{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/17", "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": 17, "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": 312164, "name": "Schrum Private Wealth Management, LLC", "name_as_filed": "SCHRUM PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/schrum-private-wealth-management-llc-saint-augustine-fl-312164", "city": "Saint Augustine", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339039, "name": "Seminario Asset Management LLC", "name_as_filed": "SEMINARIO ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039", "city": "Coral Gables", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 305094, "name": "Semper Wealth Management LLC", "name_as_filed": "SEMPER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/semper-wealth-management-llc-305094", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305758, "name": "Semus Wealth Partners, LLC", "name_as_filed": "SEMUS WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758", "city": "Boca Raton", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288885, "name": "Sensible Wealth Management, Inc.", "name_as_filed": "SENSIBLE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sensible-wealth-management-inc-288885", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122923, "name": "Sentinel Wealth Inc", "name_as_filed": "SENTINEL WEALTH INC", "url": "https://advisorcensus.com/firm/sentinel-wealth-inc-bonita-springs-fl-122923", "city": "Bonita Springs", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311428, "name": "Servatus Capital", "name_as_filed": "SERVATUS CAPITAL", "url": "https://advisorcensus.com/firm/servatus-capital-naples-fl-311428", "city": "Naples", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324114, "name": "Seven Mile Advisory LLC", "name_as_filed": "SEVEN MILE ADVISORY LLC", "url": "https://advisorcensus.com/firm/seven-mile-advisory-llc-tallahassee-fl-324114", "city": "Tallahassee", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 307368, "name": "SFG Wealth Advisors, LLC", "name_as_filed": "SFG WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sfg-wealth-advisors-llc-tampa-fl-307368", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329057, "name": "Shaw Financial Solutions LLC", "name_as_filed": "SHAW FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 38619, "name": "Shearson Financial Services, LLC", "name_as_filed": "SHEARSON FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619", "city": "Boca Raton", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339703, "name": "Shepherds of Capital", "name_as_filed": "SHEPHERDS OF CAPITAL", "url": "https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329803, "name": "Sick Advisory Services", "name_as_filed": "SICK ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172256, "name": "Sickle Hunter Financial Advisors", "name_as_filed": "SICKLE HUNTER FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sickle-hunter-financial-advisors-tampa-fl-172256", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 110129, "name": "Sierra Capital LLC", "name_as_filed": "SIERRA CAPITAL LLC", "url": "https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129", "city": "Miami", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290309, "name": "Sikes Financial Services, LLC", "name_as_filed": "SIKES FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108682, "name": "Siler Wealth Management", "name_as_filed": "SILER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/siler-wealth-management-longwood-fl-108682", "city": "Longwood", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288563, "name": "Simetria Advisory Group LLC", "name_as_filed": "SIMETRIA ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309014, "name": "Simplepath Wealth Management, LLC", "name_as_filed": "SIMPLEPATH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/simplepath-wealth-management-llc-palm-harbor-fl-309014", "city": "Palm Harbor", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 317218, "name": "Singer Wealth Advisors LLC", "name_as_filed": "SINGER WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310581, "name": "Skyview Financial Group, LLC", "name_as_filed": "SKYVIEW FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338282, "name": "Skyview Pinnacle", "name_as_filed": "SKYVIEW PINNACLE", "url": "https://advisorcensus.com/firm/skyview-pinnacle-338282", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286669, "name": "Slatestone Wealth LLC", "name_as_filed": "SLATESTONE WEALTH LLC", "url": "https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669", "city": "Jupiter", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338689, "name": "Slight Edge Wealth Strategies, LLC", "name_as_filed": "SLIGHT EDGE WEALTH STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/slight-edge-wealth-strategies-llc-jacksonville-fl-338689", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305029, "name": "Smaart LLC", "name_as_filed": "SMAART LLC", "url": "https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029", "city": "Hialeah", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 340796, "name": "Smith Financial LLC", "name_as_filed": "SMITH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/smith-financial-llc-ocala-fl-340796", "city": "Ocala", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340495, "name": "SN Private Wealth Group, LLC", "name_as_filed": "SN PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/sn-private-wealth-group-llc-jacksonville-fl-340495", "city": "Jacksonville", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333387, "name": "SOL Financial", "name_as_filed": "SOL FINANCIAL", "url": "https://advisorcensus.com/firm/sol-financial-miami-fl-333387", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 321742, "name": "Sollinda Capital Management LLC", "name_as_filed": "SOLLINDA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 39437, "name": "Sorsby Financial Corp", "name_as_filed": "SORSBY FINANCIAL CORP", "url": "https://advisorcensus.com/firm/sorsby-financial-corp-bonita-springs-fl-39437", "city": "Bonita Springs", "state": "FL", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 173272, "name": "Sound Income Strategies, LLC", "name_as_filed": "SOUND INCOME STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272", "city": "Fort Lauderdale", "state": "FL", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 178531, "name": "Southeastern Financial Planning, LLC", "name_as_filed": "SOUTHEASTERN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/southeastern-financial-planning-llc-pensacola-fl-178531", "city": "Pensacola", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311328, "name": "Southshore Financial Planning", "name_as_filed": "SOUTHSHORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/southshore-financial-planning-tampa-fl-311328", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317060, "name": "Spalding, Steven", "name_as_filed": "SPALDING, STEVEN", "url": "https://advisorcensus.com/firm/spalding-steven-317060", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322922, "name": "Spark Wealth Advisors", "name_as_filed": "SPARK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/spark-wealth-advisors-jacksonville-fl-322922", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152670, "name": "Sparrow Wealth Management", "name_as_filed": "SPARROW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sparrow-wealth-management-orlando-fl-152670", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288145, "name": "Spectra Investment Management, LLC", "name_as_filed": "SPECTRA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/spectra-investment-management-llc-stuart-fl-288145", "city": "Stuart", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327350, "name": "Spirepoint Private Client, LLC", "name_as_filed": "SPIREPOINT PRIVATE CLIENT, LLC", "url": "https://advisorcensus.com/firm/spirepoint-private-client-llc-vero-beach-fl-327350", "city": "Vero Beach", "state": "FL", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147075, "name": "Spraker West Wealth Management, Inc", "name_as_filed": "SPRAKER WEST WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/spraker-west-wealth-management-inc-winter-park-fl-147075", "city": "Winter Park", "state": "FL", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299957, "name": "Spyrnal Financial Group", "name_as_filed": "SPYRNAL FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/spyrnal-financial-group-bokeelia-fl-299957", "city": "Bokeelia", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169538, "name": "ST. Johns Investment Management Company, LLC", "name_as_filed": "ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/st-johns-investment-management-company-llc-jacksonville-fl-169538", "city": "Jacksonville", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319545, "name": "Stadium Financial LLC", "name_as_filed": "STADIUM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/stadium-financial-llc-orlando-fl-319545", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136671, "name": "Standfast Asset Management, LLC", "name_as_filed": "STANDFAST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/standfast-asset-management-llc-jacksonville-beach-fl-136671", "city": "Jacksonville Beach", "state": "FL", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339724, "name": "Stanford Wealth Planning LLC", "name_as_filed": "STANFORD WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/stanford-wealth-planning-llc-339724", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332344, "name": "Star Wealth Advisors", "name_as_filed": "STAR WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114052, "name": "Statetrust Capital, LLC.", "name_as_filed": "STATETRUST CAPITAL, LLC.", "url": "https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052", "city": "Boca Raton", "state": "FL", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115145, "name": "Steadfast Financial Services", "name_as_filed": "STEADFAST FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/steadfast-financial-services-115145", "city": null, "state": null, "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327734, "name": "Steerson Advisors", "name_as_filed": "STEERSON ADVISORS", "url": "https://advisorcensus.com/firm/steerson-advisors-327734", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 319712, "name": "Stein Financial LLC", "name_as_filed": "STEIN FINANCIAL LLC", "url": "https://advisorcensus.com/firm/stein-financial-llc-destin-fl-319712", "city": "Destin", 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