{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/12", "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": 12, "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": 291681, "name": "Lefils Wealth Management LLC", "name_as_filed": "LEFILS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lefils-wealth-management-llc-orange-city-fl-291681", "city": "Orange City", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147160, "name": "Legacy Family Office, LLC", "name_as_filed": "LEGACY FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/legacy-family-office-llc-bonita-springs-fl-147160", "city": "Bonita Springs", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 326117, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117", "city": "North Miami Beach", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316299, "name": "Legatum Services LLC", "name_as_filed": "LEGATUM SERVICES LLC", "url": "https://advisorcensus.com/firm/legatum-services-llc-st-augustine-fl-316299", "city": "St Augustine", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335553, "name": "Lentz Advisors", "name_as_filed": "LENTZ ADVISORS", "url": "https://advisorcensus.com/firm/lentz-advisors-gainesville-fl-335553", "city": "Gainesville", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301289, "name": "Leste USA, LLC", "name_as_filed": "LESTE USA, LLC", "url": "https://advisorcensus.com/firm/leste-usa-llc-miami-fl-301289", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334164, "name": "Liberty Advisory Group, Inc.", "name_as_filed": "LIBERTY ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/liberty-advisory-group-inc-ponte-vedra-beach-fl-334164", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288358, "name": "Life After Grief Financial Planning", "name_as_filed": "LIFE AFTER GRIEF FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/life-after-grief-financial-planning-orlando-fl-288358", "city": "Orlando", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129338, "name": "Life Planning Partners, Inc.", "name_as_filed": "LIFE PLANNING PARTNERS, INC.", "url": "https://advisorcensus.com/firm/life-planning-partners-inc-jacksonville-fl-129338", "city": "Jacksonville", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329797, "name": "Lifecraft Wealth Management", "name_as_filed": "LIFECRAFT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lifecraft-wealth-management-sunrise-fl-329797", "city": "Sunrise", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146966, "name": "Lifeinvest Wealth Management, Ltd", "name_as_filed": "LIFEINVEST WEALTH MANAGEMENT, LTD", "url": "https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119800, "name": "Lifespan Financial Strategies, Inc.", "name_as_filed": "LIFESPAN FINANCIAL STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/lifespan-financial-strategies-inc-weston-fl-119800", "city": "Weston", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283512, "name": "Lifestyle Freedom Advisory Group, LLC", "name_as_filed": "LIFESTYLE FREEDOM ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/lifestyle-freedom-advisory-group-llc-bradenton-fl-283512", "city": "Bradenton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 137277, "name": "Lighthouse Financial", "name_as_filed": "LIGHTHOUSE FINANCIAL", "url": "https://advisorcensus.com/firm/lighthouse-financial-saint-petersburg-fl-137277", "city": "Saint Petersburg", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136591, "name": "Lighthouse Investment Partners, LLC", "name_as_filed": "LIGHTHOUSE INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 147403, "name": "Lighthouse Retirement", "name_as_filed": "LIGHTHOUSE RETIREMENT", "url": "https://advisorcensus.com/firm/lighthouse-retirement-ponte-vedra-fl-147403", "city": "Ponte Vedra", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147647, "name": "Litovsky Asset Management", "name_as_filed": "LITOVSKY ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/litovsky-asset-management-147647", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 128246, "name": "Livingston Financial Planning, Inc.", "name_as_filed": "LIVINGSTON FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/livingston-financial-planning-inc-santa-rosa-beach-fl-128246", "city": "Santa Rosa Beach", "state": "FL", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336279, "name": "Local Wealth Advisors", "name_as_filed": "LOCAL WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/local-wealth-advisors-naples-fl-336279", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127591, "name": "Lodestar Advisory Group, LLC", "name_as_filed": "LODESTAR ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/lodestar-advisory-group-llc-naples-fl-127591", "city": "Naples", "state": "FL", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110555, "name": "Longman Wealthcare Management, LLC", "name_as_filed": "LONGMAN WEALTHCARE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555", "city": "Miami", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132786, "name": "Lowry Financial Advisors", "name_as_filed": "LOWRY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/lowry-financial-advisors-tioga-fl-132786", "city": "Tioga", "state": "FL", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 323556, "name": "LRI Investments", "name_as_filed": "LRI INVESTMENTS", "url": "https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333746, "name": "LRZ Capital LLC", "name_as_filed": "LRZ CAPITAL LLC", "url": "https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 310592, "name": "Lulla Wealth Financial", "name_as_filed": "LULLA WEALTH FINANCIAL", "url": "https://advisorcensus.com/firm/lulla-wealth-financial-vero-beach-fl-310592", "city": "Vero Beach", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119576, "name": "Luma Capital", "name_as_filed": "LUMA CAPITAL", "url": "https://advisorcensus.com/firm/luma-capital-naples-fl-119576", "city": "Naples", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305865, "name": "Luminary Financial Advisors, LLC", "name_as_filed": "LUMINARY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/luminary-financial-advisors-llc-cocoa-beach-fl-305865", "city": "Cocoa Beach", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 170859, "name": "M&M Wealth Management, LLC", "name_as_filed": "M&M WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m-and-m-wealth-management-llc-fort-myers-fl-170859", "city": "Fort Myers", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149788, "name": "Mac Investment Management", "name_as_filed": "MAC INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/mac-investment-management-149788", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304078, "name": "Maceratio LLC", "name_as_filed": "MACERATIO LLC", "url": "https://advisorcensus.com/firm/maceratio-llc-miami-fl-304078", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111318, "name": "Macke Financial Advisory Group", "name_as_filed": "MACKE FINANCIAL ADVISORY GROUP", "url": "https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318", "city": "Fort Myers", "state": "FL", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157819, "name": "Maclendon Wealth Management, LLC", "name_as_filed": "MACLENDON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819", "city": "Delray Beach", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112607, "name": "Madden Advisory Services, Inc.", "name_as_filed": "MADDEN ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607", "city": "Jacksonville", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333520, "name": "Made Financial Design", "name_as_filed": "MADE FINANCIAL DESIGN", "url": "https://advisorcensus.com/firm/made-financial-design-333520", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156856, "name": "Maggi Investment Services, LLC", "name_as_filed": "MAGGI INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/maggi-investment-services-llc-oldmar-fl-156856", "city": "Oldmar", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310354, "name": "Mandarin Advisers", "name_as_filed": "MANDARIN ADVISERS", "url": "https://advisorcensus.com/firm/mandarin-advisers-310354", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 167335, "name": "MAR Wealth Management Services, LLC", "name_as_filed": "MAR WEALTH MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111964, "name": "Mariner Institutional, LLC", "name_as_filed": "MARINER INSTITUTIONAL, LLC", "url": "https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964", "city": "Winter Park", "state": "FL", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173080, "name": "Marketgrader Capital, LLC", "name_as_filed": "MARKETGRADER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116604, "name": "Marquis Wealth Management Group", "name_as_filed": "MARQUIS WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/marquis-wealth-management-group-fort-myers-fl-116604", "city": "Fort Myers", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105381, "name": "Martin Investment Management, LLC", "name_as_filed": "MARTIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165906, "name": "MAS Advisors LLC", "name_as_filed": "MAS ADVISORS LLC", "url": "https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906", "city": "Coral Gables", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300937, "name": "Mash Financial Planning", "name_as_filed": "MASH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/mash-financial-planning-jacksonville-fl-300937", "city": "Jacksonville", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 293840, "name": "Maslar Financial", "name_as_filed": "MASLAR FINANCIAL", "url": "https://advisorcensus.com/firm/maslar-financial-293840", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333776, "name": "Matters Capital LLC", "name_as_filed": "MATTERS CAPITAL LLC", "url": "https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289761, "name": "Matthias Private Wealth, LLC", "name_as_filed": "MATTHIAS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/matthias-private-wealth-llc-winter-park-fl-289761", "city": "Winter Park", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333888, "name": "McCarty Wealth", "name_as_filed": "MCCARTY WEALTH", "url": "https://advisorcensus.com/firm/mccarty-wealth-rockledge-fl-333888", "city": "Rockledge", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142883, "name": "McCloskey & Associates, P.A.", "name_as_filed": "MCCLOSKEY & ASSOCIATES, P.A.", "url": "https://advisorcensus.com/firm/mccloskey-and-associates-p-a-melbourne-fl-142883", "city": "Melbourne", "state": "FL", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142187, "name": "McDavid & Company Wealth Management Services", "name_as_filed": "MCDAVID & COMPANY WEALTH MANAGEMENT SERVICES", "url": 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