{
  "path": "/advisors/fl/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/16",
  "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": 16,
  "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": 298618,
      "name": "Renew Family Wealth",
      "name_as_filed": "RENEW FAMILY WEALTH",
      "url": "https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330582,
      "name": "Reshape Wealth",
      "name_as_filed": "RESHAPE WEALTH",
      "url": "https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316188,
      "name": "Resnick Wealth Alliance, LLC",
      "name_as_filed": "RESNICK WEALTH ALLIANCE, LLC",
      "url": "https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324060,
      "name": "Retirement Capital Advisors",
      "name_as_filed": "RETIREMENT CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/retirement-capital-advisors-west-palm-beach-fl-324060",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145149,
      "name": "Retirement Money Management",
      "name_as_filed": "RETIREMENT MONEY MANAGEMENT",
      "url": "https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309005,
      "name": "Retiresharp Wealth Management, LLC",
      "name_as_filed": "RETIRESHARP WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/retiresharp-wealth-management-llc-309005",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335771,
      "name": "Retirevest Financial, LLC",
      "name_as_filed": "RETIREVEST FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/retirevest-financial-llc-335771",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328408,
      "name": "Revision Wealth Management LLC",
      "name_as_filed": "REVISION WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/revision-wealth-management-llc-gainesville-fl-328408",
      "city": "Gainesville",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142134,
      "name": "RFM Investment Advisor",
      "name_as_filed": "RFM INVESTMENT ADVISOR",
      "url": "https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159998,
      "name": "Rialto Capital Management, LLC",
      "name_as_filed": "RIALTO CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998",
      "city": "Miami",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314790,
      "name": "Riddick & Co Entrepreneurial Finance, LLC",
      "name_as_filed": "RIDDICK & CO ENTREPRENEURIAL FINANCE, LLC",
      "url": "https://advisorcensus.com/firm/riddick-and-co-entrepreneurial-finance-llc-314790",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311583,
      "name": "Rinaldi Wealth Management, Inc.",
      "name_as_filed": "RINALDI WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rinaldi-wealth-management-inc-bonita-springs-fl-311583",
      "city": "Bonita Springs",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314312,
      "name": "River City Wealth Management",
      "name_as_filed": "RIVER CITY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/river-city-wealth-management-jacksonville-fl-314312",
      "city": "Jacksonville",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171584,
      "name": "Riverglades Family Offices, LLC",
      "name_as_filed": "RIVERGLADES FAMILY OFFICES, LLC",
      "url": "https://advisorcensus.com/firm/riverglades-family-offices-llc-naples-fl-171584",
      "city": "Naples",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140162,
      "name": "Riverside Wealth Management, Inc.",
      "name_as_filed": "RIVERSIDE WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314175,
      "name": "RK Capital Management, LLC",
      "name_as_filed": "RK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175",
      "city": "Weston",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338200,
      "name": "Roath Capital Advisory",
      "name_as_filed": "ROATH CAPITAL ADVISORY",
      "url": "https://advisorcensus.com/firm/roath-capital-advisory-338200",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155976,
      "name": "Robo Advisor, Inc.",
      "name_as_filed": "ROBO ADVISOR, INC.",
      "url": "https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149325,
      "name": "Rockfleet Financial Services, Inc.",
      "name_as_filed": "ROCKFLEET FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290950,
      "name": "Ronald Gelok & Associates, LLC",
      "name_as_filed": "RONALD GELOK & ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/ronald-gelok-and-associates-llc-naples-fl-290950",
      "city": "Naples",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282080,
      "name": "Roschman Capital Advisors, LLC",
      "name_as_filed": "ROSCHMAN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173054,
      "name": "Rose Capital Advisors, LLC",
      "name_as_filed": "ROSE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323835,
      "name": "Rosenberg Wealth Management LLC",
      "name_as_filed": "ROSENBERG WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rosenberg-wealth-management-llc-323835",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324631,
      "name": "Rossby Financial, LLC",
      "name_as_filed": "ROSSBY FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/rossby-financial-llc-melbourne-fl-324631",
      "city": "Melbourne",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144434,
      "name": "Royal Fund Management, LLC",
      "name_as_filed": "ROYAL FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434",
      "city": "Lady Lake",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169180,
      "name": "Ruggiero Investments",
      "name_as_filed": "RUGGIERO INVESTMENTS",
      "url": "https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128036,
      "name": "Rutherford Asset Planning, Inc.",
      "name_as_filed": "RUTHERFORD ASSET PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/rutherford-asset-planning-inc-tampa-fl-128036",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282804,
      "name": "RVX Asset Management LLC",
      "name_as_filed": "RVX ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rvx-asset-management-llc-aventura-fl-282804",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341871,
      "name": "S2 Capital Management",
      "name_as_filed": "S2 CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/s2-capital-management-341871",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327015,
      "name": "Saaga",
      "name_as_filed": "SAAGA",
      "url": "https://advisorcensus.com/firm/saaga-miami-fl-327015",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169659,
      "name": "Safe Harbor Fiduciary, LLC",
      "name_as_filed": "SAFE HARBOR FIDUCIARY, LLC",
      "url": "https://advisorcensus.com/firm/safe-harbor-fiduciary-llc-pensacola-fl-169659",
      "city": "Pensacola",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143918,
      "name": "Safety of Principle Wealth Management, LLC",
      "name_as_filed": "SAFETY OF PRINCIPLE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/safety-of-principle-wealth-management-llc-coral-springs-fl-143918",
      "city": "Coral Springs",
      "state": "FL",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307212,
      "name": "Sagace Wealth Management",
      "name_as_filed": "SAGACE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298912,
      "name": "Sage Wealth Consulting, LLC",
      "name_as_filed": "SAGE WEALTH CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/sage-wealth-consulting-llc-sarasota-fl-298912",
      "city": "Sarasota",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316089,
      "name": "Salt Mines Advisors",
      "name_as_filed": "SALT MINES ADVISORS",
      "url": "https://advisorcensus.com/firm/salt-mines-advisors-316089",
      "city": null,
      "state": null,
      "years_registered": 4,
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}
