# Hourly financial advisors in Florida

> AdvisorCensus lists 789 investment advisory firms with a principal office in Florida that report hourly charges among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/hourly/page/16

## At a glance

- Investment advisory firms: 789
- Registration: SEC-registered investment adviser: 311, State-registered investment adviser: 478
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 243 (31%); Percentage of assets 724 (92%); Hourly charges 789 (100%); Subscription fees (newsletter or periodical) 14 (2%); Fixed fees 590 (75%); Commissions 23 (3%); Performance-based fees 63 (8%); Other 125 (16%)
- Regulatory assets under management (Item 5.F): Under $25 million 274 (35%); $25 million to $100 million 142 (18%); $100 million to $500 million 206 (26%); $500 million to $1 billion 42 (5%); $1 billion to $5 billion 40 (5%); Over $5 billion 13 (2%); Not reported 72 (9%)
- Years registered: Under 5 years 303 (38%); 5 to 9 years 201 (25%); 10 to 19 years 182 (23%); 20 years or more 102 (13%); Not reported 1 (0%)

## Firms (page 16 of 16, 751 to 789 of 789, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Walser Wealth Management Company, a Limited Liability Company](https://advisorcensus.com/firm/walser-wealth-management-company-a-limited-liability-company-tampa-fl-206518) ([md](https://advisorcensus.com/firm/walser-wealth-management-company-a-limited-liability-company-tampa-fl-206518.md)) | 206518 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Walters Strategic Advisors, LLC](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582) ([md](https://advisorcensus.com/firm/walters-strategic-advisors-llc-sarasota-fl-310582.md)) | 310582 | Sarasota, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Walton Rahal CPAS PLLC](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545) ([md](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545.md)) | 142545 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Warwick Shore Advisors, LLC](https://advisorcensus.com/firm/warwick-shore-advisors-llc-orlando-fl-293782) ([md](https://advisorcensus.com/firm/warwick-shore-advisors-llc-orlando-fl-293782.md)) | 293782 | Orlando, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Commissions, Performance fee |
| [Waters, James J.](https://advisorcensus.com/firm/waters-james-j-3508-bayfair-place-fl-322885) ([md](https://advisorcensus.com/firm/waters-james-j-3508-bayfair-place-fl-322885.md)) | 322885 | 3508 Bayfair Place, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Watership Private Capital Management, LLC](https://advisorcensus.com/firm/watership-private-capital-management-llc-brandenton-fl-334791) ([md](https://advisorcensus.com/firm/watership-private-capital-management-llc-brandenton-fl-334791.md)) | 334791 | Brandenton, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Waxman Financial](https://advisorcensus.com/firm/waxman-financial-141543) ([md](https://advisorcensus.com/firm/waxman-financial-141543.md)) | 141543 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Waypoint Strategic Wealth LLC](https://advisorcensus.com/firm/waypoint-strategic-wealth-llc-332314) ([md](https://advisorcensus.com/firm/waypoint-strategic-wealth-llc-332314.md)) | 332314 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Waypoints Financial](https://advisorcensus.com/firm/waypoints-financial-sebring-fl-157494) ([md](https://advisorcensus.com/firm/waypoints-financial-sebring-fl-157494.md)) | 157494 | Sebring, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [WCA Advisors, LLC](https://advisorcensus.com/firm/wca-advisors-llc-miami-fl-325342) ([md](https://advisorcensus.com/firm/wca-advisors-llc-miami-fl-325342.md)) | 325342 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Wealth & Business Planning Group, LLC](https://advisorcensus.com/firm/wealth-and-business-planning-group-llc-maitland-fl-146151) ([md](https://advisorcensus.com/firm/wealth-and-business-planning-group-llc-maitland-fl-146151.md)) | 146151 | Maitland, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Wealth Advisors of Tampa Bay](https://advisorcensus.com/firm/wealth-advisors-of-tampa-bay-tampa-fl-162724) ([md](https://advisorcensus.com/firm/wealth-advisors-of-tampa-bay-tampa-fl-162724.md)) | 162724 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Wealth Group, Inc.](https://advisorcensus.com/firm/wealth-group-inc-delray-beach-fl-164615) ([md](https://advisorcensus.com/firm/wealth-group-inc-delray-beach-fl-164615.md)) | 164615 | Delray Beach, FL | State-registered investment adviser | Not reported | 14 | Hourly, Other |
| [Wealth Management Services Inc.](https://advisorcensus.com/firm/wealth-management-services-inc-164379) ([md](https://advisorcensus.com/firm/wealth-management-services-inc-164379.md)) | 164379 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly |
| [Wealth Pro Advisors, Inc.](https://advisorcensus.com/firm/wealth-pro-advisors-inc-sarasota-fl-169266) ([md](https://advisorcensus.com/firm/wealth-pro-advisors-inc-sarasota-fl-169266.md)) | 169266 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealth With Wisdom Advisors, Inc.](https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071) ([md](https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071.md)) | 171071 | Palm Beach Gardens, FL | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee, Other |
| [WEALTHADVISOR365](https://advisorcensus.com/firm/wealthadvisor365-tampa-fl-328400) ([md](https://advisorcensus.com/firm/wealthadvisor365-tampa-fl-328400.md)) | 328400 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Wealthera Financial Planning](https://advisorcensus.com/firm/wealthera-financial-planning-334521) ([md](https://advisorcensus.com/firm/wealthera-financial-planning-334521.md)) | 334521 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Wealthgen Advisors, LLC](https://advisorcensus.com/firm/wealthgen-advisors-llc-sarasota-fl-306196) ([md](https://advisorcensus.com/firm/wealthgen-advisors-llc-sarasota-fl-306196.md)) | 306196 | Sarasota, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Wealthtrust Asset Management, LLC](https://advisorcensus.com/firm/wealthtrust-asset-management-llc-destin-fl-174901) ([md](https://advisorcensus.com/firm/wealthtrust-asset-management-llc-destin-fl-174901.md)) | 174901 | Destin, FL | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Wells Global Investment Advisers LLC](https://advisorcensus.com/firm/wells-global-investment-advisers-llc-winter-haven-fl-150139) ([md](https://advisorcensus.com/firm/wells-global-investment-advisers-llc-winter-haven-fl-150139.md)) | 150139 | Winter Haven, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Wells Investments, Inc.](https://advisorcensus.com/firm/wells-investments-inc-winter-haven-fl-131076) ([md](https://advisorcensus.com/firm/wells-investments-inc-winter-haven-fl-131076.md)) | 131076 | Winter Haven, FL | State-registered investment adviser | Not reported | 29 | % of assets, Hourly, Fixed fee |
| [Whitestar Advisors, LLC](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627) ([md](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627.md)) | 124627 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wiggin Financial Services](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596) ([md](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596.md)) | 151596 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Wild Iris Financial](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074) ([md](https://advisorcensus.com/firm/wild-iris-financial-st-petersburg-fl-341074.md)) | 341074 | St. Petersburg, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Williams Wealth Management Group, Inc.](https://advisorcensus.com/firm/williams-wealth-management-group-inc-bradenton-fl-147341) ([md](https://advisorcensus.com/firm/williams-wealth-management-group-inc-bradenton-fl-147341.md)) | 147341 | Bradenton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Win Advisors, Inc](https://advisorcensus.com/firm/win-advisors-inc-palm-beach-gardens-fl-300351) ([md](https://advisorcensus.com/firm/win-advisors-inc-palm-beach-gardens-fl-300351.md)) | 300351 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Winning Points Advisors, L.L.C.](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077) ([md](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077.md)) | 118077 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Wisdom Financial Planning](https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275) ([md](https://advisorcensus.com/firm/wisdom-financial-planning-tampa-fl-145275.md)) | 145275 | Tampa, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Wise Financial Strategies, LLC](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861) ([md](https://advisorcensus.com/firm/wise-financial-strategies-llc-lakeland-fl-339861.md)) | 339861 | Lakeland, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wise Stewardship Financial Planning, LLC](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721) ([md](https://advisorcensus.com/firm/wise-stewardship-financial-planning-llc-lakewood-ranch-fl-299721.md)) | 299721 | Lakewood Ranch, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Wolfson Private Wealth, LLC](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416) ([md](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416.md)) | 314416 | Ft. Lauderdale, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Performance fee |
| [Woman to Woman Financial](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771) ([md](https://advisorcensus.com/firm/woman-to-woman-financial-jacksonville-fl-325771.md)) | 325771 | Jacksonville, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Yandell Investments, LLC](https://advisorcensus.com/firm/yandell-investments-llc-orlando-fl-332642) ([md](https://advisorcensus.com/firm/yandell-investments-llc-orlando-fl-332642.md)) | 332642 | Orlando, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Your Planning Partner LLC](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647) ([md](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647.md)) | 283647 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Zeniki Wealth](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778) ([md](https://advisorcensus.com/firm/zeniki-wealth-tampa-fl-328778.md)) | 328778 | Tampa, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Zinnia Wealth Advisory, LLC](https://advisorcensus.com/firm/zinnia-wealth-advisory-llc-ocala-fl-295122) ([md](https://advisorcensus.com/firm/zinnia-wealth-advisory-llc-ocala-fl-295122.md)) | 295122 | Ocala, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Zonka & Associates, Inc.](https://advisorcensus.com/firm/zonka-and-associates-inc-282914) ([md](https://advisorcensus.com/firm/zonka-and-associates-inc-282914.md)) | 282914 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Zuraw Financial](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527) ([md](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527.md)) | 164527 | Delray Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/fl/hourly/page/15.md

## 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)
- [Flat-fee financial advisors in Florida](https://advisorcensus.com/advisors/fl/flat-fee) (https://advisorcensus.com/advisors/fl/flat-fee.md)
- [Hourly financial advisors in Miami, FL](https://advisorcensus.com/advisors/fl/miami/hourly) (https://advisorcensus.com/advisors/fl/miami/hourly.md)
- [Hourly financial advisors in Tampa, FL](https://advisorcensus.com/advisors/fl/tampa/hourly) (https://advisorcensus.com/advisors/fl/tampa/hourly.md)
- [Hourly financial advisors in Orlando, FL](https://advisorcensus.com/advisors/fl/orlando/hourly) (https://advisorcensus.com/advisors/fl/orlando/hourly.md)
- [Hourly financial advisors in Jacksonville, FL](https://advisorcensus.com/advisors/fl/jacksonville/hourly) (https://advisorcensus.com/advisors/fl/jacksonville/hourly.md)
- [Hourly financial advisors in North Port, FL](https://advisorcensus.com/advisors/fl/north-port/hourly) (https://advisorcensus.com/advisors/fl/north-port/hourly.md)
- [Hourly financial advisors in Naples, FL](https://advisorcensus.com/advisors/fl/naples/hourly) (https://advisorcensus.com/advisors/fl/naples/hourly.md)
- [Hourly financial advisors in Cape Coral, FL](https://advisorcensus.com/advisors/fl/cape-coral/hourly) (https://advisorcensus.com/advisors/fl/cape-coral/hourly.md)
- [Hourly financial advisors in Deltona, FL](https://advisorcensus.com/advisors/fl/deltona/hourly) (https://advisorcensus.com/advisors/fl/deltona/hourly.md)
- [Hourly financial advisors in Palm Bay, FL](https://advisorcensus.com/advisors/fl/palm-bay/hourly) (https://advisorcensus.com/advisors/fl/palm-bay/hourly.md)
- [Hourly financial advisors in Lakeland, FL](https://advisorcensus.com/advisors/fl/lakeland/hourly) (https://advisorcensus.com/advisors/fl/lakeland/hourly.md)
- [Hourly financial advisors in Port St. Lucie, FL](https://advisorcensus.com/advisors/fl/port-st-lucie/hourly) (https://advisorcensus.com/advisors/fl/port-st-lucie/hourly.md)
- [Hourly financial advisors in Crestview, FL](https://advisorcensus.com/advisors/fl/crestview/hourly) (https://advisorcensus.com/advisors/fl/crestview/hourly.md)
- [Hourly financial advisors in Gainesville, FL](https://advisorcensus.com/advisors/fl/gainesville/hourly) (https://advisorcensus.com/advisors/fl/gainesville/hourly.md)
- [Hourly financial advisors in Ocala, FL](https://advisorcensus.com/advisors/fl/ocala/hourly) (https://advisorcensus.com/advisors/fl/ocala/hourly.md)
- [Hourly financial advisors in Pensacola, FL](https://advisorcensus.com/advisors/fl/pensacola/hourly) (https://advisorcensus.com/advisors/fl/pensacola/hourly.md)
- [Hourly financial advisors in Sebastian, FL](https://advisorcensus.com/advisors/fl/sebastian/hourly) (https://advisorcensus.com/advisors/fl/sebastian/hourly.md)
- [Hourly financial advisors in Tallahassee, FL](https://advisorcensus.com/advisors/fl/tallahassee/hourly) (https://advisorcensus.com/advisors/fl/tallahassee/hourly.md)
- [Hourly financial advisors in Sebring, FL](https://advisorcensus.com/advisors/fl/sebring/hourly) (https://advisorcensus.com/advisors/fl/sebring/hourly.md)
- [Hourly financial advisors in Panama City, FL](https://advisorcensus.com/advisors/fl/panama-city/hourly) (https://advisorcensus.com/advisors/fl/panama-city/hourly.md)

Cite as: AdvisorCensus. Hourly financial advisors in Florida: 789 firms from Form ADV filings as of October 2026.