{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/19", "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": 19, "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": 300043, "name": "Toams Financial", "name_as_filed": "TOAMS FINANCIAL", "url": "https://advisorcensus.com/firm/toams-financial-jacksonville-fl-300043", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104711, "name": "Tobias Financial Advisors", "name_as_filed": "TOBIAS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711", "city": "Plantation", "state": "FL", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164761, "name": "Todd Wealth Management LLC", "name_as_filed": "TODD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/todd-wealth-management-llc-venice-fl-164761", "city": "Venice", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175341, "name": "Together Planning", "name_as_filed": "TOGETHER PLANNING", "url": "https://advisorcensus.com/firm/together-planning-gainesville-fl-175341", "city": "Gainesville", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341389, "name": "Together Wealth Group LLC", "name_as_filed": "TOGETHER WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321206, "name": "Tolida Enterprises, LLC", "name_as_filed": "TOLIDA ENTERPRISES, LLC", "url": "https://advisorcensus.com/firm/tolida-enterprises-llc-delray-beach-fl-321206", "city": "Delray Beach", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308086, "name": "Tori", "name_as_filed": "TORI", "url": "https://advisorcensus.com/firm/tori-celebration-fl-308086", "city": "Celebration", "state": "FL", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329417, "name": "Toring Financial Advisors, Inc.", "name_as_filed": "TORING FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/toring-financial-advisors-inc-palm-harbor-fl-329417", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286588, "name": "Total Financial Planning, LLC", "name_as_filed": "TOTAL FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/total-financial-planning-llc-286588", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166664, "name": "Total Wealth Planning and Management, Inc.", "name_as_filed": "TOTAL WEALTH PLANNING AND MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/total-wealth-planning-and-management-inc-ponte-vedra-beach-fl-166664", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 344135, "name": "Tower Wealth Planning", "name_as_filed": "TOWER WEALTH PLANNING", "url": "https://advisorcensus.com/firm/tower-wealth-planning-344135", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336817, "name": "Trammell Wealth", "name_as_filed": "TRAMMELL WEALTH", "url": "https://advisorcensus.com/firm/trammell-wealth-336817", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166684, "name": "Treasure Coast Financial Planning, Inc.", "name_as_filed": "TREASURE COAST FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/treasure-coast-financial-planning-inc-vero-beach-fl-166684", "city": "Vero Beach", "state": "FL", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 342083, "name": "Trigsted Wealth Advisory", "name_as_filed": "TRIGSTED WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/trigsted-wealth-advisory-342083", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 341186, "name": "Trillium Wealth LLC", "name_as_filed": "TRILLIUM WEALTH LLC", "url": "https://advisorcensus.com/firm/trillium-wealth-llc-winter-park-fl-341186", "city": "Winter Park", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310217, "name": "Trinity Fund Advisors LLC", "name_as_filed": "TRINITY FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/trinity-fund-advisors-llc-miami-fl-310217", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 343185, "name": "Trout Capital Management, LLC", "name_as_filed": "TROUT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trout-capital-management-llc-343185", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 298899, "name": "True Life Wealth Management, LLC", "name_as_filed": "TRUE LIFE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/true-life-wealth-management-llc-tampa-fl-298899", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 336137, "name": "True Path Financial LLC", "name_as_filed": "TRUE PATH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/true-path-financial-llc-sarasota-fl-336137", "city": "Sarasota", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167112, "name": "Truesdell Wealth, Inc.", "name_as_filed": "TRUESDELL WEALTH, INC.", "url": "https://advisorcensus.com/firm/truesdell-wealth-inc-ocala-fl-167112", "city": "Ocala", "state": "FL", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331649, "name": "Truevine Family Wealth", "name_as_filed": "TRUEVINE FAMILY WEALTH", "url": "https://advisorcensus.com/firm/truevine-family-wealth-331649", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108426, "name": "Trustwell Financial Advisors, LLC", "name_as_filed": "TRUSTWELL FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trustwell-financial-advisors-llc-jacksonville-fl-108426", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297885, "name": "Tudor Advisors LLC", "name_as_filed": "TUDOR ADVISORS LLC", "url": "https://advisorcensus.com/firm/tudor-advisors-llc-miami-fl-297885", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134204, "name": "Turner Financial Group, Inc.", "name_as_filed": "TURNER FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/turner-financial-group-inc-pace-fl-134204", "city": "Pace", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 315468, "name": "Unda Financial and Consulting LLC", "name_as_filed": "UNDA FINANCIAL AND CONSULTING LLC", "url": "https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468", "city": "Palmetto Bay", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339693, "name": "Union Grove Capital, LLC", "name_as_filed": "UNION GROVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/union-grove-capital-llc-339693", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312462, "name": "Unique Wealth, LLC", "name_as_filed": "UNIQUE WEALTH, LLC", "url": "https://advisorcensus.com/firm/unique-wealth-llc-tampa-fl-312462", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288249, "name": "Unison Asset Management LLC", "name_as_filed": "UNISON ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/unison-asset-management-llc-aventura-fl-288249", "city": "Aventura", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 289892, "name": "URS Advisory", "name_as_filed": "URS ADVISORY", "url": "https://advisorcensus.com/firm/urs-advisory-jupiter-fl-289892", "city": "Jupiter", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300280, "name": "Uyana Partners LLC", "name_as_filed": "UYANA PARTNERS LLC", "url": "https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324947, "name": "Valle Financial Group", "name_as_filed": "VALLE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/valle-financial-group-doral-fl-324947", "city": "Doral", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 171358, "name": "Valor Advisors LLC", "name_as_filed": "VALOR ADVISORS LLC", "url": "https://advisorcensus.com/firm/valor-advisors-llc-miami-fl-171358", "city": "Miami", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 107321, "name": "Value Financial Advisers, Inc.", "name_as_filed": "VALUE FINANCIAL ADVISERS, INC.", "url": "https://advisorcensus.com/firm/value-financial-advisers-inc-orlando-fl-107321", "city": "Orlando", "state": "FL", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 179535, "name": "Vantage Wealth Management LLC", "name_as_filed": "VANTAGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vantage-wealth-management-llc-aventura-fl-179535", "city": "Aventura", "state": "FL", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323237, "name": "Vector Technologies, LLC", "name_as_filed": "VECTOR TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237", "city": "Miami Beach", "state": "FL", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 189514, "name": "Veltria Advisors Corp.", "name_as_filed": "VELTRIA ADVISORS CORP.", "url": "https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334307, "name": "Venture Wealth Solutions LLC", "name_as_filed": "VENTURE WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/venture-wealth-solutions-llc-334307", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304331, "name": "Venturemfo LLC", "name_as_filed": "VENTUREMFO LLC", "url": "https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322962, "name": "Vero Strategic Yield, LLC", "name_as_filed": "VERO STRATEGIC YIELD, LLC", "url": "https://advisorcensus.com/firm/vero-strategic-yield-llc-322962", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 289127, "name": "Vestwyze, LLC", "name_as_filed": "VESTWYZE, LLC", "url": "https://advisorcensus.com/firm/vestwyze-llc-orlando-fl-289127", "city": "Orlando", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 343621, "name": "Vetoshko Wealth Management", "name_as_filed": "VETOSHKO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/vetoshko-wealth-management-343621", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332886, "name": "Vidal Wealth Management", "name_as_filed": "VIDAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/vidal-wealth-management-332886", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 299619, "name": "Vigil Wealth Management, LLC", "name_as_filed": "VIGIL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vigil-wealth-management-llc-ponte-vedra-beach-fl-299619", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157341, "name": "Vine Investment Advisors, LP", "name_as_filed": "VINE INVESTMENT ADVISORS, LP", "url": "https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 324032, "name": "Vizcaya Capital Partners LLC", "name_as_filed": "VIZCAYA CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333063, "name": "W Bradley Wealth Management LLC", "name_as_filed": "W BRADLEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/w-bradley-wealth-management-llc-333063", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287703, "name": "W.H. Financial Services, Inc.", "name_as_filed": "W.H. 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