# Flat-fee financial advisors in Miami, FL

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/fl/miami/flat-fee/page/2

## At a glance

- Investment advisory firms: 343
- Registration: SEC-registered investment adviser: 221, State-registered investment adviser: 122
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 83 (24%); Percentage of assets 316 (92%); Hourly charges 170 (50%); Subscription fees (newsletter or periodical) 5 (1%); Fixed fees 343 (100%); Commissions 7 (2%); Performance-based fees 70 (20%); Other 66 (19%)
- Regulatory assets under management (Item 5.F): Under $25 million 69 (20%); $25 million to $100 million 45 (13%); $100 million to $500 million 113 (33%); $500 million to $1 billion 36 (10%); $1 billion to $5 billion 41 (12%); Over $5 billion 17 (5%); Not reported 22 (6%)
- Years registered: Under 5 years 133 (39%); 5 to 9 years 83 (24%); 10 to 19 years 89 (26%); 20 years or more 38 (11%)

## Firms (page 2 of 7, 51 to 100 of 343, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bella Capital](https://advisorcensus.com/firm/bella-capital-miami-fl-329476) ([md](https://advisorcensus.com/firm/bella-capital-miami-fl-329476.md)) | 329476 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Benchmark Financial Wealth Advisors LLC](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966) ([md](https://advisorcensus.com/firm/benchmark-financial-wealth-advisors-llc-boca-raton-fl-287966.md)) | 287966 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Other |
| [BFA Wealth Management](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793) ([md](https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793.md)) | 241793 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Bishop Capital Advisors LLC](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102) ([md](https://advisorcensus.com/firm/bishop-capital-advisors-llc-boca-raton-fl-323102.md)) | 323102 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee, Performance fee |
| [Blackridge Asset Management, LLC](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085) ([md](https://advisorcensus.com/firm/blackridge-asset-management-llc-jupiter-fl-277085.md)) | 277085 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Blue Marlin Advisors, LLC](https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906) ([md](https://advisorcensus.com/firm/blue-marlin-advisors-llc-west-palm-beach-fl-305906.md)) | 305906 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 6 | % of assets, Fixed fee, Other |
| [Blue Ocean Capital](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833) ([md](https://advisorcensus.com/firm/blue-ocean-capital-west-palm-beach-fl-107833.md)) | 107833 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [Blue Water Advisors LP](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923) ([md](https://advisorcensus.com/firm/blue-water-advisors-lp-boca-raton-fl-288923.md)) | 288923 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Boca Wealth Advisors](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038) ([md](https://advisorcensus.com/firm/boca-wealth-advisors-boca-raton-fl-108038.md)) | 108038 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Fixed fee |
| [Brazil Advisors LLC](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952) ([md](https://advisorcensus.com/firm/brazil-advisors-llc-miami-fl-333952.md)) | 333952 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Brice Financial Advisors Inc](https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528) ([md](https://advisorcensus.com/firm/brice-financial-advisors-inc-miami-fl-326528.md)) | 326528 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Brickell Financial Group LLC](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974) ([md](https://advisorcensus.com/firm/brickell-financial-group-llc-miami-fl-283974.md)) | 283974 | Miami, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Bull Market Investment Management, Inc.](https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871) ([md](https://advisorcensus.com/firm/bull-market-investment-management-inc-miami-fl-288871.md)) | 288871 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee, Performance fee |
| [Bulltick Wealth Management, LLC](https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588) ([md](https://advisorcensus.com/firm/bulltick-wealth-management-llc-miami-fl-141588.md)) | 141588 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Fixed fee, Performance fee |
| [Camerondowning, Inc.](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258) ([md](https://advisorcensus.com/firm/camerondowning-inc-miami-fl-172258.md)) | 172258 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Campbell Williams, Inc.](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243) ([md](https://advisorcensus.com/firm/campbell-williams-inc-coral-gables-fl-142243.md)) | 142243 | Coral Gables, FL | State-registered investment adviser | Not reported | 30 | % of assets, Hourly, Fixed fee |
| [Campos Financial](https://advisorcensus.com/firm/campos-financial-miami-fl-304860) ([md](https://advisorcensus.com/firm/campos-financial-miami-fl-304860.md)) | 304860 | Miami, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Candor Strategic Partners LLC](https://advisorcensus.com/firm/candor-strategic-partners-llc-ft-lauderdale-fl-334832) ([md](https://advisorcensus.com/firm/candor-strategic-partners-llc-ft-lauderdale-fl-334832.md)) | 334832 | Ft Lauderdale, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Cantata Wealth Management, LLC](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526) ([md](https://advisorcensus.com/firm/cantata-wealth-management-llc-coral-gables-fl-332526.md)) | 332526 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Cardone Wealth Advisors](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559) ([md](https://advisorcensus.com/firm/cardone-wealth-advisors-aventura-fl-337559.md)) | 337559 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Carl Domino Inc.](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528) ([md](https://advisorcensus.com/firm/carl-domino-inc-west-palm-beach-fl-131528.md)) | 131528 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Carrack Capital Inc.](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059) ([md](https://advisorcensus.com/firm/carrack-capital-inc-miami-fl-322059.md)) | 322059 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee, Performance fee |
| [Castle Wealth Management](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364) ([md](https://advisorcensus.com/firm/castle-wealth-management-boynton-beach-fl-118364.md)) | 118364 | Boynton Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [Cayside Partners](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090) ([md](https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090.md)) | 306090 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Performance fee |
| [Cela Wealth Management](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040) ([md](https://advisorcensus.com/firm/cela-wealth-management-miami-fl-148040.md)) | 148040 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Fixed fee |
| [Centrica Wealth Management](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042) ([md](https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042.md)) | 335042 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee |
| [Certuity, LLC](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505) ([md](https://advisorcensus.com/firm/certuity-llc-north-palm-beach-fl-129505.md)) | 129505 | North Palm Beach, FL | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee, Performance fee |
| [CG Capital Wealth LLC](https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521) ([md](https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521.md)) | 342521 | Hialeah, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Chronos Capital Advisors LLC](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639) ([md](https://advisorcensus.com/firm/chronos-capital-advisors-llc-miami-fl-283639.md)) | 283639 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Clark Financial Planning Services LLC](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321) ([md](https://advisorcensus.com/firm/clark-financial-planning-services-llc-coconut-creek-fl-172321.md)) | 172321 | Coconut Creek, FL | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Clout Capital](https://advisorcensus.com/firm/clout-capital-miami-fl-327315) ([md](https://advisorcensus.com/firm/clout-capital-miami-fl-327315.md)) | 327315 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Compass Financial Group, Inc.](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186) ([md](https://advisorcensus.com/firm/compass-financial-group-inc-deerfield-beach-fl-125186.md)) | 125186 | Deerfield Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Compass Group Investments Solutions LLC](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680) ([md](https://advisorcensus.com/firm/compass-group-investments-solutions-llc-miami-fl-305680.md)) | 305680 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Fixed fee, Other |
| [Comprehensive Wealth Solutions, LLC](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324) ([md](https://advisorcensus.com/firm/comprehensive-wealth-solutions-llc-boca-raton-fl-131324.md)) | 131324 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Coral Wealth Management, LLC](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117) ([md](https://advisorcensus.com/firm/coral-wealth-management-llc-miami-fl-307117.md)) | 307117 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Core Wealth Management, Inc.](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870) ([md](https://advisorcensus.com/firm/core-wealth-management-inc-jupiter-fl-162870.md)) | 162870 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Corient](https://advisorcensus.com/firm/corient-miami-fl-319448) ([md](https://advisorcensus.com/firm/corient-miami-fl-319448.md)) | 319448 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee, Other |
| [Corrales & Co.](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189) ([md](https://advisorcensus.com/firm/corrales-and-co-miami-fl-332189.md)) | 332189 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Creand Management](https://advisorcensus.com/firm/creand-management-miami-fl-154894) ([md](https://advisorcensus.com/firm/creand-management-miami-fl-154894.md)) | 154894 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Creo Capital Partners Management LLC](https://advisorcensus.com/firm/creo-capital-partners-management-llc-miami-fl-296861) ([md](https://advisorcensus.com/firm/creo-capital-partners-management-llc-miami-fl-296861.md)) | 296861 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | Fixed fee, Performance fee |
| [CS Advisors Inc.](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729) ([md](https://advisorcensus.com/firm/cs-advisors-inc-boca-raton-fl-130729.md)) | 130729 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [CV Advisors LLC](https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817) ([md](https://advisorcensus.com/firm/cv-advisors-llc-aventura-fl-164817.md)) | 164817 | Aventura, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee |
| [Daba Advisors LLC](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371) ([md](https://advisorcensus.com/firm/daba-advisors-llc-miami-fl-319371.md)) | 319371 | Miami, FL | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Subscription, Fixed fee |
| [Daemon Investment and Asset Management, LLC](https://advisorcensus.com/firm/daemon-investment-and-asset-management-llc-miami-fl-285629) ([md](https://advisorcensus.com/firm/daemon-investment-and-asset-management-llc-miami-fl-285629.md)) | 285629 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Daher Capital Group, LLC](https://advisorcensus.com/firm/daher-capital-group-llc-jupiter-fl-341516) ([md](https://advisorcensus.com/firm/daher-capital-group-llc-jupiter-fl-341516.md)) | 341516 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Dakota Wealth, LLC](https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987) ([md](https://advisorcensus.com/firm/dakota-wealth-llc-palm-beach-gardens-fl-297987.md)) | 297987 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Daniels D'Amelio Investment Management Group, LLC](https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456) ([md](https://advisorcensus.com/firm/daniels-d-amelio-investment-management-group-llc-jupiter-fl-301456.md)) | 301456 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Dara Capital US, Inc.](https://advisorcensus.com/firm/dara-capital-us-inc-miami-fl-153544) ([md](https://advisorcensus.com/firm/dara-capital-us-inc-miami-fl-153544.md)) | 153544 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Data Analytics Capital LLC](https://advisorcensus.com/firm/data-analytics-capital-llc-miami-fl-341033) ([md](https://advisorcensus.com/firm/data-analytics-capital-llc-miami-fl-341033.md)) | 341033 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee, Other |
| [Davis Private Wealth, LLC](https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952) ([md](https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952.md)) | 285952 | Royal Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |

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## 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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- [Financial advisors in Orlando](https://advisorcensus.com/advisors/fl/orlando) (https://advisorcensus.com/advisors/fl/orlando.md)
- [Financial advisors in Jacksonville](https://advisorcensus.com/advisors/fl/jacksonville) (https://advisorcensus.com/advisors/fl/jacksonville.md)
- [Financial advisors in North Port](https://advisorcensus.com/advisors/fl/north-port) (https://advisorcensus.com/advisors/fl/north-port.md)
- [Financial advisors in Naples](https://advisorcensus.com/advisors/fl/naples) (https://advisorcensus.com/advisors/fl/naples.md)
- [Financial advisors in Cape Coral](https://advisorcensus.com/advisors/fl/cape-coral) (https://advisorcensus.com/advisors/fl/cape-coral.md)
- [Financial advisors in Palm Bay](https://advisorcensus.com/advisors/fl/palm-bay) (https://advisorcensus.com/advisors/fl/palm-bay.md)
- [Financial advisors in Port St. Lucie](https://advisorcensus.com/advisors/fl/port-st-lucie) (https://advisorcensus.com/advisors/fl/port-st-lucie.md)

Cite as: AdvisorCensus. Flat-fee financial advisors in Miami, FL: 343 firms from Form ADV filings as of October 2026.