{
  "path": "/advisors/fl/miami/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/miami/flat-fee/page/2",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Miami, FL",
  "filters": {},
  "scope_total": 343,
  "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 343 investment advisory firms with a principal office in the Miami metro area that report fixed fees 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.",
  "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. Flat-fee financial advisors in Miami, FL: 343 firms from Form ADV filings as of October 2026.",
  "total_firms": 343,
  "page": 2,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 221,
    "state": 122,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 83
    },
    {
      "code": "percentage_of_aum",
      "count": 316
    },
    {
      "code": "hourly",
      "count": 170
    },
    {
      "code": "subscription",
      "count": 5
    },
    {
      "code": "fixed",
      "count": 343
    },
    {
      "code": "commissions",
      "count": 7
    },
    {
      "code": "performance_based",
      "count": 70
    },
    {
      "code": "other",
      "count": 66
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 133
    },
    {
      "code": "5_to_9",
      "count": 83
    },
    {
      "code": "10_to_19",
      "count": 89
    },
    {
      "code": "20_plus",
      "count": 38
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 69
    },
    {
      "code": "25m_100m",
      "count": 45
    },
    {
      "code": "100m_500m",
      "count": 113
    },
    {
      "code": "500m_1b",
      "count": 36
    },
    {
      "code": "1b_5b",
      "count": 41
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 22
    }
  ],
  "firms": [
    {
      "crd_number": 329476,
      "name": "Bella Capital",
      "name_as_filed": "BELLA CAPITAL",
      "url": "https://advisorcensus.com/firm/bella-capital-miami-fl-329476",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287966,
      "name": "Benchmark Financial Wealth Advisors LLC",
      "name_as_filed": "BENCHMARK FINANCIAL WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 241793,
      "name": "BFA Wealth Management",
      "name_as_filed": "BFA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323102,
      "name": "Bishop Capital Advisors LLC",
      "name_as_filed": "BISHOP CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277085,
      "name": "Blackridge Asset Management, LLC",
      "name_as_filed": "BLACKRIDGE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305906,
      "name": "Blue Marlin Advisors, LLC",
      "name_as_filed": "BLUE MARLIN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107833,
      "name": "Blue Ocean Capital",
      "name_as_filed": "BLUE OCEAN CAPITAL",
      "url": "https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288923,
      "name": "Blue Water Advisors LP",
      "name_as_filed": "BLUE WATER ADVISORS LP",
      "url": "https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108038,
      "name": "Boca Wealth Advisors",
      "name_as_filed": "BOCA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 27,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333952,
      "name": "Brazil Advisors LLC",
      "name_as_filed": "BRAZIL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326528,
      "name": "Brice Financial Advisors Inc",
      "name_as_filed": "BRICE FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283974,
      "name": "Brickell Financial Group LLC",
      "name_as_filed": "BRICKELL FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974",
      "city": "Miami",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288871,
      "name": "Bull Market Investment Management, Inc.",
      "name_as_filed": "BULL MARKET INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871",
      "city": "Miami",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141588,
      "name": "Bulltick Wealth Management, LLC",
      "name_as_filed": "BULLTICK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588",
      "city": "Miami",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172258,
      "name": "Camerondowning, Inc.",
      "name_as_filed": "CAMERONDOWNING, INC.",
      "url": "https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258",
      "city": "Miami",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142243,
      "name": "Campbell Williams, Inc.",
      "name_as_filed": "CAMPBELL WILLIAMS, INC.",
      "url": "https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 30,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304860,
      "name": "Campos Financial",
      "name_as_filed": "CAMPOS FINANCIAL",
      "url": "https://advisorcensus.com/firm/campos-financial-miami-fl-304860",
      "city": "Miami",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334832,
      "name": "Candor Strategic Partners LLC",
      "name_as_filed": "CANDOR STRATEGIC PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/candor-strategic-partners-llc-ft-lauderdale-fl-334832",
      "city": "Ft Lauderdale",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332526,
      "name": "Cantata Wealth Management, LLC",
      "name_as_filed": "CANTATA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337559,
      "name": "Cardone Wealth Advisors",
      "name_as_filed": "CARDONE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131528,
      "name": "Carl Domino Inc.",
      "name_as_filed": "CARL DOMINO INC.",
      "url": "https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322059,
      "name": "Carrack Capital Inc.",
      "name_as_filed": "CARRACK CAPITAL INC.",
      "url": "https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118364,
      "name": "Castle Wealth Management",
      "name_as_filed": "CASTLE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364",
      "city": "Boynton Beach",
      "state": "FL",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306090,
      "name": "Cayside Partners",
      "name_as_filed": "CAYSIDE PARTNERS",
      "url": "https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148040,
      "name": "Cela Wealth Management",
      "name_as_filed": "CELA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040",
      "city": "Miami",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335042,
      "name": "Centrica Wealth Management",
      "name_as_filed": "CENTRICA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042",
      "city": "Miami",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129505,
      "name": "Certuity, LLC",
      "name_as_filed": "CERTUITY, LLC",
      "url": "https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505",
      "city": "North Palm Beach",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342521,
      "name": "CG Capital Wealth LLC",
      "name_as_filed": "CG CAPITAL WEALTH LLC",
      "url": "https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521",
      "city": "Hialeah",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283639,
      "name": "Chronos Capital Advisors LLC",
      "name_as_filed": "CHRONOS CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639",
      "city": "Miami",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172321,
      "name": "Clark Financial Planning Services LLC",
      "name_as_filed": "CLARK FINANCIAL PLANNING SERVICES LLC",
      "url": "https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321",
      "city": "Coconut Creek",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327315,
      "name": "Clout Capital",
      "name_as_filed": "CLOUT CAPITAL",
      "url": "https://advisorcensus.com/firm/clout-capital-miami-fl-327315",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125186,
      "name": "Compass Financial Group, Inc.",
      "name_as_filed": "COMPASS FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186",
      "city": "Deerfield Beach",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305680,
      "name": "Compass Group Investments Solutions LLC",
      "name_as_filed": "COMPASS GROUP INVESTMENTS SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131324,
      "name": "Comprehensive Wealth Solutions, LLC",
      "name_as_filed": "COMPREHENSIVE WEALTH SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
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    "license": "https://creativecommons.org/licenses/by/4.0/",
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}