# Flat-fee financial advisors in Florida

> Find financial advisors in Florida who charge a fixed fee. AdvisorCensus lists 995 investment advisory firms with a principal office in Florida that report fixed fees among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/flat-fee/page/4

## At a glance

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

## Firms (page 4 of 20, 151 to 200 of 995, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Burgess Chambers & Associates Inc](https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164) ([md](https://advisorcensus.com/firm/burgess-chambers-and-associates-inc-orlando-fl-110164.md)) | 110164 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Hourly, Fixed fee |
| [Burkart Financial Group, Inc.](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579) ([md](https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579.md)) | 290579 | St. Petersburg, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Bush Capital Management, LLC](https://advisorcensus.com/firm/bush-capital-management-llc-297742) ([md](https://advisorcensus.com/firm/bush-capital-management-llc-297742.md)) | 297742 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Subscription, Fixed fee |
| [Caleo Capital N.A. LLC](https://advisorcensus.com/firm/caleo-capital-n-a-llc-ponte-vedra-fl-308542) ([md](https://advisorcensus.com/firm/caleo-capital-n-a-llc-ponte-vedra-fl-308542.md)) | 308542 | Ponte Vedra, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Caliber Wealth Advisory](https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319) ([md](https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319.md)) | 289319 | Tampa, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Other |
| [Calton & Associates, Inc.](https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999) ([md](https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999.md)) | 20999 | Tampa, FL | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Camarda Wealth Advisory Group](https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784) ([md](https://advisorcensus.com/firm/camarda-wealth-advisory-group-fleming-island-fl-113784.md)) | 113784 | Fleming Island, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Cambier Capital, LLC](https://advisorcensus.com/firm/cambier-capital-llc-naples-fl-341216) ([md](https://advisorcensus.com/firm/cambier-capital-llc-naples-fl-341216.md)) | 341216 | Naples, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Cambria Wealth Management](https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458) ([md](https://advisorcensus.com/firm/cambria-wealth-management-sarasota-fl-335458.md)) | 335458 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Camerondowning, Inc.](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258) ([md](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258.md)) | 172258 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Campbell Financial Partners, LLC](https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889) ([md](https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889.md)) | 142889 | Fort Myers, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Campbell Wealth Advisors, LLC](https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308) ([md](https://advisorcensus.com/firm/campbell-wealth-advisors-llc-sarasota-fl-304308.md)) | 304308 | Sarasota, FL | State-registered investment adviser | Not reported | 6 | % of assets, Fixed fee |
| [Campbell Williams, Inc.](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243) ([md](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243.md)) | 142243 | Coral Gables, FL | State-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Campos Financial](https://advisorcensus.com/firm/campos-financial-miami-fl-304860) ([md](https://advisorcensus.com/firm/campos-financial-miami-fl-304860.md)) | 304860 | Miami, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Candor Strategic Partners LLC](https://advisorcensus.com/firm/candor-strategic-partners-llc-ft-lauderdale-fl-334832) ([md](https://advisorcensus.com/firm/candor-strategic-partners-llc-ft-lauderdale-fl-334832.md)) | 334832 | Ft Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Canopy 360 Wealth, LLC](https://advisorcensus.com/firm/canopy-360-wealth-llc-ocala-fl-296771) ([md](https://advisorcensus.com/firm/canopy-360-wealth-llc-ocala-fl-296771.md)) | 296771 | Ocala, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Cantata Wealth Management, LLC](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526) ([md](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526.md)) | 332526 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Capacuity LLC](https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679) ([md](https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679.md)) | 297679 | Lake Mary, FL | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Other |
| [Capital Asset Advisory, Inc.](https://advisorcensus.com/firm/capital-asset-advisory-inc-jacksonville-fl-125685) ([md](https://advisorcensus.com/firm/capital-asset-advisory-inc-jacksonville-fl-125685.md)) | 125685 | Jacksonville, FL | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Capital Markets Services, LLC](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167) ([md](https://advisorcensus.com/firm/capital-markets-services-llc-sarasota-fl-334167.md)) | 334167 | Sarasota, FL | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Capital Wise Advisory](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915) ([md](https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915.md)) | 329915 | Wesley Chapel, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Capital Z Partners Management, LLC](https://advisorcensus.com/firm/capital-z-partners-management-llc-naples-fl-157048) ([md](https://advisorcensus.com/firm/capital-z-partners-management-llc-naples-fl-157048.md)) | 157048 | Naples, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Capstone Investment Management LLC](https://advisorcensus.com/firm/capstone-investment-management-llc-palm-coast-fl-281042) ([md](https://advisorcensus.com/firm/capstone-investment-management-llc-palm-coast-fl-281042.md)) | 281042 | Palm Coast, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Capstone Wealth Management Corp.](https://advisorcensus.com/firm/capstone-wealth-management-corp-lakeland-fl-165359) ([md](https://advisorcensus.com/firm/capstone-wealth-management-corp-lakeland-fl-165359.md)) | 165359 | Lakeland, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Performance fee |
| [Capstonewealth](https://advisorcensus.com/firm/capstonewealth-oxford-fl-328380) ([md](https://advisorcensus.com/firm/capstonewealth-oxford-fl-328380.md)) | 328380 | Oxford, FL | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Carbon Wealth Management](https://advisorcensus.com/firm/carbon-wealth-management-tampa-fl-331891) ([md](https://advisorcensus.com/firm/carbon-wealth-management-tampa-fl-331891.md)) | 331891 | Tampa, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Cardea Capital Advisors, LLC](https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600) ([md](https://advisorcensus.com/firm/cardea-capital-advisors-llc-vero-beach-fl-307600.md)) | 307600 | Vero Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Cardinal Wealth Management](https://advisorcensus.com/firm/cardinal-wealth-management-naples-fl-324753) ([md](https://advisorcensus.com/firm/cardinal-wealth-management-naples-fl-324753.md)) | 324753 | Naples, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Cardone Wealth Advisors](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559) ([md](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559.md)) | 337559 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Carl Domino Inc.](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528) ([md](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528.md)) | 131528 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Carpenter, Claydon Advisors, Inc.](https://advisorcensus.com/firm/carpenter-claydon-advisors-inc-maitland-fl-143516) ([md](https://advisorcensus.com/firm/carpenter-claydon-advisors-inc-maitland-fl-143516.md)) | 143516 | Maitland, FL | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Carrack Capital Inc.](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059) ([md](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059.md)) | 322059 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee, Performance fee |
| [Carter Ridge Strategic Advisors](https://advisorcensus.com/firm/carter-ridge-strategic-advisors-322160) ([md](https://advisorcensus.com/firm/carter-ridge-strategic-advisors-322160.md)) | 322160 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Cassandra Smalley Wealth Management](https://advisorcensus.com/firm/cassandra-smalley-wealth-management-323176) ([md](https://advisorcensus.com/firm/cassandra-smalley-wealth-management-323176.md)) | 323176 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Cassedy Financial Group, Inc.](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446) ([md](https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446.md)) | 111446 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Cassini Capital Management, LLC](https://advisorcensus.com/firm/cassini-capital-management-llc-tallahassee-fl-287861) ([md](https://advisorcensus.com/firm/cassini-capital-management-llc-tallahassee-fl-287861.md)) | 287861 | Tallahassee, FL | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee, Performance fee |
| [Cast Member Financial LLC](https://advisorcensus.com/firm/cast-member-financial-llc-329857) ([md](https://advisorcensus.com/firm/cast-member-financial-llc-329857.md)) | 329857 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Castle Wealth Management](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364) ([md](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364.md)) | 118364 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Cathy A. Wagner, CFP, RIA](https://advisorcensus.com/firm/cathy-a-wagner-cfp-ria-palm-harbor-fl-141583) ([md](https://advisorcensus.com/firm/cathy-a-wagner-cfp-ria-palm-harbor-fl-141583.md)) | 141583 | Palm Harbor, FL | State-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [Cayside Partners](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090) ([md](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090.md)) | 306090 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Cela Wealth Management](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040) ([md](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040.md)) | 148040 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Celaya Wealth Management](https://advisorcensus.com/firm/celaya-wealth-management-172948) ([md](https://advisorcensus.com/firm/celaya-wealth-management-172948.md)) | 172948 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Centrica Wealth Management](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042) ([md](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042.md)) | 335042 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Centrus Financial Strategies](https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651) ([md](https://advisorcensus.com/firm/centrus-financial-strategies-orlando-fl-339651.md)) | 339651 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Century Business & Financial Services](https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164) ([md](https://advisorcensus.com/firm/century-business-and-financial-services-longboat-key-fl-328164.md)) | 328164 | Longboat Key, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Certified Advisory Corp](https://advisorcensus.com/firm/certified-advisory-corp-altamonte-springs-fl-120990) ([md](https://advisorcensus.com/firm/certified-advisory-corp-altamonte-springs-fl-120990.md)) | 120990 | Altamonte Springs, FL | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Certuity, LLC](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505) ([md](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505.md)) | 129505 | North Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [CG Capital Wealth LLC](https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521) ([md](https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521.md)) | 342521 | Hialeah, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Chacon Diaz & DI Virgilio Wealth Management, LLC](https://advisorcensus.com/firm/chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242) ([md](https://advisorcensus.com/firm/chacon-diaz-and-di-virgilio-wealth-management-llc-gainesville-fl-154242.md)) | 154242 | Gainesville, FL | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee, Other |
| [Chipser Wealth Management, LLC](https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396) ([md](https://advisorcensus.com/firm/chipser-wealth-management-llc-destin-fl-306396.md)) | 306396 | Destin, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Florida?**
AdvisorCensus lists 2,487 investment advisory firms with a principal office in Florida, from Form ADV filings as of October 2026: 1,115 SEC-registered, 1,052 state-registered, and 320 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Florida?**
638 of the 2,487 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Florida offer financial planning?**
1,125 of the 2,167 firms in Florida that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Florida fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 638 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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

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