{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/5", "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": 5, "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": 308286, "name": "Chiron Capital Management, LLC", "name_as_filed": "CHIRON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chiron-capital-management-llc-tallahassee-fl-308286", "city": "Tallahassee", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142133, "name": "Christia LI Roberts", "name_as_filed": "CHRISTIA LI ROBERTS", "url": "https://advisorcensus.com/firm/christia-li-roberts-142133", "city": null, "state": null, "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283639, "name": "Chronos Capital Advisors LLC", "name_as_filed": "CHRONOS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332022, "name": "Cibao Wealth Management", "name_as_filed": "CIBAO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cibao-wealth-management-332022", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311969, "name": "CIC, LLC", "name_as_filed": "CIC, LLC", "url": "https://advisorcensus.com/firm/cic-llc-marco-island-fl-311969", "city": "Marco Island", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110904, "name": "Ciccarelli Advisory Services Inc", "name_as_filed": "CICCARELLI ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/ciccarelli-advisory-services-inc-naples-fl-110904", "city": "Naples", "state": "FL", "years_registered": 40, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336646, "name": "Cima Sports & Wealth Management Inc", "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282405, "name": "Clarity Capital Advisors, LLC", "name_as_filed": "CLARITY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/clarity-capital-advisors-llc-lakewood-ranch-fl-282405", "city": "Lakewood Ranch", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323321, "name": "Clarity Financial Advisors LLC", "name_as_filed": "CLARITY FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321", "city": "St. Petersburg", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 316258, "name": "Clarity Financial Design", "name_as_filed": "CLARITY FINANCIAL DESIGN", "url": "https://advisorcensus.com/firm/clarity-financial-design-sarasota-fl-316258", "city": "Sarasota", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 172321, "name": "Clark Financial Planning Services LLC", "name_as_filed": "CLARK FINANCIAL PLANNING SERVICES LLC", "url": "https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321", "city": "Coconut Creek", "state": "FL", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306186, "name": "Clearwell Group", "name_as_filed": "CLEARWELL GROUP", "url": "https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 167790, "name": "Client 1st Advisory Group", "name_as_filed": "CLIENT 1ST ADVISORY GROUP", "url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790", "city": "Dunedin", "state": "FL", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141995, "name": "Client First Financial Advisors, LLC", "name_as_filed": "CLIENT FIRST FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/client-first-financial-advisors-llc-141995", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289929, "name": "Client Focused Financial", "name_as_filed": "CLIENT FOCUSED FINANCIAL", "url": "https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929", "city": "Saint Petersburg", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327315, "name": "Clout Capital", "name_as_filed": "CLOUT CAPITAL", "url": "https://advisorcensus.com/firm/clout-capital-miami-fl-327315", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336813, "name": "CMA Advisors, Inc.", "name_as_filed": "CMA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cma-advisors-inc-336813", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289372, "name": "Code Waechter LLC", "name_as_filed": "CODE WAECHTER LLC", "url": "https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372", "city": "Tampa", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161659, "name": "Cogent Independent Advisors, Inc.", "name_as_filed": "COGENT INDEPENDENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cogent-independent-advisors-inc-st-augustine-fl-161659", "city": "St Augustine", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319092, "name": "Cogent Private Wealth", "name_as_filed": "COGENT PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/cogent-private-wealth-orlando-fl-319092", "city": "Orlando", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142106, "name": "Collaborative Wealth", "name_as_filed": "COLLABORATIVE WEALTH", "url": "https://advisorcensus.com/firm/collaborative-wealth-lake-mary-fl-142106", "city": "Lake Mary", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169730, "name": "Column Park Asset Management, LP", "name_as_filed": "COLUMN PARK ASSET MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/column-park-asset-management-lp-cocoa-beach-fl-169730", "city": "Cocoa Beach", "state": "FL", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 316843, "name": "Compass Financial Advisory Services, LLC", "name_as_filed": "COMPASS FINANCIAL ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/compass-financial-advisory-services-llc-ormond-beach-fl-316843", "city": "Ormond Beach", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125186, "name": "Compass Financial Group, Inc.", "name_as_filed": "COMPASS FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186", "city": "Deerfield Beach", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305680, "name": "Compass Group Investments Solutions LLC", "name_as_filed": "COMPASS GROUP INVESTMENTS SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 131324, "name": "Comprehensive Wealth Solutions, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330657, "name": "Concurrent Asset Management, LLC", "name_as_filed": "CONCURRENT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323135, "name": "Concurrent Investment Advisors, LLC", "name_as_filed": "CONCURRENT INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174670, "name": "Conscious Capital Wealth Management, LLC", "name_as_filed": "CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 314869, "name": "Contemporary Financial Planning", "name_as_filed": "CONTEMPORARY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/contemporary-financial-planning-jacksonville-fl-314869", "city": "Jacksonville", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286061, "name": "Copper Canyon LLC", "name_as_filed": "COPPER CANYON LLC", "url": "https://advisorcensus.com/firm/copper-canyon-llc-286061", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333615, "name": "Coquina Private Wealth Advisors", "name_as_filed": "COQUINA PRIVATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/coquina-private-wealth-advisors-port-charlotte-fl-333615", "city": "Port Charlotte", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307117, "name": "Coral Wealth Management, LLC", "name_as_filed": "CORAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174386, "name": "Core Wealth Advisors, Inc.", "name_as_filed": "CORE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/core-wealth-advisors-inc-lakeland-fl-174386", "city": "Lakeland", "state": "FL", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162870, "name": "Core Wealth Management, Inc.", "name_as_filed": "CORE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870", "city": "Jupiter", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319448, "name": "Corient", "name_as_filed": "CORIENT", "url": "https://advisorcensus.com/firm/corient-miami-fl-319448", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 332189, "name": "Corrales & Co.", "name_as_filed": "CORRALES & CO.", "url": "https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285131, "name": "Cortez Wealth Advisors LLC", "name_as_filed": "CORTEZ WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/cortez-wealth-advisors-llc-oldsmar-fl-285131", "city": "Oldsmar", "state": "FL", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134303, "name": "Couture Financial Inc.", "name_as_filed": "COUTURE FINANCIAL INC.", "url": "https://advisorcensus.com/firm/couture-financial-inc-sarasota-fl-134303", "city": "Sarasota", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 173956, "name": "Covato Capital Management, LLC", "name_as_filed": "COVATO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/covato-capital-management-llc-173956", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326810, "name": "Covingtonalsina", "name_as_filed": "COVINGTONALSINA", "url": "https://advisorcensus.com/firm/covingtonalsina-jacksonville-fl-326810", "city": "Jacksonville", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144888, "name": "CPA Investment Solutions, Inc.", "name_as_filed": "CPA INVESTMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888", "city": "Sarasota", "state": "FL", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330284, "name": "CPA Synced Financial", "name_as_filed": "CPA SYNCED FINANCIAL", "url": "https://advisorcensus.com/firm/cpa-synced-financial-330284", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104914, "name": "CPS Investment Advisors", "name_as_filed": "CPS INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/cps-investment-advisors-lakeland-fl-104914", "city": "Lakeland", "state": "FL", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289557, "name": "Craft Wealth Services", "name_as_filed": "CRAFT WEALTH SERVICES", "url": "https://advisorcensus.com/firm/craft-wealth-services-tampa-fl-289557", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164784, "name": "Cramer & Rauchegger, Inc.", "name_as_filed": "CRAMER & RAUCHEGGER, INC.", "url": "https://advisorcensus.com/firm/cramer-and-rauchegger-inc-maitland-fl-164784", "city": "Maitland", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 154894, "name": "Creand Management", "name_as_filed": "CREAND MANAGEMENT", "url": "https://advisorcensus.com/firm/creand-management-miami-fl-154894", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311758, "name": "Create Wealth Financial Planning LLC", "name_as_filed": "CREATE WEALTH FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/create-wealth-financial-planning-llc-311758", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296861, "name": "Creo Capital Partners Management LLC", "name_as_filed": "CREO CAPITAL PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/creo-capital-partners-management-llc-miami-fl-296861", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 336683, "name": "Crewson Financial", "name_as_filed": "CREWSON FINANCIAL", "url": "https://advisorcensus.com/firm/crewson-financial-336683", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "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" } }