{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/3", "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": 3, "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": 145919, "name": "Azzendo Wealth Advisors", "name_as_filed": "AZZENDO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/azzendo-wealth-advisors-coral-gables-fl-145919", "city": "Coral Gables", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110295, "name": "B&C Financial Advisors", "name_as_filed": "B&C FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/b-and-c-financial-advisors-ponte-vedra-beach-fl-110295", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159113, "name": "Barnett Capital Advisors LLC", "name_as_filed": "BARNETT CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/barnett-capital-advisors-llc-miami-fl-159113", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126767, "name": "Baron Silver Stevens Financial Advisors, LLC", "name_as_filed": "BARON SILVER STEVENS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/baron-silver-stevens-financial-advisors-llc-boca-raton-fl-126767", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 125444, "name": "Barr Financial Services, LLC", "name_as_filed": "BARR FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/barr-financial-services-llc-winter-park-fl-125444", "city": "Winter Park", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321991, "name": "Base Wealth Management", "name_as_filed": "BASE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/base-wealth-management-lakewood-ranch-fl-321991", "city": "Lakewood Ranch", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289419, "name": "Basile Financial Group, Inc.", "name_as_filed": "BASILE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419", "city": "Palm Harbor", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333420, "name": "Bastion Fiduciary", "name_as_filed": "BASTION FIDUCIARY", "url": "https://advisorcensus.com/firm/bastion-fiduciary-islamorada-fl-333420", "city": "Islamorada", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304334, "name": "Bates Real Estate and Financial Advisory Services", "name_as_filed": "BATES REAL ESTATE AND FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/bates-real-estate-and-financial-advisory-services-304334", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110209, "name": "Bayshore Capital", "name_as_filed": "BAYSHORE CAPITAL", "url": "https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209", "city": "Tampa", "state": "FL", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 306105, "name": "Bayshore Financial Solutions, LLC", "name_as_filed": "BAYSHORE FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105", "city": "St. Petersburg", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338822, "name": "Baytrust Wealth Management, LLC", "name_as_filed": "BAYTRUST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329073, "name": "Bayview Financial Planning", "name_as_filed": "BAYVIEW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168047, "name": "BCI Securities, Inc.", "name_as_filed": "BCI SECURITIES, INC.", "url": "https://advisorcensus.com/firm/bci-securities-inc-miami-fl-168047", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284115, "name": "Be More Advisors, LLC", "name_as_filed": "BE MORE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/be-more-advisors-llc-hallandale-beach-fl-284115", "city": "Hallandale Beach", "state": "FL", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 331633, "name": "Beckham Financial, LLC", "name_as_filed": "BECKHAM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/beckham-financial-llc-331633", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329476, "name": "Bella Capital", "name_as_filed": "BELLA CAPITAL", "url": "https://advisorcensus.com/firm/bella-capital-miami-fl-329476", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290882, "name": "Belleair Asset Management, LLC", "name_as_filed": "BELLEAIR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882", "city": "Belleair Bluffs", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287966, "name": "Benchmark Financial Wealth Advisors LLC", "name_as_filed": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 292194, "name": "Benson Avenue Capital, LLC", "name_as_filed": "BENSON AVENUE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/benson-avenue-capital-llc-292194", "city": null, "state": null, "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334768, "name": "Bequest Capital LLC", "name_as_filed": "BEQUEST CAPITAL LLC", "url": "https://advisorcensus.com/firm/bequest-capital-llc-sarasota-fl-334768", "city": "Sarasota", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 221526, "name": "Best Financial Life", "name_as_filed": "BEST FINANCIAL LIFE", "url": "https://advisorcensus.com/firm/best-financial-life-melbourne-beach-fl-221526", "city": "Melbourne Beach", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 241793, "name": "BFA Wealth Management", "name_as_filed": "BFA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793", "city": "Boca Raton", "state": "FL", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323102, "name": "Bishop Capital Advisors LLC", "name_as_filed": "BISHOP CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 326609, "name": "Bitcoin Standard", "name_as_filed": "BITCOIN STANDARD", "url": "https://advisorcensus.com/firm/bitcoin-standard-st-petersburg-fl-326609", "city": "St Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 312679, "name": "Black Creek Wealth Management, LLC", "name_as_filed": "BLACK CREEK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-creek-wealth-management-llc-312679", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 277085, "name": "Blackridge Asset Management, LLC", "name_as_filed": "BLACKRIDGE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085", "city": "Jupiter", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289142, "name": "Blacktower Financial Management (US) LLC", "name_as_filed": "BLACKTOWER FINANCIAL MANAGEMENT (US) LLC", "url": "https://advisorcensus.com/firm/blacktower-financial-management-us-llc-orlando-fl-289142", "city": "Orlando", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332078, "name": "Blade Financial", "name_as_filed": "BLADE FINANCIAL", "url": "https://advisorcensus.com/firm/blade-financial-tampa-fl-332078", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317306, "name": "Bloom Investment", "name_as_filed": "BLOOM INVESTMENT", "url": "https://advisorcensus.com/firm/bloom-investment-orlando-fl-317306", "city": "Orlando", "state": "FL", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319757, "name": "Blue Jasper Capital LLC", "name_as_filed": "BLUE JASPER CAPITAL LLC", "url": "https://advisorcensus.com/firm/blue-jasper-capital-llc-clermont-fl-319757", "city": "Clermont", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305906, "name": "Blue Marlin Advisors, LLC", "name_as_filed": "BLUE MARLIN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906", "city": "West Palm Beach", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107833, "name": "Blue Ocean Capital", "name_as_filed": "BLUE OCEAN CAPITAL", "url": "https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833", "city": "West Palm Beach", "state": "FL", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288923, "name": "Blue Water Advisors LP", "name_as_filed": "BLUE WATER ADVISORS LP", "url": "https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923", "city": "Boca Raton", "state": "FL", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 332297, "name": "Blueprint Capital Group LLC", "name_as_filed": "BLUEPRINT CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/blueprint-capital-group-llc-casseleberry-fl-332297", "city": "Casseleberry", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 161097, "name": "Blueskye Investment Advisers, LLC", "name_as_filed": "BLUESKYE INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/blueskye-investment-advisers-llc-orlando-fl-161097", "city": "Orlando", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 337253, "name": "Bluestar Wealth Management", "name_as_filed": "BLUESTAR WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bluestar-wealth-management-lake-mary-fl-337253", "city": "Lake Mary", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329406, "name": "Bluewater Asset Management", "name_as_filed": "BLUEWATER ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/bluewater-asset-management-329406", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108038, "name": "Boca Wealth Advisors", "name_as_filed": "BOCA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038", "city": "Boca Raton", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133220, "name": "Bradford Financial Services Corp", "name_as_filed": "BRADFORD FINANCIAL SERVICES CORP", "url": "https://advisorcensus.com/firm/bradford-financial-services-corp-tarpon-springs-fl-133220", "city": "Tarpon Springs", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333952, "name": "Brazil Advisors LLC", "name_as_filed": "BRAZIL ADVISORS LLC", "url": "https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 159827, "name": "BRC Management LLC", "name_as_filed": "BRC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brc-management-llc-159827", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326528, "name": "Brice Financial Advisors Inc", "name_as_filed": "BRICE FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283974, "name": "Brickell Financial Group LLC", "name_as_filed": "BRICKELL FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169806, "name": "Brightwater Advisory, LLC", "name_as_filed": "BRIGHTWATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146128, "name": "Broad Reach Wealth Management, LLC", "name_as_filed": "BROAD REACH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broad-reach-wealth-management-llc-sarasota-fl-146128", "city": "Sarasota", "state": "FL", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316925, "name": "Buckley Financial Group", "name_as_filed": "BUCKLEY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/buckley-financial-group-daytona-beach-fl-316925", "city": "Daytona Beach", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137453, "name": "Bull & Bear Capital Advisors, LLC", "name_as_filed": "BULL & BEAR CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bull-and-bear-capital-advisors-llc-jacksonville-fl-137453", "city": "Jacksonville", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288871, "name": "Bull Market Investment Management, Inc.", "name_as_filed": "BULL MARKET INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 141588, "name": "Bulltick Wealth Management, LLC", "name_as_filed": "BULLTICK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588", "city": "Miami", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/fl", "label": "Financial advisors in Florida" }, "fee_pages": [ { "path": "/advisors/fl/fee-only", "label": "Fee-only financial advisors in Florida", "firm_count": 638 }, { "path": "/advisors/fl/hourly", "label": "Hourly financial advisors in Florida", "firm_count": 789 } ], "metro_fee_pages": [ { "path": "/advisors/fl/miami/flat-fee", "firm_count": 343, "label": "Flat-fee financial advisors in Miami, FL" }, { "path": "/advisors/fl/tampa/flat-fee", "firm_count": 120, "label": "Flat-fee financial advisors in Tampa, FL" }, { "path": "/advisors/fl/orlando/flat-fee", "firm_count": 103, "label": "Flat-fee financial advisors in Orlando, FL" }, { "path": "/advisors/fl/north-port/flat-fee", "firm_count": 57, "label": "Flat-fee financial advisors in North Port, FL" }, { "path": "/advisors/fl/jacksonville/flat-fee", "firm_count": 56, "label": "Flat-fee financial advisors in Jacksonville, FL" }, { "path": "/advisors/fl/naples/flat-fee", "firm_count": 32, "label": "Flat-fee financial advisors in Naples, FL" }, { "path": "/advisors/fl/cape-coral/flat-fee", "firm_count": 22, "label": "Flat-fee financial advisors in Cape Coral, FL" }, { "path": "/advisors/fl/palm-bay/flat-fee", "firm_count": 19, "label": "Flat-fee financial advisors in Palm Bay, FL" }, { "path": "/advisors/fl/deltona/flat-fee", "firm_count": 13, "label": "Flat-fee financial advisors in Deltona, FL" }, { "path": "/advisors/fl/lakeland/flat-fee", "firm_count": 12, "label": "Flat-fee financial advisors in Lakeland, FL" }, { "path": "/advisors/fl/gainesville/flat-fee", "firm_count": 9, "label": "Flat-fee financial advisors in Gainesville, FL" }, { "path": "/advisors/fl/sebastian/flat-fee", "firm_count": 9, "label": "Flat-fee financial advisors in Sebastian, FL" }, { "path": "/advisors/fl/pensacola/flat-fee", "firm_count": 8, "label": "Flat-fee financial advisors in Pensacola, FL" }, { "path": "/advisors/fl/tallahassee/flat-fee", "firm_count": 8, "label": "Flat-fee financial advisors in Tallahassee, FL" }, { "path": "/advisors/fl/crestview/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Crestview, FL" }, { "path": "/advisors/fl/ocala/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Ocala, FL" }, { "path": "/advisors/fl/port-st-lucie/flat-fee", "firm_count": 7, "label": "Flat-fee financial advisors in Port St. Lucie, FL" }, { "path": "/advisors/fl/wildwood/flat-fee", "firm_count": 2, "label": "Flat-fee financial advisors in Wildwood, FL" }, { "path": "/advisors/fl/panama-city/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Panama City, FL" }, { "path": "/advisors/fl/punta-gorda/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Punta Gorda, FL" }, { "path": "/advisors/fl/sebring/flat-fee", "firm_count": 1, "label": "Flat-fee financial advisors in Sebring, FL" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }