed": "FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.", "url": "https://advisorcensus.com/firm/financial-planning-office-of-stephen-overstreet-p-a-141636", "city": null, "state": null, "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328270, "name": "Financial Scaffolding, LLC", "name_as_filed": "FINANCIAL SCAFFOLDING, LLC", "url": "https://advisorcensus.com/firm/financial-scaffolding-llc-tallahassee-fl-328270", "city": "Tallahassee", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 170465, "name": "Financial Wellness Solutions, LLC", "name_as_filed": "FINANCIAL WELLNESS SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/financial-wellness-solutions-llc-170465", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324452, "name": "Fintelect AM, LLC", "name_as_filed": "FINTELECT AM, LLC", "url": "https://advisorcensus.com/firm/fintelect-am-llc-324452", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106366, "name": "Firestone Capital Management Inc", "name_as_filed": "FIRESTONE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366", "city": "South Miami", "state": "FL", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111800, "name": "Firstrust", "name_as_filed": "FIRSTRUST", "url": "https://advisorcensus.com/firm/firstrust-daytona-beach-fl-111800", "city": "Daytona Beach", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174342, "name": "Fitzroy Investment Advisors LLC", "name_as_filed": "FITZROY INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/fitzroy-investment-advisors-llc-aventura-fl-174342", "city": "Aventura", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289903, "name": "Five Points Investment Advisors, LLC", "name_as_filed": "FIVE POINTS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/five-points-investment-advisors-llc-289903", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 244787, "name": "Fleschner Investments", "name_as_filed": "FLESCHNER INVESTMENTS", "url": "https://advisorcensus.com/firm/fleschner-investments-244787", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333002, "name": "Florida Financial Planning LLC", "name_as_filed": "FLORIDA FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/florida-financial-planning-llc-333002", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 108212, "name": "Fogel Capital Management Inc", "name_as_filed": "FOGEL CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/fogel-capital-management-inc-stuart-fl-108212", "city": "Stuart", "state": "FL", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168316, "name": "Forecast Financial LLC", "name_as_filed": "FORECAST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/forecast-financial-llc-newberry-fl-168316", "city": "Newberry", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169636, "name": "Forem Investments LLC", "name_as_filed": "FOREM INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/forem-investments-llc-coral-gables-fl-169636", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307338, "name": "Foresight Financial Advisory", "name_as_filed": "FORESIGHT FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/foresight-financial-advisory-307338", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325656, "name": "Forest Tree Capital", "name_as_filed": "FOREST TREE CAPITAL", "url": "https://advisorcensus.com/firm/forest-tree-capital-325656", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 141879, "name": "Forrest Investment Management, Inc.", "name_as_filed": "FORREST INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/forrest-investment-management-inc-jacksonville-fl-141879", "city": "Jacksonville", "state": "FL", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307618, "name": "Fortress Wealth Planning", "name_as_filed": "FORTRESS WEALTH PLANNING", "url": "https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618", "city": "Jacksonville Beach", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281075, "name": "Forza Wealth Management", "name_as_filed": "FORZA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/forza-wealth-management-sarasota-fl-281075", "city": "Sarasota", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321270, "name": "Frankly Finances", "name_as_filed": "FRANKLY FINANCES", "url": "https://advisorcensus.com/firm/frankly-finances-winter-park-fl-321270", "city": "Winter Park", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 151833, "name": "Freedom Financial & Business Planning, LLC", "name_as_filed": "FREEDOM FINANCIAL & BUSINESS PLANNING, LLC", "url": "https://advisorcensus.com/firm/freedom-financial-and-business-planning-llc-151833", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315316, "name": "Freedom Financial Management, Inc", "name_as_filed": "FREEDOM FINANCIAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/freedom-financial-management-inc-saint-cloud-fl-315316", "city": "Saint Cloud", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112567, "name": "Fund Advisors of America Inc", "name_as_filed": "FUND ADVISORS OF AMERICA INC", "url": "https://advisorcensus.com/firm/fund-advisors-of-america-inc-orlando-fl-112567", "city": "Orlando", "state": "FL", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131166, "name": "Fundamental Investment Alliance Group, Inc.", "name_as_filed": "FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.", "url": "https://advisorcensus.com/firm/fundamental-investment-alliance-group-inc-lutz-fl-131166", "city": "Lutz", "state": "FL", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136285, "name": "Futura Asset Advisors LLC", "name_as_filed": "FUTURA ASSET ADVISORS LLC", "url": "https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285", "city": "Coral Gables", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327290, "name": "G4 Financial Planning, LLC", "name_as_filed": "G4 FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/g4-financial-planning-llc-327290", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111984, "name": "Gallatin & Company, LLC", "name_as_filed": "GALLATIN & COMPANY, LLC", "url": "https://advisorcensus.com/firm/gallatin-and-company-llc-vero-beach-fl-111984", "city": "Vero Beach", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142488, "name": "Gap Financial Counseling Corp.", "name_as_filed": "GAP FINANCIAL COUNSELING CORP.", "url": "https://advisorcensus.com/firm/gap-financial-counseling-corp-naples-fl-142488", "city": "Naples", "state": "FL", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154887, "name": "Gateway Capital Management", "name_as_filed": "GATEWAY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gateway-capital-management-154887", "city": null, "state": null, "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335904, "name": "GBS Group", "name_as_filed": "GBS GROUP", "url": "https://advisorcensus.com/firm/gbs-group-miramar-fl-335904", "city": "Miramar", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342043, "name": "Gelis Capital LLC", "name_as_filed": "GELIS CAPITAL LLC", "url": "https://advisorcensus.com/firm/gelis-capital-llc-miami-fl-342043", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336736, "name": "GEN2 Advisors, LLC", "name_as_filed": "GEN2 ADVISORS, LLC", "url": "https://advisorcensus.com/firm/gen2-advisors-llc-336736", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "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" } }