{
  "path": "/advisors/fl/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/flat-fee/page/8",
  "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": 8,
  "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": 311640,
      "name": "Financial Optimist LLC",
      "name_as_filed": "FINANCIAL OPTIMIST LLC",
      "url": "https://advisorcensus.com/firm/financial-optimist-llc-311640",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306748,
      "name": "Financial Pathway LLC",
      "name_as_filed": "FINANCIAL PATHWAY LLC",
      "url": "https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748",
      "city": "San Antonio",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328691,
      "name": "Financial Planning by Design",
      "name_as_filed": "FINANCIAL PLANNING BY DESIGN",
      "url": "https://advisorcensus.com/firm/financial-planning-by-design-328691",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141636,
      "name": "Financial Planning Office of Stephen Overstreet, P.A.",
      "name_as_filed": "FINANCIAL PLANNING OFFICE OF STEPHEN OVERSTREET, P.A.",
      "url": "https://advisorcensus.com/firm/financial-planning-office-of-stephen-overstreet-p-a-141636",
      "city": null,
      "state": null,
      "years_registered": 29,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125319,
      "name": "Financial Planning Professionals, Inc.",
      "name_as_filed": "FINANCIAL PLANNING PROFESSIONALS, INC.",
      "url": "https://advisorcensus.com/firm/financial-planning-professionals-inc-stuart-fl-125319",
      "city": "Stuart",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311146,
      "name": "Financial Planning Services, Inc.",
      "name_as_filed": "FINANCIAL PLANNING SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/financial-planning-services-inc-fort-lauderdale-fl-311146",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328270,
      "name": "Financial Scaffolding, LLC",
      "name_as_filed": "FINANCIAL SCAFFOLDING, LLC",
      "url": "https://advisorcensus.com/firm/financial-scaffolding-llc-tallahassee-fl-328270",
      "city": "Tallahassee",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170465,
      "name": "Financial Wellness Solutions, LLC",
      "name_as_filed": "FINANCIAL WELLNESS SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/financial-wellness-solutions-llc-170465",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318641,
      "name": "Fiori Financial Group",
      "name_as_filed": "FIORI FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106366,
      "name": "Firestone Capital Management Inc",
      "name_as_filed": "FIRESTONE CAPITAL MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366",
      "city": "South Miami",
      "state": "FL",
      "years_registered": 34,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328202,
      "name": "First Retirement Services LLC",
      "name_as_filed": "FIRST RETIREMENT SERVICES LLC",
      "url": "https://advisorcensus.com/firm/first-retirement-services-llc-parkland-fl-328202",
      "city": "Parkland",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111800,
      "name": "Firstrust",
      "name_as_filed": "FIRSTRUST",
      "url": "https://advisorcensus.com/firm/firstrust-daytona-beach-fl-111800",
      "city": "Daytona Beach",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147143,
      "name": "Firva Capital Management LLC",
      "name_as_filed": "FIRVA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/firva-capital-management-llc-tampa-fl-147143",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288527,
      "name": "Fivenca Asset Management",
      "name_as_filed": "FIVENCA ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/fivenca-asset-management-miami-fl-288527",
      "city": "Miami",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168495,
      "name": "Flaharty Asset Management, LLC",
      "name_as_filed": "FLAHARTY ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/flaharty-asset-management-llc-clearwater-fl-168495",
      "city": "Clearwater",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144473,
      "name": "Flavin Financial Services, Inc.",
      "name_as_filed": "FLAVIN FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/flavin-financial-services-inc-melbourne-fl-144473",
      "city": "Melbourne",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117768,
      "name": "Fleishel Financial Associates, Inc.",
      "name_as_filed": "FLEISHEL FINANCIAL ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/fleishel-financial-associates-inc-deland-fl-117768",
      "city": "Deland",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288811,
      "name": "Florida Financial Advisors, LLC",
      "name_as_filed": "FLORIDA FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/florida-financial-advisors-llc-tampa-fl-288811",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333002,
      "name": "Florida Financial Planning LLC",
      "name_as_filed": "FLORIDA FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/florida-financial-planning-llc-333002",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335253,
      "name": "Foliage Financial",
      "name_as_filed": "FOLIAGE FINANCIAL",
      "url": "https://advisorcensus.com/firm/foliage-financial-335253",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 295393,
      "name": "Fora Capital, LLC",
      "name_as_filed": "FORA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/fora-capital-llc-miami-fl-295393",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168316,
      "name": "Forecast Financial LLC",
      "name_as_filed": "FORECAST FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/forecast-financial-llc-newberry-fl-168316",
      "city": "Newberry",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307338,
      "name": "Foresight Financial Advisory",
      "name_as_filed": "FORESIGHT FINANCIAL ADVISORY",
      "url": "https://advisorcensus.com/firm/foresight-financial-advisory-307338",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338993,
      "name": "Forge Capital",
      "name_as_filed": "FORGE CAPITAL",
      "url": "https://advisorcensus.com/firm/forge-capital-338993",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308968,
      "name": "Fortress Wealth Group",
      "name_as_filed": "FORTRESS WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/fortress-wealth-group-winter-park-fl-308968",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307618,
      "name": "Fortress Wealth Planning",
      "name_as_filed": "FORTRESS WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/fortress-wealth-planning-jacksonville-beach-fl-307618",
      "city": "Jacksonville Beach",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175072,
      "name": "Fortuna Investors LLC",
      "name_as_filed": "FORTUNA INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/fortuna-investors-llc-jupiter-fl-175072",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315653,
      "name": "Founders Family Office",
      "name_as_filed": "FOUNDERS FAMILY OFFICE",
      "url": "https://advisorcensus.com/firm/founders-family-office-miami-fl-315653",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323060,
      "name": "Fourthought Financial Partners, LLC.",
      "name_as_filed": "FOURTHOUGHT FINANCIAL PARTNERS, LLC.",
      "url": "https://advisorcensus.com/firm/fourthought-financial-partners-llc-venice-fl-323060",
      "city": "Venice",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135980,
      "name": "FR Financial Advisors LLC",
      "name_as_filed": "FR FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/fr-financial-advisors-llc-coral-springs-fl-135980",
      "city": "Coral Springs",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321270,
      "name": "Frankly Finances",
      "name_as_filed": "FRANKLY FINANCES",
      "url": "https://advisorcensus.com/firm/frankly-finances-winter-park-fl-321270",
      "city": "Winter Park",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151833,
      "name": "Freedom Financial & Business Planning, LLC",
      "name_as_filed": "FREEDOM FINANCIAL & BUSINESS PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/freedom-financial-and-business-planning-llc-151833",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315316,
      "name": "Freedom Financial Management, Inc",
      "name_as_filed": "FREEDOM FINANCIAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/freedom-financial-management-inc-saint-cloud-fl-315316",
      "city": "Saint Cloud",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163641,
      "name": "FSA Investment Group, LLC",
      "name_as_filed": "FSA INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/fsa-investment-group-llc-pensacola-fl-163641",
      "city": "Pensacola",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106841,
      "name": "Fusco Financial Services Inc",
      "name_as_filed": "FUSCO FINANCIAL SERVICES INC",
      "url": "https://advisorcensus.com/firm/fusco-financial-services-inc-wilton-manors-fl-106841",
      "city": "Wilton Manors",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341218,
      "name": "Fuster Financial Group",
      "name_as_filed": "FUSTER FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/fuster-financial-group-miami-lakes-fl-341218",
      "city": "Miami Lakes",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136285,
      "name": "Futura Asset Advisors LLC",
      "name_as_filed": "FUTURA ASSET ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/futura-asset-advisors-llc-coral-gables-fl-136285",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337735,
      "name": "FX2 Capital",
      "name_as_filed": "FX2 CAPITAL",
      "url": "https://advisorcensus.com/firm/fx2-capital-fruitland-park-fl-337735",
      "city": "Fruitland Park",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 17486,
      "name": "G. A. Repple & Company",
      "name_as_filed": "G. A. REPPLE & COMPANY",
      "url": "https://advisorcensus.com/firm/g-a-repple-and-company-casselberry-fl-17486",
      "city": "Casselberry",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327290,
      "name": "G4 Financial Planning, LLC",
      "name_as_filed": "G4 FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/g4-financial-planning-llc-327290",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322042,
      "name": "Galapagos Advisory LLC",
      "name_as_filed": "GALAPAGOS ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/galapagos-advisory-llc-miami-fl-322042",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334516,
      "name": "Galaxy Wealth Management, LLC",
      "name_as_filed": "GALAXY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/galaxy-wealth-management-llc-334516",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111984,
      "name": "Gallatin & Company, LLC",
      "name_as_filed": "GALLATIN & COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/gallatin-and-company-llc-vero-beach-fl-111984",
      "city": "Vero Beach",
      "state": "FL",
      "years_registered": 25,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334391,
      "name": "Galvez Financial LLC",
      "name_as_filed": "GALVEZ FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/galvez-financial-llc-parrish-fl-334391",
      "city": "Parrish",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142488,
      "name": "Gap Financial Counseling Corp.",
      "name_as_filed": "GAP FINANCIAL COUNSELING CORP.",
      "url": "https://advisorcensus.com/firm/gap-financial-counseling-corp-naples-fl-142488",
      "city": "Naples",
      "state": "FL",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154887,
      "name": "Gateway Capital Management",
      "name_as_filed": "GATEWAY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gateway-capital-management-154887",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335904,
      "name": "GBS Group",
      "name_as_filed": "GBS GROUP",
      "url": "https://advisorcensus.com/firm/gbs-group-miramar-fl-335904",
      "city": "Miramar",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152782,
      "name": "Gehret Investments",
      "name_as_filed": "GEHRET INVESTMENTS",
      "url": "https://advisorcensus.com/firm/gehret-investments-152782",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336736,
      "name": "GEN2 Advisors, LLC",
      "name_as_filed": "GEN2 ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/gen2-advisors-llc-336736",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157441,
      "name": "Genesis Wealth Management, Inc.",
      "name_as_filed": "GENESIS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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"
  }
}