{
  "path": "/advisors/fl/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Florida",
  "filters": {},
  "scope_total": 995,
  "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 charge a fixed fee. AdvisorCensus lists 995 investment advisory firms with a principal office in Florida that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Florida: 995 firms from Form ADV filings as of October 2026.",
  "total_firms": 995,
  "page": 1,
  "total_pages": 20,
  "sort": "name",
  "registration_types": {
    "sec": 490,
    "state": 505,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 293
    },
    {
      "code": "percentage_of_aum",
      "count": 900
    },
    {
      "code": "hourly",
      "count": 590
    },
    {
      "code": "subscription",
      "count": 16
    },
    {
      "code": "fixed",
      "count": 995
    },
    {
      "code": "commissions",
      "count": 21
    },
    {
      "code": "performance_based",
      "count": 123
    },
    {
      "code": "other",
      "count": 147
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 414
    },
    {
      "code": "5_to_9",
      "count": 257
    },
    {
      "code": "10_to_19",
      "count": 215
    },
    {
      "code": "20_plus",
      "count": 108
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 288
    },
    {
      "code": "25m_100m",
      "count": 168
    },
    {
      "code": "100m_500m",
      "count": 279
    },
    {
      "code": "500m_1b",
      "count": 70
    },
    {
      "code": "1b_5b",
      "count": 80
    },
    {
      "code": "over_5b",
      "count": 30
    },
    {
      "code": "not_reported",
      "count": 80
    }
  ],
  "firms": [
    {
      "crd_number": 304110,
      "name": "1818 Private Client Group, LLC",
      "name_as_filed": "1818 PRIVATE CLIENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/1818-private-client-group-llc-aventura-fl-304110",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343350,
      "name": "1977 Wealth, LLC",
      "name_as_filed": "1977 WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/1977-wealth-llc-miami-fl-343350",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 39164,
      "name": "1st Discount Brokerage, Inc.",
      "name_as_filed": "1ST DISCOUNT BROKERAGE, INC.",
      "url": "https://advisorcensus.com/firm/1st-discount-brokerage-inc-lake-worth-fl-39164",
      "city": "Lake Worth",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292402,
      "name": "22 Seven Wealth Management Inc",
      "name_as_filed": "22 SEVEN WEALTH MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/22-seven-wealth-management-inc-panama-city-fl-292402",
      "city": "Panama City",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343914,
      "name": "365SUNDAYS Wealth LLC",
      "name_as_filed": "365SUNDAYS WEALTH LLC",
      "url": "https://advisorcensus.com/firm/365sundays-wealth-llc-343914",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307530,
      "name": "369 Financial LLC",
      "name_as_filed": "369 FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/369-financial-llc-jacksonville-fl-307530",
      "city": "Jacksonville",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326604,
      "name": "4 Vertical",
      "name_as_filed": "4 VERTICAL",
      "url": "https://advisorcensus.com/firm/4-vertical-326604",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154279,
      "name": "401K Generation",
      "name_as_filed": "401K GENERATION",
      "url": "https://advisorcensus.com/firm/401k-generation-altamonte-springs-fl-154279",
      "city": "Altamonte Springs,",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305825,
      "name": "401KARAT",
      "name_as_filed": "401KARAT",
      "url": "https://advisorcensus.com/firm/401karat-winter-park-fl-305825",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337938,
      "name": "7 Star Investment Advisors",
      "name_as_filed": "7 STAR INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/7-star-investment-advisors-337938",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321201,
      "name": "710 Consulting Group, LLC",
      "name_as_filed": "710 CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/710-consulting-group-llc-pembroke-pines-fl-321201",
      "city": "Pembroke Pines",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331478,
      "name": "A&M Private Wealth Partners, LLC",
      "name_as_filed": "A&M PRIVATE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155472,
      "name": "Aaron Brask Capital",
      "name_as_filed": "AARON BRASK CAPITAL",
      "url": "https://advisorcensus.com/firm/aaron-brask-capital-lake-worth-beach-fl-155472",
      "city": "Lake Worth Beach",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318038,
      "name": "AB2 Capital Partners LLC",
      "name_as_filed": "AB2 CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/ab2-capital-partners-llc-hollywood-fl-318038",
      "city": "Hollywood",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339297,
      "name": "Abaco Retirement Advisors LLC",
      "name_as_filed": "ABACO RETIREMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/abaco-retirement-advisors-llc-339297",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298137,
      "name": "Accurate Wealth Management, LLC",
      "name_as_filed": "ACCURATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/accurate-wealth-management-llc-wesley-chapel-fl-298137",
      "city": "Wesley Chapel",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327170,
      "name": "Achieving Veritas LLC",
      "name_as_filed": "ACHIEVING VERITAS LLC",
      "url": "https://advisorcensus.com/firm/achieving-veritas-llc-st-augustine-fl-327170",
      "city": "St. Augustine",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308169,
      "name": "Achilles Wealth Management, LLC",
      "name_as_filed": "ACHILLES WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/achilles-wealth-management-llc-308169",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336749,
      "name": "Acosta Capital Advisors",
      "name_as_filed": "ACOSTA CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/acosta-capital-advisors-336749",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138556,
      "name": "ACP Capital Management, LLC",
      "name_as_filed": "ACP CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/acp-capital-management-llc-miami-fl-138556",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156150,
      "name": "Activest Wealth Management, LLC",
      "name_as_filed": "ACTIVEST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/activest-wealth-management-llc-aventura-fl-156150",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165505,
      "name": "Advanced Financial Analysis, LLC",
      "name_as_filed": "ADVANCED FINANCIAL ANALYSIS, LLC",
      "url": "https://advisorcensus.com/firm/advanced-financial-analysis-llc-165505",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137357,
      "name": "Advanced Tax & Investments, Inc.",
      "name_as_filed": "ADVANCED TAX & INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/advanced-tax-and-investments-inc-rockledge-fl-137357",
      "city": "Rockledge",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284438,
      "name": "Advanced Wealth Management",
      "name_as_filed": "ADVANCED WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282087,
      "name": "Advise Financial",
      "name_as_filed": "ADVISE FINANCIAL",
      "url": "https://advisorcensus.com/firm/advise-financial-boca-raton-fl-282087",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311990,
      "name": "Advus Financial Partners, LLC",
      "name_as_filed": "ADVUS FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/advus-financial-partners-llc-winter-park-fl-311990",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 199511,
      "name": "Aegis Wealth Management, LLC",
      "name_as_filed": "AEGIS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aegis-wealth-management-llc-maitland-fl-199511",
      "city": "Maitland",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111545,
      "name": "Affiliated Private Investors LLC",
      "name_as_filed": "AFFILIATED PRIVATE INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/affiliated-private-investors-llc-west-palm-beach-fl-111545",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 31,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326691,
      "name": "AFT Financial Planning",
      "name_as_filed": "AFT FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/aft-financial-planning-326691",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141522,
      "name": "Agnello Financial Group, Inc.",
      "name_as_filed": "AGNELLO FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/agnello-financial-group-inc-west-palm-beach-fl-141522",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150570,
      "name": "AGW Capital Advisors",
      "name_as_filed": "AGW CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314449,
      "name": "Albert Capital Management LLC",
      "name_as_filed": "ALBERT CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/albert-capital-management-llc-314449",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138537,
      "name": "Alhambra Investment Management LLC",
      "name_as_filed": "ALHAMBRA INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/alhambra-investment-management-llc-palmetto-bay-fl-138537",
      "city": "Palmetto Bay",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332824,
      "name": "Align Equity Group",
      "name_as_filed": "ALIGN EQUITY GROUP",
      "url": "https://advisorcensus.com/firm/align-equity-group-boca-raton-fl-332824",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304506,
      "name": "Align Private Capital",
      "name_as_filed": "ALIGN PRIVATE CAPITAL",
      "url": "https://advisorcensus.com/firm/align-private-capital-sarasota-fl-304506",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343143,
      "name": "Aligned Wealth Advisors, LLC",
      "name_as_filed": "ALIGNED WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/aligned-wealth-advisors-llc-miami-fl-343143",
      "city": "Miami",
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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