# 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/7

## 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 7 of 13, 301 to 350 of 638, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Index Portfolio Advisors, LLC](https://advisorcensus.com/firm/index-portfolio-advisors-llc-stuart-fl-171324) ([md](https://advisorcensus.com/firm/index-portfolio-advisors-llc-stuart-fl-171324.md)) | 171324 | Stuart, FL | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Inexco Advisors LLC](https://advisorcensus.com/firm/inexco-advisors-llc-301686) ([md](https://advisorcensus.com/firm/inexco-advisors-llc-301686.md)) | 301686 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Inlet Private Wealth, LLC](https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154) ([md](https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154.md)) | 297154 | Jupiter, FL | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Inspire Capital Management LLC](https://advisorcensus.com/firm/inspire-capital-management-llc-126771) ([md](https://advisorcensus.com/firm/inspire-capital-management-llc-126771.md)) | 126771 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly |
| [Integritt Wealth Management, LLC](https://advisorcensus.com/firm/integritt-wealth-management-llc-stuart-fl-171817) ([md](https://advisorcensus.com/firm/integritt-wealth-management-llc-stuart-fl-171817.md)) | 171817 | Stuart, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Integrity Fixed Income Management](https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635) ([md](https://advisorcensus.com/firm/integrity-fixed-income-management-orlando-fl-135635.md)) | 135635 | Orlando, FL | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Fixed fee |
| [Interest Financial, LLC](https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418) ([md](https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418.md)) | 300418 | Tampa, FL | SEC-registered investment adviser | Not reported | 7 | Fixed fee |
| [International Investments & Consulting LLC](https://advisorcensus.com/firm/international-investments-and-consulting-llc-327761) ([md](https://advisorcensus.com/firm/international-investments-and-consulting-llc-327761.md)) | 327761 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Inveris US LLC](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003) ([md](https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003.md)) | 310003 | Coral Gables, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Investing Forever Advisory](https://advisorcensus.com/firm/investing-forever-advisory-301680) ([md](https://advisorcensus.com/firm/investing-forever-advisory-301680.md)) | 301680 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Ironclad Investments LLC](https://advisorcensus.com/firm/ironclad-investments-llc-maitland-fl-154872) ([md](https://advisorcensus.com/firm/ironclad-investments-llc-maitland-fl-154872.md)) | 154872 | Maitland, FL | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [Ironwood Capital Management, LLC](https://advisorcensus.com/firm/ironwood-capital-management-llc-168858) ([md](https://advisorcensus.com/firm/ironwood-capital-management-llc-168858.md)) | 168858 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Isgam US LLC](https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841) ([md](https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841.md)) | 320841 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [J. L. Bainbridge & Co., Inc.](https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058) ([md](https://advisorcensus.com/firm/j-l-bainbridge-and-co-inc-sarasota-fl-108058.md)) | 108058 | Sarasota, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets |
| [James A. Colley, Inc.](https://advisorcensus.com/firm/james-a-colley-inc-lake-placid-fl-141794) ([md](https://advisorcensus.com/firm/james-a-colley-inc-lake-placid-fl-141794.md)) | 141794 | Lake Placid, FL | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly |
| [James Equity Management, LLC](https://advisorcensus.com/firm/james-equity-management-llc-miami-fl-334190) ([md](https://advisorcensus.com/firm/james-equity-management-llc-miami-fl-334190.md)) | 334190 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets |
| [James W. Walker, P.A.](https://advisorcensus.com/firm/james-w-walker-p-a-naples-fl-110863) ([md](https://advisorcensus.com/firm/james-w-walker-p-a-naples-fl-110863.md)) | 110863 | Naples, FL | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [JB Meridian Advisors, LLC](https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676) ([md](https://advisorcensus.com/firm/jb-meridian-advisors-llc-clermont-fl-154676.md)) | 154676 | Clermont, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Jean Pierre Masse](https://advisorcensus.com/firm/jean-pierre-masse-venice-fl-158452) ([md](https://advisorcensus.com/firm/jean-pierre-masse-venice-fl-158452.md)) | 158452 | Venice, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Jefferson Financial Planning LLC](https://advisorcensus.com/firm/jefferson-financial-planning-llc-344154) ([md](https://advisorcensus.com/firm/jefferson-financial-planning-llc-344154.md)) | 344154 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Jeffrey R. Jacobs, CPA](https://advisorcensus.com/firm/jeffrey-r-jacobs-cpa-miami-fl-141614) ([md](https://advisorcensus.com/firm/jeffrey-r-jacobs-cpa-miami-fl-141614.md)) | 141614 | Miami, FL | State-registered investment adviser | Under $25 million | 27 | % of assets, Hourly |
| [Jessurum Capital](https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415) ([md](https://advisorcensus.com/firm/jessurum-capital-miami-fl-334415.md)) | 334415 | Miami, FL | State-registered investment adviser | Not reported | 1 | % of assets |
| [JK PWA LLC](https://advisorcensus.com/firm/jk-pwa-llc-fort-myers-fl-304202) ([md](https://advisorcensus.com/firm/jk-pwa-llc-fort-myers-fl-304202.md)) | 304202 | Fort Myers, FL | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [John C. Tumazos](https://advisorcensus.com/firm/john-c-tumazos-144842) ([md](https://advisorcensus.com/firm/john-c-tumazos-144842.md)) | 144842 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | Subscription |
| [Johnson Private Wealth Management, LLC](https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413) ([md](https://advisorcensus.com/firm/johnson-private-wealth-management-llc-sarasota-fl-169413.md)) | 169413 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Fixed fee |
| [JSM Investment Management](https://advisorcensus.com/firm/jsm-investment-management-339002) ([md](https://advisorcensus.com/firm/jsm-investment-management-339002.md)) | 339002 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription |
| [Kadirov Financial Management](https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231) ([md](https://advisorcensus.com/firm/kadirov-financial-management-hallandale-beach-fl-340231.md)) | 340231 | Hallandale Beach, FL | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Kalorama Wealth Strategies, LLC](https://advisorcensus.com/firm/kalorama-wealth-strategies-llc-152375) ([md](https://advisorcensus.com/firm/kalorama-wealth-strategies-llc-152375.md)) | 152375 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Kapok Capital LLC](https://advisorcensus.com/firm/kapok-capital-llc-159698) ([md](https://advisorcensus.com/firm/kapok-capital-llc-159698.md)) | 159698 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Karp & Associates](https://advisorcensus.com/firm/karp-and-associates-141477) ([md](https://advisorcensus.com/firm/karp-and-associates-141477.md)) | 141477 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 28 | % of assets |
| [Kaul Financial Solutions](https://advisorcensus.com/firm/kaul-financial-solutions-indialantic-fl-334875) ([md](https://advisorcensus.com/firm/kaul-financial-solutions-indialantic-fl-334875.md)) | 334875 | Indialantic, FL | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Keating Investment Counselors Inc](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134) ([md](https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134.md)) | 110134 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 43 | % of assets, Hourly |
| [Keel Asset Management, LLC](https://advisorcensus.com/firm/keel-asset-management-llc-147339) ([md](https://advisorcensus.com/firm/keel-asset-management-llc-147339.md)) | 147339 | Not reported, Not reported | State-registered investment adviser | Not reported | 18 | % of assets |
| [Keener Investments](https://advisorcensus.com/firm/keener-investments-naples-fl-117141) ([md](https://advisorcensus.com/firm/keener-investments-naples-fl-117141.md)) | 117141 | Naples, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Kevin Investments](https://advisorcensus.com/firm/kevin-investments-tampa-fl-330513) ([md](https://advisorcensus.com/firm/kevin-investments-tampa-fl-330513.md)) | 330513 | Tampa, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Keyhouse Analytics Inc.](https://advisorcensus.com/firm/keyhouse-analytics-inc-292203) ([md](https://advisorcensus.com/firm/keyhouse-analytics-inc-292203.md)) | 292203 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Kinetic Financial](https://advisorcensus.com/firm/kinetic-financial-331142) ([md](https://advisorcensus.com/firm/kinetic-financial-331142.md)) | 331142 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Kingsman Wealth Management Inc.](https://advisorcensus.com/firm/kingsman-wealth-management-inc-pensacola-fl-319238) ([md](https://advisorcensus.com/firm/kingsman-wealth-management-inc-pensacola-fl-319238.md)) | 319238 | Pensacola, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Kitchensink Financial Planning, LLC](https://advisorcensus.com/firm/kitchensink-financial-planning-llc-338673) ([md](https://advisorcensus.com/firm/kitchensink-financial-planning-llc-338673.md)) | 338673 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Klein Asset Management LLC](https://advisorcensus.com/firm/klein-asset-management-llc-136536) ([md](https://advisorcensus.com/firm/klein-asset-management-llc-136536.md)) | 136536 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 21 | % of assets |
| [Klein Wealth Management, LLC](https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078) ([md](https://advisorcensus.com/firm/klein-wealth-management-llc-saint-johns-fl-307078.md)) | 307078 | Saint Johns, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Klocke Capital Group, LLC](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160) ([md](https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160.md)) | 156160 | Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Knight Vision Capital LLC](https://advisorcensus.com/firm/knight-vision-capital-llc-338333) ([md](https://advisorcensus.com/firm/knight-vision-capital-llc-338333.md)) | 338333 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Krehbiel Financial LLC](https://advisorcensus.com/firm/krehbiel-financial-llc-satellite-beach-fl-293931) ([md](https://advisorcensus.com/firm/krehbiel-financial-llc-satellite-beach-fl-293931.md)) | 293931 | Satellite Beach, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Krishna Portfolio Management](https://advisorcensus.com/firm/krishna-portfolio-management-334486) ([md](https://advisorcensus.com/firm/krishna-portfolio-management-334486.md)) | 334486 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Krusen Capital Management, LLC](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754) ([md](https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754.md)) | 150754 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Lakeshore Advisors](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497) ([md](https://advisorcensus.com/firm/lakeshore-advisors-winter-park-fl-329497.md)) | 329497 | Winter Park, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Larch Capital Partners LLC](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653) ([md](https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653.md)) | 307653 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [Larry Allan Financial Planning Services LLC](https://advisorcensus.com/firm/larry-allan-financial-planning-services-llc-173720) ([md](https://advisorcensus.com/firm/larry-allan-financial-planning-services-llc-173720.md)) | 173720 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Lashley Wealth Management](https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154) ([md](https://advisorcensus.com/firm/lashley-wealth-management-sarasota-fl-328154.md)) | 328154 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |

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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)
- [Fee-only financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/fee-only) (https://advisorcensus.com/advisors/fl/miami/fee-only.md)
- [Fee-only financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/fee-only) (https://advisorcensus.com/advisors/fl/tampa/fee-only.md)
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- [Fee-only financial advisors in Deltona, FL](https://advisorcensus.com/advisors/fl/deltona/fee-only) (https://advisorcensus.com/advisors/fl/deltona/fee-only.md)
- [Fee-only financial advisors in Gainesville, FL](https://advisorcensus.com/advisors/fl/gainesville/fee-only) (https://advisorcensus.com/advisors/fl/gainesville/fee-only.md)
- [Fee-only financial advisors in Sebastian, FL](https://advisorcensus.com/advisors/fl/sebastian/fee-only) (https://advisorcensus.com/advisors/fl/sebastian/fee-only.md)
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- [Fee-only financial advisors in Pensacola, FL](https://advisorcensus.com/advisors/fl/pensacola/fee-only) (https://advisorcensus.com/advisors/fl/pensacola/fee-only.md)
- [Fee-only financial advisors in Tallahassee, FL](https://advisorcensus.com/advisors/fl/tallahassee/fee-only) (https://advisorcensus.com/advisors/fl/tallahassee/fee-only.md)
- [Fee-only financial advisors in Ocala, FL](https://advisorcensus.com/advisors/fl/ocala/fee-only) (https://advisorcensus.com/advisors/fl/ocala/fee-only.md)
- [Fee-only financial advisors in Panama City, FL](https://advisorcensus.com/advisors/fl/panama-city/fee-only) (https://advisorcensus.com/advisors/fl/panama-city/fee-only.md)
- [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.