{ "path": "/advisors/fl/flat-fee", "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/6", "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": 6, "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": 336193, "name": "Critical Mass Financial, LLC", "name_as_filed": "CRITICAL MASS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/critical-mass-financial-llc-melbourne-fl-336193", "city": "Melbourne", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298284, "name": "Crocker Capital, LLC", "name_as_filed": "CROCKER CAPITAL, LLC", "url": "https://advisorcensus.com/firm/crocker-capital-llc-298284", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 130729, "name": "CS Advisors Inc.", "name_as_filed": "CS ADVISORS INC.", "url": "https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729", "city": "Boca Raton", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131167, "name": "Csenge Advisory Group, LLC", "name_as_filed": "CSENGE ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/csenge-advisory-group-llc-clearwater-fl-131167", "city": "Clearwater", "state": "FL", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107964, "name": "Cumberland Advisors", "name_as_filed": "CUMBERLAND ADVISORS", "url": "https://advisorcensus.com/firm/cumberland-advisors-sarasota-fl-107964", "city": "Sarasota", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 164817, "name": "CV Advisors LLC", "name_as_filed": "CV ADVISORS LLC", "url": "https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817", "city": "Aventura", "state": "FL", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158940, "name": "CWA Asset Management Group", "name_as_filed": "CWA ASSET MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/cwa-asset-management-group-naples-fl-158940", "city": "Naples", "state": "FL", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 307781, "name": "Cyndeo Wealth Partners", "name_as_filed": "CYNDEO WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781", "city": "St. Petersburg", "state": "FL", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335347, "name": "Cypress Capital", "name_as_filed": "CYPRESS CAPITAL", "url": "https://advisorcensus.com/firm/cypress-capital-tallahassee-fl-335347", "city": "Tallahassee", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337401, "name": "D3 Advisors LLC", "name_as_filed": "D3 ADVISORS LLC", "url": "https://advisorcensus.com/firm/d3-advisors-llc-fort-walton-beach-fl-337401", "city": "Fort Walton Beach", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319371, "name": "Daba Advisors LLC", "name_as_filed": "DABA ADVISORS LLC", "url": "https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 285629, "name": "Daemon Investment and Asset Management, LLC", "name_as_filed": "DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daemon-investment-and-asset-management-llc-miami-fl-285629", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 341516, "name": "Daher Capital Group, LLC", "name_as_filed": "DAHER CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/daher-capital-group-llc-jupiter-fl-341516", "city": "Jupiter", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297987, "name": "Dakota Wealth, LLC", "name_as_filed": "DAKOTA WEALTH, LLC", "url": "https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 35971, "name": "Dale K. Ehrhart, Inc.", "name_as_filed": "DALE K. EHRHART, INC.", "url": "https://advisorcensus.com/firm/dale-k-ehrhart-inc-venice-fl-35971", "city": "Venice", "state": "FL", "years_registered": 48, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301456, "name": "Daniels D'Amelio Investment Management Group, LLC", "name_as_filed": "DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456", "city": "Jupiter", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153544, "name": "Dara Capital US, Inc.", "name_as_filed": "DARA CAPITAL US, INC.", "url": "https://advisorcensus.com/firm/dara-capital-us-inc-miami-fl-153544", "city": "Miami", "state": "FL", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 166585, "name": "Darwin Wealth Management", "name_as_filed": "DARWIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585", "city": "Tampa", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341033, "name": "Data Analytics Capital LLC", "name_as_filed": "DATA ANALYTICS CAPITAL LLC", "url": "https://advisorcensus.com/firm/data-analytics-capital-llc-miami-fl-341033", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285952, "name": "Davis Private Wealth, LLC", "name_as_filed": "DAVIS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952", "city": "Royal Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135259, "name": "Dawson James Asset Management, Inc.", "name_as_filed": "DAWSON JAMES ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/dawson-james-asset-management-inc-boca-raton-fl-135259", "city": "Boca Raton", "state": "FL", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133795, "name": "Daybright Advisory Services, Inc.", "name_as_filed": "DAYBRIGHT ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/daybright-advisory-services-inc-miami-fl-133795", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115344, "name": "Deep Blue Investment Advisors", "name_as_filed": "DEEP BLUE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/deep-blue-investment-advisors-tampa-fl-115344", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329001, "name": "Delgado Private Wealth Management LLC", "name_as_filed": "DELGADO PRIVATE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/delgado-private-wealth-management-llc-naples-fl-329001", "city": "Naples", "state": "FL", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171346, "name": "Destiny Wealth Partners, LLC", "name_as_filed": "DESTINY WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/destiny-wealth-partners-llc-tavares-fl-171346", "city": "Tavares", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 294051, "name": "Deuterium Capital Management, LLC", "name_as_filed": "DEUTERIUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deuterium-capital-management-llc-clearwater-fl-294051", "city": "Clearwater", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325150, "name": "DG Wealth", "name_as_filed": "DG WEALTH", "url": "https://advisorcensus.com/firm/dg-wealth-venice-fl-325150", "city": "Venice", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318610, "name": "Dhody Investment Group", "name_as_filed": "DHODY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/dhody-investment-group-miami-beach-fl-318610", "city": "Miami Beach", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 148139, "name": "Diablo Investment Advisors, LLC", "name_as_filed": "DIABLO INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/diablo-investment-advisors-llc-ponte-vedra-beach-fl-148139", "city": "Ponte Vedra Beach", "state": "FL", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304465, "name": "Dias Wealth, LLC", "name_as_filed": "DIAS WEALTH, LLC", "url": "https://advisorcensus.com/firm/dias-wealth-llc-lake-mary-fl-304465", "city": "Lake Mary", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294098, "name": "Digital Asset Investment Management", "name_as_filed": "DIGITAL ASSET INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/digital-asset-investment-management-palm-beach-gardens-fl-294098", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 291394, "name": "Digital Bridge Advisors, LLC", "name_as_filed": "DIGITAL BRIDGE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/digital-bridge-advisors-llc-boca-raton-fl-291394", "city": "Boca Raton", "state": "FL", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342404, "name": "Dignum ET Justum", "name_as_filed": "DIGNUM ET JUSTUM", "url": "https://advisorcensus.com/firm/dignum-et-justum-saint-augustine-fl-342404", "city": "Saint Augustine", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109380, "name": "Dimension Capital Management LLC", "name_as_filed": "DIMENSION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/dimension-capital-management-llc-coral-gables-fl-109380", "city": "Coral Gables", "state": "FL", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309637, "name": "Dipaolo Financial Group, Inc.", "name_as_filed": "DIPAOLO FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/dipaolo-financial-group-inc-lutz-fl-309637", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324549, "name": "Divergent Capital Asset Management LLC", "name_as_filed": "DIVERGENT CAPITAL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/divergent-capital-asset-management-llc-palm-beach-gardens-fl-324549", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153663, "name": "DJP Wealth Management, LLC", "name_as_filed": "DJP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 41067, "name": "DMK Advisor Group, Inc.", "name_as_filed": "DMK ADVISOR GROUP, INC.", "url": "https://advisorcensus.com/firm/dmk-advisor-group-inc-lutz-fl-41067", "city": "Lutz", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170160, "name": "Dolphin Financial Group", "name_as_filed": "DOLPHIN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/dolphin-financial-group-clearwater-fl-170160", "city": "Clearwater", "state": "FL", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 316653, "name": "Dorgeolis Capital LLC", "name_as_filed": "DORGEOLIS CAPITAL LLC", "url": "https://advisorcensus.com/firm/dorgeolis-capital-llc-crestview-fl-316653", "city": "Crestview", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 136881, "name": "Dorman Financial Management, P.A.", "name_as_filed": "DORMAN FINANCIAL MANAGEMENT, P.A.", "url": "https://advisorcensus.com/firm/dorman-financial-management-p-a-maitland-fl-136881", "city": "Maitland", "state": "FL", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152606, "name": "Doubleline Capital LP", "name_as_filed": "DOUBLELINE CAPITAL LP", "url": "https://advisorcensus.com/firm/doubleline-capital-lp-tampa-fl-152606", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325213, "name": "Downtown Wealth Studios, LLC", "name_as_filed": "DOWNTOWN WEALTH STUDIOS, LLC", "url": "https://advisorcensus.com/firm/downtown-wealth-studios-llc-miami-fl-325213", "city": "Miami", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158122, "name": "Dragus Capital, LLC", "name_as_filed": "DRAGUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/dragus-capital-llc-coral-gables-fl-158122", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157515, "name": "Dudley & Shanley, Inc.", "name_as_filed": "DUDLEY & SHANLEY, INC.", "url": "https://advisorcensus.com/firm/dudley-and-shanley-inc-palm-beach-fl-157515", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304922, "name": "Dunamis Capital Consulting, LLC", "name_as_filed": "DUNAMIS CAPITAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/dunamis-capital-consulting-llc-wellington-fl-304922", "city": "Wellington", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153377, "name": "Dynasty Wealth Management, LLC", "name_as_filed": "DYNASTY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dynasty-wealth-management-llc-st-petersburg-fl-153377", "city": "St. Petersburg", "state": "FL", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 330685, "name": "Earner Wealth LLC", "name_as_filed": "EARNER WEALTH LLC", "url": "https://advisorcensus.com/firm/earner-wealth-llc-330685", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291298, "name": "Ebanks Financial Solutions, LLC", "name_as_filed": "EBANKS FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/ebanks-financial-solutions-llc-291298", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", 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