{ "path": "/advisors/fl/fee-only", "url": "https://advisorcensus.com/advisors/fl/fee-only/page/9", "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": 9, "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": 109612, "name": "MOS Capital, Inc.", "name_as_filed": "MOS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124152, "name": "Moseley Investment Management, Inc.", "name_as_filed": "MOSELEY INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152", "city": "Bradention", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 142028, "name": "Moss & Company, P.A.", "name_as_filed": "MOSS & COMPANY, P.A.", "url": "https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028", "city": "Maitland", "state": "FL", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336501, "name": "Mozella Asset Management", "name_as_filed": "MOZELLA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501", "city": "St. Petersburg", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305308, "name": "MTC Wealth Management", "name_as_filed": "MTC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150448, "name": "MTH Trading & Capital Management, LLC", "name_as_filed": "MTH TRADING & CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mth-trading-and-capital-management-llc-150448", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156114, "name": "Multus Asset Management", "name_as_filed": "MULTUS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134169, "name": "Murray Ruffell", "name_as_filed": "MURRAY RUFFELL", "url": "https://advisorcensus.com/firm/murray-ruffell-134169", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 277060, "name": "Mutual Trust Advisory Group", "name_as_filed": "MUTUAL TRUST ADVISORY GROUP", "url": "https://advisorcensus.com/firm/mutual-trust-advisory-group-estero-fl-277060", "city": "Estero", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335546, "name": "Myriad Asset Management Advisors LLC", "name_as_filed": "MYRIAD ASSET MANAGEMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158544, "name": "Naples Global Advisors", "name_as_filed": "NAPLES GLOBAL ADVISORS", "url": "https://advisorcensus.com/firm/naples-global-advisors-naples-fl-158544", "city": "Naples", "state": "FL", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344045, "name": "Nextreg Advisors LLC", "name_as_filed": "NEXTREG ADVISORS LLC", "url": "https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315152, "name": "Noble Family Wealth", "name_as_filed": "NOBLE FAMILY WEALTH", "url": "https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152", "city": "Clearwater", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110819, "name": "Noesis Capital Management Corp", "name_as_filed": "NOESIS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819", "city": "Boca Raton", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112970, "name": "Novak & Powell Financial Services, Inc.", "name_as_filed": "NOVAK & POWELL FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970", "city": "St. Petersburg", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144190, "name": "NRW Asset Management, Inc.", "name_as_filed": "NRW ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/nrw-asset-management-inc-144190", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301894, "name": "O'Grady Financial LLC", "name_as_filed": "O'GRADY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/o-grady-financial-llc-301894", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158764, "name": "Obermaier Management LLC", "name_as_filed": "OBERMAIER MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/obermaier-management-llc-158764", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307787, "name": "Oceanis Financial Advisors, Inc.", "name_as_filed": "OCEANIS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314081, "name": "Oceanus Capital Partners, LLC", "name_as_filed": "OCEANUS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338970, "name": "OFF the Bay Wealth LLC", "name_as_filed": "OFF THE BAY WEALTH LLC", "url": "https://advisorcensus.com/firm/off-the-bay-wealth-llc-338970", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172570, "name": "Omkara Capital LLC", "name_as_filed": "OMKARA CAPITAL LLC", "url": "https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170909, "name": "Omnia Family Wealth, LLC", "name_as_filed": "OMNIA FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909", "city": "Aventura", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328152, "name": "Openvest", "name_as_filed": "OPENVEST", "url": "https://advisorcensus.com/firm/openvest-aventura-fl-328152", "city": "Aventura", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 337511, "name": "Orange Street Fund Advisors LLC", "name_as_filed": "ORANGE STREET FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/orange-street-fund-advisors-llc-337511", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156481, "name": "Owenwise Financial LLC", "name_as_filed": "OWENWISE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/owenwise-financial-llc-orlando-fl-156481", "city": "Orlando", "state": "FL", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151711, "name": "P.F. Roberts & Associates", "name_as_filed": "P.F. ROBERTS & ASSOCIATES", "url": "https://advisorcensus.com/firm/p-f-roberts-and-associates-151711", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299896, "name": "Palm Valley Capital Management", "name_as_filed": "PALM VALLEY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896", "city": "Jacksonville Beach", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328848, "name": "Palm View Investments", "name_as_filed": "PALM VIEW INVESTMENTS", "url": "https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848", "city": "Santa Rosa Beach", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172737, "name": "Panoramika Advisors Inc.", "name_as_filed": "PANORAMIKA ADVISORS INC.", "url": "https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322905, "name": "Paradox Financial LLC", "name_as_filed": "PARADOX FINANCIAL LLC", "url": "https://advisorcensus.com/firm/paradox-financial-llc-322905", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147413, "name": "Parker Financial Planning, LLC.", "name_as_filed": "PARKER FINANCIAL PLANNING, LLC.", "url": "https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413", "city": "Bradenton", "state": "FL", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 139618, "name": "Pasqua Wealth Solutions", "name_as_filed": "PASQUA WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618", "city": "Palm City", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146891, "name": "Path Financial, LLC", "name_as_filed": "PATH FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891", "city": "Sarasota", "state": "FL", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339516, "name": "Patina Financial Partners, LLC", "name_as_filed": "PATINA FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/patina-financial-partners-llc-339516", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 270023, "name": "Patriot Securities LLC", "name_as_filed": "PATRIOT SECURITIES LLC", "url": "https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023", "city": "Jupiter", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170454, "name": "Patrumin Investors, LLC", "name_as_filed": "PATRUMIN INVESTORS, LLC", "url": "https://advisorcensus.com/firm/patrumin-investors-llc-naples-fl-170454", "city": "Naples", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142839, "name": "Peachtree Investment Partners, LLC", "name_as_filed": "PEACHTREE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/peachtree-investment-partners-llc-vero-beach-fl-142839", "city": "Vero Beach", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335198, "name": "Pelican Financial Planning and Wealth, PLLC", "name_as_filed": "PELICAN FINANCIAL PLANNING AND WEALTH, PLLC", "url": "https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198", "city": "Jupiter", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108600, "name": "Peninsula Asset Management Inc", "name_as_filed": "PENINSULA ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600", "city": "Bradenton", "state": "FL", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136619, "name": "Personal Asset Management", "name_as_filed": "PERSONAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619", "city": "St Petersburg", "state": "FL", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299390, "name": "Personal Wealth Planning, LLC", "name_as_filed": "PERSONAL WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390", "city": "Hollywood", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307775, "name": "Picea Capital LLC", "name_as_filed": "PICEA CAPITAL LLC", "url": "https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337297, "name": "Pilotai Wealth", "name_as_filed": "PILOTAI WEALTH", "url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283781, "name": "Plan Confidence Corporation", "name_as_filed": "PLAN CONFIDENCE CORPORATION", "url": "https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781", "city": "Sarasota", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141924, "name": "Planned Financial Security", "name_as_filed": "PLANNED FINANCIAL SECURITY", "url": "https://advisorcensus.com/firm/planned-financial-security-141924", "city": null, "state": null, "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340625, "name": "Polen 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