{ "path": "/advisors/fl/miami/fee-only", "url": "https://advisorcensus.com/advisors/fl/miami/fee-only/page/4", "page_type": "metro_fee", "title": "Fee-only financial advisors in Miami, FL", "filters": {}, "scope_total": 178, "faq": [ { "q": "How many financial advisory firms are there in Miami, FL?", "a": "AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, from Form ADV filings as of October 2026: 614 SEC-registered, 267 state-registered, and 232 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 Miami, FL?", "a": "178 of the 1,113 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 Miami, FL offer financial planning?", "a": "310 of the 881 firms in Miami, FL 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 Miami, FL 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 178 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": "AdvisorCensus lists 178 investment advisory firms with a principal office in the Miami metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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.", "about_market": "Miami has 1,113 investment advisory firms with a principal office in the metro area as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. 178 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 271 report under $100 million in regulatory assets under management. The metro area has 2,334,797 households, 300,766 of them with income of $200,000 or more, or 270 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Miami, FL: 178 firms from Form ADV filings as of October 2026.", "total_firms": 178, "page": 4, "total_pages": 4, "sort": "name", "registration_types": { "sec": 105, "state": 73, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 178 }, { "code": "percentage_of_aum", "count": 169 }, { "code": "hourly", "count": 48 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 83 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 72 }, { "code": "5_to_9", "count": 36 }, { "code": "10_to_19", "count": 41 }, { "code": "20_plus", "count": 29 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 43 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 59 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 9 } ], "firms": [ { "crd_number": 155488, "name": "Sedg Financial Services Corp.", "name_as_filed": "SEDG FINANCIAL SERVICES CORP.", "url": "https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488", "city": "Davie", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329803, "name": "Sick Advisory Services", "name_as_filed": "SICK ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113833, "name": "Slavic Mutual Funds Management Corp.", "name_as_filed": "SLAVIC MUTUAL FUNDS MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833", "city": "Boca Raton", "state": "FL", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327929, "name": "Slavic Wealth Management, Inc.", "name_as_filed": "SLAVIC WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929", "city": "Boca Raton", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124121, "name": "Sterling Wealth Advisors, Inc.", "name_as_filed": "STERLING WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121", "city": "Plantation", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309796, "name": "Stillwater Wealth Management Group LLC", "name_as_filed": "STILLWATER WEALTH MANAGEMENT GROUP LLC", "url": "https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796", "city": "Juno Beach", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174673, "name": "Sulzberger Capital Advisors, Inc.", "name_as_filed": "SULZBERGER CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165110, "name": "Sun Creek Holdings LLC", "name_as_filed": "SUN CREEK HOLDINGS LLC", "url": "https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110", "city": "Coral Gables", "state": "FL", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151948, "name": "Syntax Research, Inc.", "name_as_filed": "SYNTAX RESEARCH, INC.", "url": "https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948", "city": "Boca Raton", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336718, "name": "TCG Strategic Income Advisor LLC", "name_as_filed": "TCG STRATEGIC INCOME ADVISOR LLC", "url": "https://advisorcensus.com/firm/tcg-strategic-income-advisor-llc-west-palm-beach-fl-336718", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156086, "name": "Tegesta Capital, LLC", "name_as_filed": "TEGESTA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086", "city": "Jupiter", "state": "FL", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287819, "name": "Third EYE Capital Management, LLC", "name_as_filed": "THIRD EYE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311400, "name": "Thureos Asset Management LLC", "name_as_filed": "THUREOS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400", "city": "Miami", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104711, "name": "Tobias Financial Advisors", "name_as_filed": "TOBIAS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711", "city": "Plantation", "state": "FL", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341389, "name": "Together Wealth Group LLC", "name_as_filed": "TOGETHER WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389", "city": "Miami Beach", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315468, "name": "Unda Financial and Consulting LLC", "name_as_filed": "UNDA FINANCIAL AND CONSULTING LLC", "url": "https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468", "city": "Palmetto Bay", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300280, "name": "Uyana Partners LLC", "name_as_filed": "UYANA PARTNERS LLC", "url": "https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333125, "name": "Vaquita Sun, Inc.", "name_as_filed": "VAQUITA SUN, INC.", "url": "https://advisorcensus.com/firm/vaquita-sun-inc-fort-lauderdale-fl-333125", "city": "Fort Lauderdale", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 189514, "name": "Veltria Advisors Corp.", "name_as_filed": "VELTRIA ADVISORS CORP.", "url": "https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304331, "name": "Venturemfo LLC", "name_as_filed": "VENTUREMFO LLC", "url": "https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331", "city": "Boca Raton", "state": "FL", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321955, "name": "Volatility Shares LLC", "name_as_filed": "VOLATILITY SHARES LLC", "url": "https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142545, "name": "Walton Rahal CPAS PLLC", "name_as_filed": "WALTON RAHAL CPAS PLLC", "url": "https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545", "city": "Boca Raton", "state": "FL", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310300, "name": "Wellth Financial Planning", "name_as_filed": "WELLTH FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300", "city": "North Palm Beach", "state": "FL", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 326789, "name": "West Pine 43 LLC", "name_as_filed": "WEST PINE 43 LLC", "url": "https://advisorcensus.com/firm/west-pine-43-llc-west-palm-beach-fl-326789", "city": "West Palm Beach", "state": "FL", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140781, "name": "Whalerock Point Partners, LLC", "name_as_filed": "WHALEROCK POINT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781", "city": "West Palm Beach", "state": "FL", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151596, "name": "Wiggin Financial Services", "name_as_filed": "WIGGIN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596", "city": "Fort Lauderdale", "state": "FL", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284493, "name": "Wynwood Capital, LLC", "name_as_filed": "WYNWOOD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164527, "name": "Zuraw Financial", "name_as_filed": "ZURAW FINANCIAL", "url": "https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527", "city": "Delray Beach", "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" }, "metro": { "path": "/advisors/fl/miami", "label": "Financial advisors in Miami, FL" }, "city_pages": [ { "path": "/advisors/fl/miami/boca-raton", "label": "Financial advisors in Boca Raton, FL", "firm_count": 114 }, { "path": "/advisors/fl/miami/coral-gables", "label": "Financial advisors in Coral Gables, FL", "firm_count": 89 }, { "path": "/advisors/fl/miami/west-palm-beach", "label": "Financial advisors in West Palm Beach, FL", "firm_count": 84 }, { "path": "/advisors/fl/miami/miami-beach", "label": "Financial advisors in Miami Beach, FL", "firm_count": 60 }, { "path": "/advisors/fl/miami/palm-beach-gardens", "label": "Financial advisors in Palm Beach Gardens, FL", "firm_count": 51 }, { "path": "/advisors/fl/miami/fort-lauderdale", "label": "Financial advisors in Fort Lauderdale, FL", "firm_count": 47 }, { "path": "/advisors/fl/miami/palm-beach", "label": "Financial advisors in Palm Beach, FL", "firm_count": 28 }, { "path": "/advisors/fl/miami/jupiter", "label": "Financial advisors in Jupiter, FL", "firm_count": 26 }, { "path": "/advisors/fl/miami/aventura", "label": "Financial advisors in Aventura, FL", "firm_count": 24 }, { "path": "/advisors/fl/miami/delray-beach", "label": "Financial advisors in Delray Beach, FL", "firm_count": 16 }, { "path": "/advisors/fl/miami/plantation", "label": "Financial advisors in Plantation, FL", "firm_count": 14 }, { "path": "/advisors/fl/miami/ft-lauderdale", "label": "Financial advisors in Ft. Lauderdale, FL", "firm_count": 13 } ], "fee_pages": [ { "path": "/advisors/fl/miami/flat-fee", "label": "Flat-fee financial advisors in Miami, FL", "firm_count": 343 }, { "path": "/advisors/fl/miami/hourly", "label": "Hourly financial advisors in Miami, FL", "firm_count": 221 } ], "answer_pages": [ { "path": "/advisors/fl/miami/for-high-net-worth-individuals", "firm_count": 479, "label": "Financial advisors for high-net-worth individuals in Miami, FL" }, { "path": "/advisors/fl/miami/for-retirement-plans", "firm_count": 150, "label": "Financial advisors for retirement plans in Miami, FL" }, { "path": "/advisors/fl/miami/for-businesses", "firm_count": 258, "label": "Financial advisors for businesses in Miami, FL" }, { "path": "/advisors/fl/miami/for-charities", "firm_count": 144, "label": "Financial advisors for charitable organizations in Miami, FL" }, { "path": "/advisors/fl/miami/no-account-minimum", "firm_count": 47, "label": "Financial advisors with no account minimum in Miami, FL" } ], "niche_pages": [ { "path": "/advisors/fl/miami/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Miami, FL" }, { "path": "/advisors/fl/miami/families-with-special-needs", "firm_count": 1, "label": "Financial advisors for families with special needs in Miami, FL" }, { "path": "/advisors/fl/miami/real-estate-investors", "firm_count": 1, "label": "Financial advisors for real estate investors in Miami, FL" } ], "state_fee": { "path": "/advisors/fl/fee-only", "label": "Fee-only financial advisors in Florida" } }, "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" } }