{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/7", "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": 7, "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": 171324, "name": "Index Portfolio Advisors, LLC", "name_as_filed": "INDEX PORTFOLIO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/index-portfolio-advisors-llc-stuart-fl-171324", "city": "Stuart", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301686, "name": "Inexco Advisors LLC", "name_as_filed": "INEXCO ADVISORS LLC", "url": "https://advisorcensus.com/firm/inexco-advisors-llc-301686", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297154, "name": "Inlet Private Wealth, LLC", "name_as_filed": "INLET PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154", "city": "Jupiter", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126771, "name": "Inspire Capital Management LLC", "name_as_filed": "INSPIRE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/inspire-capital-management-llc-126771", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171817, "name": "Integritt Wealth Management, LLC", "name_as_filed": "INTEGRITT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/integritt-wealth-management-llc-stuart-fl-171817", "city": "Stuart", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135635, "name": "Integrity Fixed Income Management", "name_as_filed": "INTEGRITY FIXED INCOME MANAGEMENT", "url": "https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635", "city": "Orlando", "state": "FL", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300418, "name": "Interest Financial, LLC", "name_as_filed": "INTEREST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 327761, "name": "International Investments & Consulting LLC", "name_as_filed": "INTERNATIONAL INVESTMENTS & CONSULTING LLC", "url": "https://advisorcensus.com/firm/international-investments-and-consulting-llc-327761", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310003, "name": "Inveris US LLC", "name_as_filed": "INVERIS US LLC", "url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301680, "name": "Investing Forever Advisory", "name_as_filed": "INVESTING FOREVER ADVISORY", "url": "https://advisorcensus.com/firm/investing-forever-advisory-301680", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154872, "name": "Ironclad Investments LLC", "name_as_filed": "IRONCLAD INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/ironclad-investments-llc-maitland-fl-154872", "city": "Maitland", "state": "FL", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168858, "name": "Ironwood Capital Management, LLC", "name_as_filed": "IRONWOOD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ironwood-capital-management-llc-168858", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 320841, "name": "Isgam US LLC", "name_as_filed": "ISGAM US LLC", "url": "https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108058, "name": "J. L. Bainbridge & Co., Inc.", "name_as_filed": "J. L. BAINBRIDGE & CO., INC.", "url": "https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058", "city": "Sarasota", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141794, "name": "James A. Colley, Inc.", "name_as_filed": "JAMES A. COLLEY, INC.", "url": "https://advisorcensus.com/firm/james-a-colley-inc-lake-placid-fl-141794", "city": "Lake Placid", "state": "FL", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334190, "name": "James Equity Management, LLC", "name_as_filed": "JAMES EQUITY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/james-equity-management-llc-miami-fl-334190", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110863, "name": "James W. Walker, P.A.", "name_as_filed": "JAMES W. WALKER, P.A.", "url": "https://advisorcensus.com/firm/james-w-walker-p-a-naples-fl-110863", "city": "Naples", "state": "FL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154676, "name": "JB Meridian Advisors, LLC", "name_as_filed": "JB MERIDIAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676", "city": "Clermont", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158452, "name": "Jean Pierre Masse", "name_as_filed": "JEAN PIERRE MASSE", "url": "https://advisorcensus.com/firm/jean-pierre-masse-venice-fl-158452", "city": "Venice", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344154, "name": "Jefferson Financial Planning LLC", "name_as_filed": "JEFFERSON FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/jefferson-financial-planning-llc-344154", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141614, "name": "Jeffrey R. Jacobs, CPA", "name_as_filed": "JEFFREY R. JACOBS, CPA", "url": "https://advisorcensus.com/firm/jeffrey-r-jacobs-cpa-miami-fl-141614", "city": "Miami", "state": "FL", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334415, "name": "Jessurum Capital", "name_as_filed": "JESSURUM CAPITAL", "url": "https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304202, "name": "JK PWA LLC", "name_as_filed": "JK PWA LLC", "url": "https://advisorcensus.com/firm/jk-pwa-llc-fort-myers-fl-304202", "city": "Fort Myers", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144842, "name": "John C. Tumazos", "name_as_filed": "JOHN C. TUMAZOS", "url": "https://advisorcensus.com/firm/john-c-tumazos-144842", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 169413, "name": "Johnson Private Wealth Management, LLC", "name_as_filed": "JOHNSON PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413", "city": "Sarasota", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339002, "name": "JSM Investment Management", "name_as_filed": "JSM INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/jsm-investment-management-339002", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 340231, "name": "Kadirov Financial Management", "name_as_filed": "KADIROV FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231", "city": "Hallandale Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152375, "name": "Kalorama Wealth Strategies, LLC", "name_as_filed": "KALORAMA WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/kalorama-wealth-strategies-llc-152375", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159698, "name": "Kapok Capital LLC", "name_as_filed": "KAPOK CAPITAL LLC", "url": "https://advisorcensus.com/firm/kapok-capital-llc-159698", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141477, "name": "Karp & Associates", "name_as_filed": "KARP & ASSOCIATES", "url": "https://advisorcensus.com/firm/karp-and-associates-141477", "city": null, "state": null, "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334875, "name": "Kaul Financial Solutions", "name_as_filed": "KAUL FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/kaul-financial-solutions-indialantic-fl-334875", "city": "Indialantic", "state": "FL", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110134, "name": "Keating Investment Counselors Inc", "name_as_filed": "KEATING INVESTMENT COUNSELORS INC", "url": "https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134", "city": "Delray Beach", "state": "FL", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147339, "name": "Keel Asset Management, LLC", "name_as_filed": "KEEL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/keel-asset-management-llc-147339", "city": null, "state": null, "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117141, "name": "Keener Investments", "name_as_filed": "KEENER INVESTMENTS", "url": "https://advisorcensus.com/firm/keener-investments-naples-fl-117141", "city": "Naples", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330513, "name": "Kevin Investments", "name_as_filed": "KEVIN INVESTMENTS", "url": "https://advisorcensus.com/firm/kevin-investments-tampa-fl-330513", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292203, "name": "Keyhouse Analytics Inc.", "name_as_filed": "KEYHOUSE ANALYTICS INC.", "url": "https://advisorcensus.com/firm/keyhouse-analytics-inc-292203", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331142, "name": "Kinetic Financial", "name_as_filed": "KINETIC FINANCIAL", "url": "https://advisorcensus.com/firm/kinetic-financial-331142", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319238, "name": "Kingsman Wealth Management Inc.", "name_as_filed": "KINGSMAN WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/kingsman-wealth-management-inc-pensacola-fl-319238", "city": "Pensacola", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338673, "name": "Kitchensink Financial Planning, LLC", "name_as_filed": "KITCHENSINK FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/kitchensink-financial-planning-llc-338673", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136536, "name": "Klein Asset Management LLC", "name_as_filed": "KLEIN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/klein-asset-management-llc-136536", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307078, "name": "Klein Wealth Management, LLC", "name_as_filed": "KLEIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078", "city": "Saint Johns", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156160, "name": "Klocke Capital Group, LLC", "name_as_filed": "KLOCKE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338333, "name": "Knight Vision Capital LLC", "name_as_filed": "KNIGHT VISION CAPITAL LLC", "url": "https://advisorcensus.com/firm/knight-vision-capital-llc-338333", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 293931, "name": "Krehbiel Financial LLC", "name_as_filed": "KREHBIEL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/krehbiel-financial-llc-satellite-beach-fl-293931", "city": "Satellite Beach", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334486, "name": "Krishna Portfolio Management", "name_as_filed": "KRISHNA PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/krishna-portfolio-management-334486", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150754, "name": "Krusen Capital Management, LLC", "name_as_filed": "KRUSEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754", "city": "West Palm Beach", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 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