# Flat-fee financial advisors in Florida

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/flat-fee/page/16

## At a glance

- Investment advisory firms: 995
- Registration: SEC-registered investment adviser: 490, State-registered investment adviser: 505
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 293 (29%); Percentage of assets 900 (90%); Hourly charges 590 (59%); Subscription fees (newsletter or periodical) 16 (2%); Fixed fees 995 (100%); Commissions 21 (2%); Performance-based fees 123 (12%); Other 147 (15%)
- Regulatory assets under management (Item 5.F): Under $25 million 288 (29%); $25 million to $100 million 168 (17%); $100 million to $500 million 279 (28%); $500 million to $1 billion 70 (7%); $1 billion to $5 billion 80 (8%); Over $5 billion 30 (3%); Not reported 80 (8%)
- Years registered: Under 5 years 414 (42%); 5 to 9 years 257 (26%); 10 to 19 years 215 (22%); 20 years or more 108 (11%); Not reported 1 (0%)

## Firms (page 16 of 20, 751 to 800 of 995, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Renew Family Wealth](https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618) ([md](https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618.md)) | 298618 | Jupiter, FL | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Reshape Wealth](https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582) ([md](https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582.md)) | 330582 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Resnick Wealth Alliance, LLC](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188) ([md](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188.md)) | 316188 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Retirement Capital Advisors](https://advisorcensus.com/firm/retirement-capital-advisors-west-palm-beach-fl-324060) ([md](https://advisorcensus.com/firm/retirement-capital-advisors-west-palm-beach-fl-324060.md)) | 324060 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Retirement Money Management](https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149) ([md](https://advisorcensus.com/firm/retirement-money-management-sarasota-fl-145149.md)) | 145149 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee, Commissions |
| [Retiresharp Wealth Management, LLC](https://advisorcensus.com/firm/retiresharp-wealth-management-llc-309005) ([md](https://advisorcensus.com/firm/retiresharp-wealth-management-llc-309005.md)) | 309005 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee |
| [Retirevest Financial, LLC](https://advisorcensus.com/firm/retirevest-financial-llc-335771) ([md](https://advisorcensus.com/firm/retirevest-financial-llc-335771.md)) | 335771 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Revision Wealth Management LLC](https://advisorcensus.com/firm/revision-wealth-management-llc-gainesville-fl-328408) ([md](https://advisorcensus.com/firm/revision-wealth-management-llc-gainesville-fl-328408.md)) | 328408 | Gainesville, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [RFM Investment Advisor](https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134) ([md](https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134.md)) | 142134 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Rialto Capital Management, LLC](https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998) ([md](https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998.md)) | 159998 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Riddick & Co Entrepreneurial Finance, LLC](https://advisorcensus.com/firm/riddick-and-co-entrepreneurial-finance-llc-314790) ([md](https://advisorcensus.com/firm/riddick-and-co-entrepreneurial-finance-llc-314790.md)) | 314790 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Rinaldi Wealth Management, Inc.](https://advisorcensus.com/firm/rinaldi-wealth-management-inc-bonita-springs-fl-311583) ([md](https://advisorcensus.com/firm/rinaldi-wealth-management-inc-bonita-springs-fl-311583.md)) | 311583 | Bonita Springs, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [River City Wealth Management](https://advisorcensus.com/firm/river-city-wealth-management-jacksonville-fl-314312) ([md](https://advisorcensus.com/firm/river-city-wealth-management-jacksonville-fl-314312.md)) | 314312 | Jacksonville, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Riverglades Family Offices, LLC](https://advisorcensus.com/firm/riverglades-family-offices-llc-naples-fl-171584) ([md](https://advisorcensus.com/firm/riverglades-family-offices-llc-naples-fl-171584.md)) | 171584 | Naples, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee, Other |
| [Riverside Wealth Management, Inc.](https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162) ([md](https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162.md)) | 140162 | West Palm Beach, FL | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [RK Capital Management, LLC](https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175) ([md](https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175.md)) | 314175 | Weston, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Roath Capital Advisory](https://advisorcensus.com/firm/roath-capital-advisory-338200) ([md](https://advisorcensus.com/firm/roath-capital-advisory-338200.md)) | 338200 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Robo Advisor, Inc.](https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976) ([md](https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976.md)) | 155976 | Lake Mary, FL | SEC-registered investment adviser | Not reported | 15 | % of assets, Hourly, Fixed fee, Other |
| [Rockfleet Financial Services, Inc.](https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325) ([md](https://advisorcensus.com/firm/rockfleet-financial-services-inc-sarasota-fl-149325.md)) | 149325 | Sarasota, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Ronald Gelok & Associates, LLC](https://advisorcensus.com/firm/ronald-gelok-and-associates-llc-naples-fl-290950) ([md](https://advisorcensus.com/firm/ronald-gelok-and-associates-llc-naples-fl-290950.md)) | 290950 | Naples, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Roschman Capital Advisors, LLC](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080) ([md](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080.md)) | 282080 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee, Other |
| [Rose Capital Advisors, LLC](https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054) ([md](https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054.md)) | 173054 | Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Rosenberg Wealth Management LLC](https://advisorcensus.com/firm/rosenberg-wealth-management-llc-323835) ([md](https://advisorcensus.com/firm/rosenberg-wealth-management-llc-323835.md)) | 323835 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Rossby Financial, LLC](https://advisorcensus.com/firm/rossby-financial-llc-melbourne-fl-324631) ([md](https://advisorcensus.com/firm/rossby-financial-llc-melbourne-fl-324631.md)) | 324631 | Melbourne, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Royal Fund Management, LLC](https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434) ([md](https://advisorcensus.com/firm/royal-fund-management-llc-lady-lake-fl-144434.md)) | 144434 | Lady Lake, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Ruggiero Investments](https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180) ([md](https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180.md)) | 169180 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Rutherford Asset Planning, Inc.](https://advisorcensus.com/firm/rutherford-asset-planning-inc-tampa-fl-128036) ([md](https://advisorcensus.com/firm/rutherford-asset-planning-inc-tampa-fl-128036.md)) | 128036 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Fixed fee |
| [RVX Asset Management LLC](https://advisorcensus.com/firm/rvx-asset-management-llc-aventura-fl-282804) ([md](https://advisorcensus.com/firm/rvx-asset-management-llc-aventura-fl-282804.md)) | 282804 | Aventura, FL | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee, Performance fee |
| [S2 Capital Management](https://advisorcensus.com/firm/s2-capital-management-341871) ([md](https://advisorcensus.com/firm/s2-capital-management-341871.md)) | 341871 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Saaga](https://advisorcensus.com/firm/saaga-miami-fl-327015) ([md](https://advisorcensus.com/firm/saaga-miami-fl-327015.md)) | 327015 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Safe Harbor Fiduciary, LLC](https://advisorcensus.com/firm/safe-harbor-fiduciary-llc-pensacola-fl-169659) ([md](https://advisorcensus.com/firm/safe-harbor-fiduciary-llc-pensacola-fl-169659.md)) | 169659 | Pensacola, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Safety of Principle Wealth Management, LLC](https://advisorcensus.com/firm/safety-of-principle-wealth-management-llc-coral-springs-fl-143918) ([md](https://advisorcensus.com/firm/safety-of-principle-wealth-management-llc-coral-springs-fl-143918.md)) | 143918 | Coral Springs, FL | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Sagace Wealth Management](https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212) ([md](https://advisorcensus.com/firm/sagace-wealth-management-st-petersburg-fl-307212.md)) | 307212 | St. Petersburg, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Sage Wealth Consulting, LLC](https://advisorcensus.com/firm/sage-wealth-consulting-llc-sarasota-fl-298912) ([md](https://advisorcensus.com/firm/sage-wealth-consulting-llc-sarasota-fl-298912.md)) | 298912 | Sarasota, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Salt Mines Advisors](https://advisorcensus.com/firm/salt-mines-advisors-316089) ([md](https://advisorcensus.com/firm/salt-mines-advisors-316089.md)) | 316089 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Fixed fee |
| [Saltmarsh Financial Advisors, LLC](https://advisorcensus.com/firm/saltmarsh-financial-advisors-llc-pensacola-fl-132248) ([md](https://advisorcensus.com/firm/saltmarsh-financial-advisors-llc-pensacola-fl-132248.md)) | 132248 | Pensacola, FL | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [San Blas Capital, LLC](https://advisorcensus.com/firm/san-blas-capital-llc-140971) ([md](https://advisorcensus.com/firm/san-blas-capital-llc-140971.md)) | 140971 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sanchez Wealth Management Group, LLC](https://advisorcensus.com/firm/sanchez-wealth-management-group-llc-jacksonville-fl-169274) ([md](https://advisorcensus.com/firm/sanchez-wealth-management-group-llc-jacksonville-fl-169274.md)) | 169274 | Jacksonville, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Sanctuary Advisors, LLC](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606) ([md](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606.md)) | 226606 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sancus Wealth Management LLC](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226) ([md](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226.md)) | 313226 | Miami, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Sandy Morris Financial & Estate Planning Services, LLC](https://advisorcensus.com/firm/sandy-morris-financial-and-estate-planning-services-llc-tampa-fl-187519) ([md](https://advisorcensus.com/firm/sandy-morris-financial-and-estate-planning-services-llc-tampa-fl-187519.md)) | 187519 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Sapiens Advisors](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254) ([md](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254.md)) | 341254 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Sapphire Wealth Consulting, Inc.](https://advisorcensus.com/firm/sapphire-wealth-consulting-inc-ponte-vedra-beach-fl-284007) ([md](https://advisorcensus.com/firm/sapphire-wealth-consulting-inc-ponte-vedra-beach-fl-284007.md)) | 284007 | Ponte Vedra Beach, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Sarasota Capital Strategies,inc.](https://advisorcensus.com/firm/sarasota-capital-strategies-inc-osprey-fl-125951) ([md](https://advisorcensus.com/firm/sarasota-capital-strategies-inc-osprey-fl-125951.md)) | 125951 | Osprey, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Sardona Global Advisors LLC](https://advisorcensus.com/firm/sardona-global-advisors-llc-326726) ([md](https://advisorcensus.com/firm/sardona-global-advisors-llc-326726.md)) | 326726 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee, Performance fee |
| [Saul Wealth Advisors, LLC](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371) ([md](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371.md)) | 337371 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Savvy Wealth Management LLC](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380) ([md](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380.md)) | 313380 | Miami Beach, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Sawgrass Asset Management LLC](https://advisorcensus.com/firm/sawgrass-asset-management-llc-ponte-vedra-beach-fl-108831) ([md](https://advisorcensus.com/firm/sawgrass-asset-management-llc-ponte-vedra-beach-fl-108831.md)) | 108831 | Ponte Vedra Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Schaffer & Company Asset Management, Inc.](https://advisorcensus.com/firm/schaffer-and-company-asset-management-inc-jacksonville-fl-138463) ([md](https://advisorcensus.com/firm/schaffer-and-company-asset-management-inc-jacksonville-fl-138463.md)) | 138463 | Jacksonville, FL | SEC-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Schorn Wealth](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104) ([md](https://advisorcensus.com/firm/schorn-wealth-englewood-fl-304104.md)) | 304104 | Englewood, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |

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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)
- [Fee-only financial advisors in Florida](https://advisorcensus.com/advisors/fl/fee-only) (https://advisorcensus.com/advisors/fl/fee-only.md)
- [Hourly financial advisors in Florida](https://advisorcensus.com/advisors/fl/hourly) (https://advisorcensus.com/advisors/fl/hourly.md)
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- [Flat-fee financial advisors in Port St. Lucie, FL](https://advisorcensus.com/advisors/fl/port-st-lucie/flat-fee) (https://advisorcensus.com/advisors/fl/port-st-lucie/flat-fee.md)
- [Flat-fee financial advisors in Wildwood, FL](https://advisorcensus.com/advisors/fl/wildwood/flat-fee) (https://advisorcensus.com/advisors/fl/wildwood/flat-fee.md)
- [Flat-fee financial advisors in Panama City, FL](https://advisorcensus.com/advisors/fl/panama-city/flat-fee) (https://advisorcensus.com/advisors/fl/panama-city/flat-fee.md)
- [Flat-fee financial advisors in Punta Gorda, FL](https://advisorcensus.com/advisors/fl/punta-gorda/flat-fee) (https://advisorcensus.com/advisors/fl/punta-gorda/flat-fee.md)
- [Flat-fee financial advisors in Sebring, FL](https://advisorcensus.com/advisors/fl/sebring/flat-fee) (https://advisorcensus.com/advisors/fl/sebring/flat-fee.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Florida: 995 firms from Form ADV filings as of October 2026.