# 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/9

## 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 9 of 13, 401 to 450 of 638, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [MOS Capital, Inc.](https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612) ([md](https://advisorcensus.com/firm/mos-capital-inc-ponte-vedra-beach-fl-109612.md)) | 109612 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Moseley Investment Management, Inc.](https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152) ([md](https://advisorcensus.com/firm/moseley-investment-management-inc-bradention-fl-124152.md)) | 124152 | Bradention, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly |
| [Moss & Company, P.A.](https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028) ([md](https://advisorcensus.com/firm/moss-and-company-p-a-maitland-fl-142028.md)) | 142028 | Maitland, FL | State-registered investment adviser | $25 million to $100 million | 28 | % of assets |
| [Mozella Asset Management](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501) ([md](https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501.md)) | 336501 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [MTC Wealth Management](https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308) ([md](https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308.md)) | 305308 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [MTH Trading & Capital Management, LLC](https://advisorcensus.com/firm/mth-trading-and-capital-management-llc-150448) ([md](https://advisorcensus.com/firm/mth-trading-and-capital-management-llc-150448.md)) | 150448 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Multus Asset Management](https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114) ([md](https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114.md)) | 156114 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Murray Ruffell](https://advisorcensus.com/firm/murray-ruffell-134169) ([md](https://advisorcensus.com/firm/murray-ruffell-134169.md)) | 134169 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets |
| [Mutual Trust Advisory Group](https://advisorcensus.com/firm/mutual-trust-advisory-group-estero-fl-277060) ([md](https://advisorcensus.com/firm/mutual-trust-advisory-group-estero-fl-277060.md)) | 277060 | Estero, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Myriad Asset Management Advisors LLC](https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546) ([md](https://advisorcensus.com/firm/myriad-asset-management-advisors-llc-west-palm-beach-fl-335546.md)) | 335546 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Naples Global Advisors](https://advisorcensus.com/firm/naples-global-advisors-naples-fl-158544) ([md](https://advisorcensus.com/firm/naples-global-advisors-naples-fl-158544.md)) | 158544 | Naples, FL | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Nextreg Advisors LLC](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045) ([md](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045.md)) | 344045 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Noble Family Wealth](https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152) ([md](https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152.md)) | 315152 | Clearwater, FL | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets |
| [Noesis Capital Management Corp](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819) ([md](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819.md)) | 110819 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Fixed fee |
| [Novak & Powell Financial Services, Inc.](https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970) ([md](https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970.md)) | 112970 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [NRW Asset Management, Inc.](https://advisorcensus.com/firm/nrw-asset-management-inc-144190) ([md](https://advisorcensus.com/firm/nrw-asset-management-inc-144190.md)) | 144190 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 19 | % of assets |
| [O'Grady Financial LLC](https://advisorcensus.com/firm/o-grady-financial-llc-301894) ([md](https://advisorcensus.com/firm/o-grady-financial-llc-301894.md)) | 301894 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Obermaier Management LLC](https://advisorcensus.com/firm/obermaier-management-llc-158764) ([md](https://advisorcensus.com/firm/obermaier-management-llc-158764.md)) | 158764 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Oceanis Financial Advisors, Inc.](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787) ([md](https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787.md)) | 307787 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Oceanus Capital Partners, LLC](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081) ([md](https://advisorcensus.com/firm/oceanus-capital-partners-llc-ponte-vedra-beach-fl-314081.md)) | 314081 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [OFF the Bay Wealth LLC](https://advisorcensus.com/firm/off-the-bay-wealth-llc-338970) ([md](https://advisorcensus.com/firm/off-the-bay-wealth-llc-338970.md)) | 338970 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Omkara Capital LLC](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570) ([md](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570.md)) | 172570 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Omnia Family Wealth, LLC](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909) ([md](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md)) | 170909 | Aventura, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Openvest](https://advisorcensus.com/firm/openvest-aventura-fl-328152) ([md](https://advisorcensus.com/firm/openvest-aventura-fl-328152.md)) | 328152 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Orange Street Fund Advisors LLC](https://advisorcensus.com/firm/orange-street-fund-advisors-llc-337511) ([md](https://advisorcensus.com/firm/orange-street-fund-advisors-llc-337511.md)) | 337511 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Owenwise Financial LLC](https://advisorcensus.com/firm/owenwise-financial-llc-orlando-fl-156481) ([md](https://advisorcensus.com/firm/owenwise-financial-llc-orlando-fl-156481.md)) | 156481 | Orlando, FL | State-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee |
| [P.F. Roberts & Associates](https://advisorcensus.com/firm/p-f-roberts-and-associates-151711) ([md](https://advisorcensus.com/firm/p-f-roberts-and-associates-151711.md)) | 151711 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Palm Valley Capital Management](https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896) ([md](https://advisorcensus.com/firm/palm-valley-capital-management-jacksonville-beach-fl-299896.md)) | 299896 | Jacksonville Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Palm View Investments](https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848) ([md](https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848.md)) | 328848 | Santa Rosa Beach, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Panoramika Advisors Inc.](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737) ([md](https://advisorcensus.com/firm/panoramika-advisors-inc-miami-fl-172737.md)) | 172737 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Paradox Financial LLC](https://advisorcensus.com/firm/paradox-financial-llc-322905) ([md](https://advisorcensus.com/firm/paradox-financial-llc-322905.md)) | 322905 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Parker Financial Planning, LLC.](https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413) ([md](https://advisorcensus.com/firm/parker-financial-planning-llc-bradenton-fl-147413.md)) | 147413 | Bradenton, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Subscription, Fixed fee |
| [Pasqua Wealth Solutions](https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618) ([md](https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618.md)) | 139618 | Palm City, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Path Financial, LLC](https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891) ([md](https://advisorcensus.com/firm/path-financial-llc-sarasota-fl-146891.md)) | 146891 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Patina Financial Partners, LLC](https://advisorcensus.com/firm/patina-financial-partners-llc-339516) ([md](https://advisorcensus.com/firm/patina-financial-partners-llc-339516.md)) | 339516 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Patriot Securities LLC](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023) ([md](https://advisorcensus.com/firm/patriot-securities-llc-jupiter-fl-270023.md)) | 270023 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Patrumin Investors, LLC](https://advisorcensus.com/firm/patrumin-investors-llc-naples-fl-170454) ([md](https://advisorcensus.com/firm/patrumin-investors-llc-naples-fl-170454.md)) | 170454 | Naples, FL | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Peachtree Investment Partners, LLC](https://advisorcensus.com/firm/peachtree-investment-partners-llc-vero-beach-fl-142839) ([md](https://advisorcensus.com/firm/peachtree-investment-partners-llc-vero-beach-fl-142839.md)) | 142839 | Vero Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Pelican Financial Planning and Wealth, PLLC](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198) ([md](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198.md)) | 335198 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Peninsula Asset Management Inc](https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600) ([md](https://advisorcensus.com/firm/peninsula-asset-management-inc-bradenton-fl-108600.md)) | 108600 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 44 | % of assets |
| [Personal Asset Management](https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619) ([md](https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619.md)) | 136619 | St Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Personal Wealth Planning, LLC](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390) ([md](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390.md)) | 299390 | Hollywood, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Picea Capital LLC](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775) ([md](https://advisorcensus.com/firm/picea-capital-llc-miami-fl-307775.md)) | 307775 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Pilotai Wealth](https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297) ([md](https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297.md)) | 337297 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Plan Confidence Corporation](https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781) ([md](https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781.md)) | 283781 | Sarasota, FL | SEC-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [Planned Financial Security](https://advisorcensus.com/firm/planned-financial-security-141924) ([md](https://advisorcensus.com/firm/planned-financial-security-141924.md)) | 141924 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 27 | % of assets |
| [Polen International Equity LLC](https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625) ([md](https://advisorcensus.com/firm/polen-international-equity-llc-boca-raton-fl-340625.md)) | 340625 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Poolit Fund Management, LLC](https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774) ([md](https://advisorcensus.com/firm/poolit-fund-management-llc-miami-fl-322774.md)) | 322774 | Miami, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Pope Wealth Management](https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296) ([md](https://advisorcensus.com/firm/pope-wealth-management-lakewood-ranch-fl-310296.md)) | 310296 | Lakewood Ranch, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Portfolio Income Advisers, Inc](https://advisorcensus.com/firm/portfolio-income-advisers-inc-panama-city-fl-124698) ([md](https://advisorcensus.com/firm/portfolio-income-advisers-inc-panama-city-fl-124698.md)) | 124698 | Panama City, FL | State-registered investment adviser | Under $25 million | 23 | % 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 Palm Bay, FL](https://advisorcensus.com/advisors/fl/palm-bay/fee-only) (https://advisorcensus.com/advisors/fl/palm-bay/fee-only.md)
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- [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 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.