{
  "path": "/advisors/fl/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/2",
  "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": 2,
  "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": 332521,
      "name": "Alton Road Capital, LP",
      "name_as_filed": "ALTON ROAD CAPITAL, LP",
      "url": "https://advisorcensus.com/firm/alton-road-capital-lp-vero-beach-fl-332521",
      "city": "Vero Beach",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282816,
      "name": "American Dream",
      "name_as_filed": "AMERICAN DREAM",
      "url": "https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154050,
      "name": "American Family Legacy Group",
      "name_as_filed": "AMERICAN FAMILY LEGACY GROUP",
      "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108530,
      "name": "American Financial Advisors Inc",
      "name_as_filed": "AMERICAN FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/american-financial-advisors-inc-winter-park-fl-108530",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322018,
      "name": "American Harbour Wealth Management, LLC",
      "name_as_filed": "AMERICAN HARBOUR WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/american-harbour-wealth-management-llc-orlando-fl-322018",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322265,
      "name": "Amerity Wealth Management, LLC",
      "name_as_filed": "AMERITY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/amerity-wealth-management-llc-lakeland-fl-322265",
      "city": "Lakeland",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167806,
      "name": "Ames Capital Management, Inc.",
      "name_as_filed": "AMES CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/ames-capital-management-inc-167806",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172728,
      "name": "Ames Financial Solutions, LLC",
      "name_as_filed": "AMES FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/ames-financial-solutions-llc-ocoee-fl-172728",
      "city": "Ocoee",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319247,
      "name": "Amicorp Wealth Services",
      "name_as_filed": "AMICORP WEALTH SERVICES",
      "url": "https://advisorcensus.com/firm/amicorp-wealth-services-miami-fl-319247",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319227,
      "name": "Amida Wealth Advisors, LLC",
      "name_as_filed": "AMIDA WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/amida-wealth-advisors-llc-miami-fl-319227",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343558,
      "name": "Ample Wealth Partners LLC",
      "name_as_filed": "AMPLE WEALTH PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/ample-wealth-partners-llc-orlando-fl-343558",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314949,
      "name": "Amplify My Wealth",
      "name_as_filed": "AMPLIFY MY WEALTH",
      "url": "https://advisorcensus.com/firm/amplify-my-wealth-314949",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342544,
      "name": "Anchor & Oak Wealth Advisors, LLC",
      "name_as_filed": "ANCHOR & OAK WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/anchor-and-oak-wealth-advisors-llc-marco-island-fl-342544",
      "city": "Marco Island",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329286,
      "name": "Anchor Wealth Management Group LLC",
      "name_as_filed": "ANCHOR WEALTH MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/anchor-wealth-management-group-llc-west-palm-beach-fl-329286",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150463,
      "name": "Andbanc Advisory LLC",
      "name_as_filed": "ANDBANC ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/andbanc-advisory-llc-miami-fl-150463",
      "city": "Miami",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126641,
      "name": "Anderson Financial Partners, Inc.",
      "name_as_filed": "ANDERSON FINANCIAL PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/anderson-financial-partners-inc-ponte-vedra-fl-126641",
      "city": "Ponte Vedra",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141590,
      "name": "Andrew Hill Investment Advisors, Inc.",
      "name_as_filed": "ANDREW HILL INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/andrew-hill-investment-advisors-inc-naples-fl-141590",
      "city": "Naples",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343233,
      "name": "Andromeda Wealth LLC",
      "name_as_filed": "ANDROMEDA WEALTH LLC",
      "url": "https://advisorcensus.com/firm/andromeda-wealth-llc-miami-fl-343233",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281413,
      "name": "Angelus Investment Consulting, Inc.",
      "name_as_filed": "ANGELUS INVESTMENT CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/angelus-investment-consulting-inc-coral-gables-fl-281413",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156551,
      "name": "Antonetti Capital Management, LLC",
      "name_as_filed": "ANTONETTI CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/antonetti-capital-management-llc-naples-fl-156551",
      "city": "Naples",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310670,
      "name": "AP Financial Contingency Group Inc",
      "name_as_filed": "AP FINANCIAL CONTINGENCY GROUP INC",
      "url": "https://advisorcensus.com/firm/ap-financial-contingency-group-inc-310670",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156043,
      "name": "Aragon Global Management, LP",
      "name_as_filed": "ARAGON GLOBAL MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/aragon-global-management-lp-miami-fl-156043",
      "city": "Miami",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141562,
      "name": "Arbogast Financial Advisors, LLC",
      "name_as_filed": "ARBOGAST FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/arbogast-financial-advisors-llc-melbourne-fl-141562",
      "city": "Melbourne",
      "state": "FL",
      "years_registered": 29,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151807,
      "name": "Archpoint Investors",
      "name_as_filed": "ARCHPOINT INVESTORS",
      "url": "https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150416,
      "name": "Armada Advisors",
      "name_as_filed": "ARMADA ADVISORS",
      "url": "https://advisorcensus.com/firm/armada-advisors-pensacola-fl-150416",
      "city": "Pensacola",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342832,
      "name": "ARX Strategic Wealth",
      "name_as_filed": "ARX STRATEGIC WEALTH",
      "url": "https://advisorcensus.com/firm/arx-strategic-wealth-orlando-fl-342832",
      "city": "Orlando",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325532,
      "name": "Ascent Wealth Management Group, LLC",
      "name_as_filed": "ASCENT WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/ascent-wealth-management-group-llc-coral-gables-fl-325532",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149013,
      "name": "ASG Capital",
      "name_as_filed": "ASG CAPITAL",
      "url": "https://advisorcensus.com/firm/asg-capital-miami-fl-149013",
      "city": "Miami",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313212,
      "name": "Aspen Wealth Management, LLC",
      "name_as_filed": "ASPEN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aspen-wealth-management-llc-aventura-fl-313212",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142396,
      "name": "Asset Management Financial Services Inc.",
      "name_as_filed": "ASSET MANAGEMENT FINANCIAL SERVICES INC.",
      "url": "https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396",
      "city": "Clearwater",
      "state": "FL",
      "years_registered": 36,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126242,
      "name": "Asset Planning Corporation",
      "name_as_filed": "ASSET PLANNING CORPORATION",
      "url": "https://advisorcensus.com/firm/asset-planning-corporation-w-palm-beach-fl-126242",
      "city": "W. Palm Beach",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164544,
      "name": "Asset Protection Group",
      "name_as_filed": "ASSET PROTECTION GROUP",
      "url": "https://advisorcensus.com/firm/asset-protection-group-sunrise-fl-164544",
      "city": "Sunrise",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133356,
      "name": "Associated Investor Services, Inc.",
      "name_as_filed": "ASSOCIATED INVESTOR SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/associated-investor-services-inc-ft-lauderdale-fl-133356",
      "city": "Ft. Lauderdale",
      "state": "FL",
      "years_registered": 32,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309550,
      "name": "Assuredpartners Investment Advisors",
      "name_as_filed": "ASSUREDPARTNERS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143451,
      "name": "Assurity Wealth Management",
      "name_as_filed": "ASSURITY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/assurity-wealth-management-bradenton-fl-143451",
      "city": "Bradenton",
      "state": "FL",
      "years_registered": 18,
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    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}
