{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/15", "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": 15, "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": 306475, "name": "Personalized Financial Solutions LLC", "name_as_filed": "PERSONALIZED FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/personalized-financial-solutions-llc-clearwater-fl-306475", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318639, "name": "Pettus & Dawkins Financial Group, LLC", "name_as_filed": "PETTUS & DAWKINS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/pettus-and-dawkins-financial-group-llc-318639", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282301, "name": "PFG Private Wealth Management, LLC", "name_as_filed": "PFG PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pfg-private-wealth-management-llc-lutz-fl-282301", "city": "Lutz", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333607, "name": "PGW Financial", "name_as_filed": "PGW FINANCIAL", "url": "https://advisorcensus.com/firm/pgw-financial-333607", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299275, "name": "Pinetree Advisors Corp.", "name_as_filed": "PINETREE ADVISORS CORP.", "url": "https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 168685, "name": "Plan Ahead Advisors", "name_as_filed": "PLAN AHEAD ADVISORS", "url": "https://advisorcensus.com/firm/plan-ahead-advisors-west-palm-beach-fl-168685", "city": "West Palm Beach", "state": "FL", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 120213, "name": "Platinum Planning, Inc.", "name_as_filed": "PLATINUM PLANNING, INC.", "url": "https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213", "city": "Sarasota", "state": "FL", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164213, "name": "Point Break Capital Management LLC", "name_as_filed": "POINT BREAK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/point-break-capital-management-llc-miami-fl-164213", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 305143, "name": "Polley Wealth Management LLC", "name_as_filed": "POLLEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/polley-wealth-management-llc-orlando-fl-305143", "city": "Orlando", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 145958, "name": "Portfolio Medics, LLC", "name_as_filed": "PORTFOLIO MEDICS, LLC", "url": "https://advisorcensus.com/firm/portfolio-medics-llc-bonita-springs-fl-145958", "city": "Bonita Springs", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144601, "name": "Portfolio Resources Advisor Group, Inc.", "name_as_filed": "PORTFOLIO RESOURCES ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601", "city": "Coral Gables", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160333, "name": "Powell Investment Advisors, LLC", "name_as_filed": "POWELL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/powell-investment-advisors-llc-miami-fl-160333", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 324253, "name": "Power Financial Partners, LLC", "name_as_filed": "POWER FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/power-financial-partners-llc-tampa-fl-324253", "city": "Tampa", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331860, "name": "Premier Private Wealth Management, LLC", "name_as_filed": "PREMIER PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/premier-private-wealth-management-llc-palm-harbor-fl-331860", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307066, "name": "Preservation Financial Management", "name_as_filed": "PRESERVATION FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/preservation-financial-management-307066", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319102, "name": "Prestige Advisors Inc.", "name_as_filed": "PRESTIGE ADVISORS INC.", "url": "https://advisorcensus.com/firm/prestige-advisors-inc-sarasota-fl-319102", "city": "Sarasota", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 343116, "name": "Primaris Wealth Management", "name_as_filed": "PRIMARIS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/primaris-wealth-management-343116", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124651, "name": "Prism Fund Solutions, Inc.", "name_as_filed": "PRISM FUND SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/prism-fund-solutions-inc-124651", "city": null, "state": null, "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330038, "name": "Private Client Advisor Group, LLC", "name_as_filed": "PRIVATE CLIENT ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/private-client-advisor-group-llc-palm-city-fl-330038", "city": "Palm City", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327124, "name": "Privileged Planning Inc.", "name_as_filed": "PRIVILEGED PLANNING INC.", "url": "https://advisorcensus.com/firm/privileged-planning-inc-green-cove-springs-fl-327124", "city": "Green Cove Springs", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141961, "name": "Profitable Financial Strategies", "name_as_filed": "PROFITABLE FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/profitable-financial-strategies-coral-springs-fl-141961", "city": "Coral Springs", "state": "FL", "years_registered": 27, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336499, "name": "Proper Wealth", "name_as_filed": "PROPER WEALTH", "url": "https://advisorcensus.com/firm/proper-wealth-tallahassee-fl-336499", "city": "Tallahassee", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306630, "name": "Prosperitus Wealth Advisors", "name_as_filed": "PROSPERITUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/prosperitus-wealth-advisors-coral-springs-fl-306630", "city": "Coral Springs", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319614, "name": "Prosperity Path Advisers, LLC", "name_as_filed": "PROSPERITY PATH ADVISERS, LLC", "url": "https://advisorcensus.com/firm/prosperity-path-advisers-llc-vero-beach-fl-319614", "city": "Vero Beach", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126529, "name": "Provenance Wealth Advisors", "name_as_filed": "PROVENANCE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529", "city": "Fort Lauderdale", "state": "FL", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105375, "name": "Provise Management Group, LLC", "name_as_filed": "PROVISE MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/provise-management-group-llc-clearwater-fl-105375", "city": "Clearwater", "state": "FL", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 298080, "name": "Proxy Wealth Advisors LLC", "name_as_filed": "PROXY WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/proxy-wealth-advisors-llc-windermere-fl-298080", "city": "Windermere", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288500, "name": "Prudent Financial Planning", "name_as_filed": "PRUDENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/prudent-financial-planning-naples-fl-288500", "city": "Naples", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324967, "name": "Pruitt Richmond Wealth Management LLC", "name_as_filed": "PRUITT RICHMOND WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pruitt-richmond-wealth-management-llc-estero-fl-324967", "city": "Estero", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285880, "name": "PSI Advisors, LLC", "name_as_filed": "PSI ADVISORS, LLC", "url": "https://advisorcensus.com/firm/psi-advisors-llc-tampa-fl-285880", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310149, "name": "Pullen Investment Management", "name_as_filed": "PULLEN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/pullen-investment-management-bradenton-fl-310149", "city": "Bradenton", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 168247, "name": "Purepath Wealth Management", "name_as_filed": "PUREPATH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/purepath-wealth-management-land-o-lakes-fl-168247", "city": "Land O' Lakes", "state": "FL", "years_registered": null, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 301071, "name": "QP Wealth Management, LLC", "name_as_filed": "QP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/qp-wealth-management-llc-boca-raton-fl-301071", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331655, "name": "QTR Family Wealth, LLC", "name_as_filed": "QTR FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655", "city": "Lake Mary", "state": "FL", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339893, "name": "Quant Alpha Decisions LLC", "name_as_filed": "QUANT ALPHA DECISIONS LLC", "url": "https://advisorcensus.com/firm/quant-alpha-decisions-llc-naples-fl-339893", "city": "Naples", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 165895, "name": "Quantitative Systematic Strategies LLC", "name_as_filed": "QUANTITATIVE SYSTEMATIC STRATEGIES LLC", "url": "https://advisorcensus.com/firm/quantitative-systematic-strategies-llc-st-augustine-fl-165895", "city": "St. Augustine", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340854, "name": "R. Cooper Investments", "name_as_filed": "R. COOPER INVESTMENTS", "url": "https://advisorcensus.com/firm/r-cooper-investments-340854", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141192, "name": "Ralicki Wealth Management & Trust Services", "name_as_filed": "RALICKI WEALTH MANAGEMENT & TRUST SERVICES", "url": "https://advisorcensus.com/firm/ralicki-wealth-management-and-trust-services-stuart-fl-141192", "city": "Stuart", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132827, "name": "Rall Capital Management, Inc.", "name_as_filed": "RALL CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/rall-capital-management-inc-rockledge-fl-132827", "city": "Rockledge", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300966, "name": "Ranch Capital Advisors Inc.", "name_as_filed": "RANCH CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/ranch-capital-advisors-inc-sarasota-fl-300966", "city": "Sarasota", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304825, "name": "Ransome Asset Management", "name_as_filed": "RANSOME ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/ransome-asset-management-304825", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 705, "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/raymond-james-and-associates-inc-st-petersburg-fl-705", "city": "St. Petersburg", "state": "FL", "years_registered": 51, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 149018, "name": "Raymond James Financial Services Advisors, Inc", "name_as_filed": "RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC", "url": "https://advisorcensus.com/firm/raymond-james-financial-services-advisors-inc-saint-petersburg-fl-149018", "city": "Saint Petersburg", "state": "FL", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 329301, "name": "RC Private Wealth, LLC", "name_as_filed": "RC PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143352, "name": "Reality Financial Planning Services, LLC", "name_as_filed": "REALITY FINANCIAL PLANNING SERVICES, LLC", "url": "https://advisorcensus.com/firm/reality-financial-planning-services-llc-sarasota-fl-143352", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126009, "name": "Red Hills Capital, LLC", "name_as_filed": "RED HILLS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/red-hills-capital-llc-tallahassee-fl-126009", "city": "Tallahassee", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174748, "name": "Red Reef Advisors LLC", "name_as_filed": "RED REEF ADVISORS LLC", "url": 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