# Fee-only financial advisors in Miami, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/fee-only/page/4

## At a glance

- Investment advisory firms: 178
- Registration: SEC-registered investment adviser: 105, State-registered investment adviser: 73
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 178 (100%); Percentage of assets 169 (95%); Hourly charges 48 (27%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 83 (47%)
- Regulatory assets under management (Item 5.F): Under $25 million 43 (24%); $25 million to $100 million 33 (19%); $100 million to $500 million 59 (33%); $500 million to $1 billion 16 (9%); $1 billion to $5 billion 16 (9%); Over $5 billion 2 (1%); Not reported 9 (5%)
- Years registered: Under 5 years 72 (40%); 5 to 9 years 36 (20%); 10 to 19 years 41 (23%); 20 years or more 29 (16%)

## Firms (page 4 of 4, 151 to 178 of 178, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sedg Financial Services Corp.](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488) ([md](https://advisorcensus.com/firm/sedg-financial-services-corp-davie-fl-155488.md)) | 155488 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Sick Advisory Services](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803) ([md](https://advisorcensus.com/firm/sick-advisory-services-boca-raton-fl-329803.md)) | 329803 | Boca Raton, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Slavic Mutual Funds Management Corp.](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833) ([md](https://advisorcensus.com/firm/slavic-mutual-funds-management-corp-boca-raton-fl-113833.md)) | 113833 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets |
| [Slavic Wealth Management, Inc.](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929) ([md](https://advisorcensus.com/firm/slavic-wealth-management-inc-boca-raton-fl-327929.md)) | 327929 | Boca Raton, FL | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Sterling Wealth Advisors, Inc.](https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121) ([md](https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121.md)) | 124121 | Plantation, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Stillwater Wealth Management Group LLC](https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796) ([md](https://advisorcensus.com/firm/stillwater-wealth-management-group-llc-juno-beach-fl-309796.md)) | 309796 | Juno Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Sulzberger Capital Advisors, Inc.](https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673) ([md](https://advisorcensus.com/firm/sulzberger-capital-advisors-inc-miami-fl-174673.md)) | 174673 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Sun Creek Holdings LLC](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110) ([md](https://advisorcensus.com/firm/sun-creek-holdings-llc-coral-gables-fl-165110.md)) | 165110 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Syntax Research, Inc.](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948) ([md](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948.md)) | 151948 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [TCG Strategic Income Advisor LLC](https://advisorcensus.com/firm/tcg-strategic-income-advisor-llc-west-palm-beach-fl-336718) ([md](https://advisorcensus.com/firm/tcg-strategic-income-advisor-llc-west-palm-beach-fl-336718.md)) | 336718 | West Palm Beach, FL | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Tegesta Capital, LLC](https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086) ([md](https://advisorcensus.com/firm/tegesta-capital-llc-jupiter-fl-156086.md)) | 156086 | Jupiter, FL | State-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Third EYE Capital Management, LLC](https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819) ([md](https://advisorcensus.com/firm/third-eye-capital-management-llc-miami-beach-fl-287819.md)) | 287819 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Thureos Asset Management LLC](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400) ([md](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400.md)) | 311400 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Tobias Financial Advisors](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711) ([md](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711.md)) | 104711 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Together Wealth Group LLC](https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389) ([md](https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389.md)) | 341389 | Miami Beach, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Unda Financial and Consulting LLC](https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468) ([md](https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468.md)) | 315468 | Palmetto Bay, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Uyana Partners LLC](https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280) ([md](https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280.md)) | 300280 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Vaquita Sun, Inc.](https://advisorcensus.com/firm/vaquita-sun-inc-fort-lauderdale-fl-333125) ([md](https://advisorcensus.com/firm/vaquita-sun-inc-fort-lauderdale-fl-333125.md)) | 333125 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Veltria Advisors Corp.](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514) ([md](https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514.md)) | 189514 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Venturemfo LLC](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331) ([md](https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331.md)) | 304331 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Volatility Shares LLC](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955) ([md](https://advisorcensus.com/firm/volatility-shares-llc-palm-beach-gardens-fl-321955.md)) | 321955 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets |
| [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 |
| [Wellth Financial Planning](https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300) ([md](https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300.md)) | 310300 | North Palm Beach, FL | State-registered investment adviser | Under $25 million | 5 | Fixed fee |
| [West Pine 43 LLC](https://advisorcensus.com/firm/west-pine-43-llc-west-palm-beach-fl-326789) ([md](https://advisorcensus.com/firm/west-pine-43-llc-west-palm-beach-fl-326789.md)) | 326789 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Whalerock Point Partners, LLC](https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781) ([md](https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781.md)) | 140781 | West Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed 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 |
| [Wynwood Capital, LLC](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493) ([md](https://advisorcensus.com/firm/wynwood-capital-llc-miami-fl-284493.md)) | 284493 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | 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/miami/fee-only/page/3.md

## Questions people ask

**How many financial advisory firms are there in Miami, FL?**
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.

**How many fee-only financial advisors are in Miami, FL?**
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.

**How many financial advisors in Miami, FL offer financial planning?**
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.

**Are the financial advisors in Miami, FL 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 178 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.

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Cite as: AdvisorCensus. Fee-only financial advisors in Miami, FL: 178 firms from Form ADV filings as of October 2026.