# 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/5

## 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 5 of 7, 201 to 250 of 343, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Lifeinvest Wealth Management, Ltd](https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966) ([md](https://advisorcensus.com/firm/lifeinvest-wealth-management-ltd-miami-fl-146966.md)) | 146966 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Other |
| [Lifespan Financial Strategies, Inc.](https://advisorcensus.com/firm/lifespan-financial-strategies-inc-weston-fl-119800) ([md](https://advisorcensus.com/firm/lifespan-financial-strategies-inc-weston-fl-119800.md)) | 119800 | Weston, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Lighthouse Investment Partners, LLC](https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591) ([md](https://advisorcensus.com/firm/lighthouse-investment-partners-llc-palm-beach-gardens-fl-136591.md)) | 136591 | Palm Beach Gardens, FL | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Fixed fee, Performance fee, Other |
| [Longman Wealthcare Management, LLC](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555) ([md](https://advisorcensus.com/firm/longman-wealthcare-management-llc-miami-fl-110555.md)) | 110555 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [LRI Investments](https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556) ([md](https://advisorcensus.com/firm/lri-investments-palm-beach-gardens-fl-323556.md)) | 323556 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [LRZ Capital LLC](https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746) ([md](https://advisorcensus.com/firm/lrz-capital-llc-miami-fl-333746.md)) | 333746 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee, Performance fee, Other |
| [Maceratio LLC](https://advisorcensus.com/firm/maceratio-llc-miami-fl-304078) ([md](https://advisorcensus.com/firm/maceratio-llc-miami-fl-304078.md)) | 304078 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee |
| [Maclendon Wealth Management, LLC](https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819) ([md](https://advisorcensus.com/firm/maclendon-wealth-management-llc-delray-beach-fl-157819.md)) | 157819 | Delray Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [MAR Wealth Management Services, LLC](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335) ([md](https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335.md)) | 167335 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Marketgrader Capital, LLC](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080) ([md](https://advisorcensus.com/firm/marketgrader-capital-llc-coral-gables-fl-173080.md)) | 173080 | Coral Gables, FL | State-registered investment adviser | Not reported | 10 | % of assets, Fixed fee |
| [Martin Investment Management, LLC](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381) ([md](https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381.md)) | 105381 | Palm Beach Gardens, FL | SEC-registered investment adviser | $500 million to $1 billion | 38 | % of assets, Hourly, Fixed fee, Performance fee |
| [MAS Advisors LLC](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906) ([md](https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906.md)) | 165906 | Coral Gables, FL | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Matters Capital LLC](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776) ([md](https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776.md)) | 333776 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Meira Wealth](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648) ([md](https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648.md)) | 108648 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 27 | % of assets, Hourly, Fixed fee |
| [Mendoza Private Wealth](https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126) ([md](https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126.md)) | 329126 | North Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Meridiana](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237) ([md](https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237.md)) | 306237 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee, Other |
| [Merited Wealth, LLC](https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549) ([md](https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549.md)) | 299549 | North Bay Village, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [MG&A Wealth](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866) ([md](https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866.md)) | 284866 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [MMBG Investment Advisors Co.](https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263) ([md](https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263.md)) | 285263 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Money Concepts Advisory Service](https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963) ([md](https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963.md)) | 12963 | Palm Beach Gardens, FL | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee, Other |
| [Moore Financial Planning Advisors, LLC](https://advisorcensus.com/firm/moore-financial-planning-advisors-llc-davie-fl-146581) ([md](https://advisorcensus.com/firm/moore-financial-planning-advisors-llc-davie-fl-146581.md)) | 146581 | Davie, FL | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Other |
| [Mori Huston Partners](https://advisorcensus.com/firm/mori-huston-partners-miami-fl-151260) ([md](https://advisorcensus.com/firm/mori-huston-partners-miami-fl-151260.md)) | 151260 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee, Other |
| [Mouly Financial Management, Inc.](https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809) ([md](https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809.md)) | 141809 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee |
| [Murphy Clarke Williams & Stone LLC](https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290) ([md](https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290.md)) | 330290 | Miami Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Murray Street Capital Advisors, LLC](https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232) ([md](https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232.md)) | 300232 | Fort Lauderdale, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [My Investment Path](https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641) ([md](https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641.md)) | 329641 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Commissions |
| [N.L.C. LLC](https://advisorcensus.com/firm/n-l-c-llc-boca-raton-fl-330231) ([md](https://advisorcensus.com/firm/n-l-c-llc-boca-raton-fl-330231.md)) | 330231 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee, Performance fee |
| [Namm Financial LLC](https://advisorcensus.com/firm/namm-financial-llc-plantation-fl-151860) ([md](https://advisorcensus.com/firm/namm-financial-llc-plantation-fl-151860.md)) | 151860 | Plantation, FL | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Nextreg Advisors LLC](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045) ([md](https://advisorcensus.com/firm/nextreg-advisors-llc-miami-fl-344045.md)) | 344045 | Miami, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Nexwealth LLC](https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424) ([md](https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424.md)) | 311424 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [NFSG Corporation](https://advisorcensus.com/firm/nfsg-corporation-boca-raton-fl-130814) ([md](https://advisorcensus.com/firm/nfsg-corporation-boca-raton-fl-130814.md)) | 130814 | Boca Raton, FL | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee, Other |
| [Noctua International WMG, LLC](https://advisorcensus.com/firm/noctua-international-wmg-llc-miami-fl-151170) ([md](https://advisorcensus.com/firm/noctua-international-wmg-llc-miami-fl-151170.md)) | 151170 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Performance fee |
| [Noesis Capital Management Corp](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819) ([md](https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819.md)) | 110819 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 31 | % of assets, Fixed fee |
| [Numa](https://advisorcensus.com/firm/numa-miami-fl-164602) ([md](https://advisorcensus.com/firm/numa-miami-fl-164602.md)) | 164602 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee, Other |
| [Nverses Capital, LLC](https://advisorcensus.com/firm/nverses-capital-llc-wellington-fl-323291) ([md](https://advisorcensus.com/firm/nverses-capital-llc-wellington-fl-323291.md)) | 323291 | Wellington, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee, Performance fee |
| [Ocean Financial Advisors LLC](https://advisorcensus.com/firm/ocean-financial-advisors-llc-miami-fl-291950) ([md](https://advisorcensus.com/firm/ocean-financial-advisors-llc-miami-fl-291950.md)) | 291950 | Miami, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee, Commissions |
| [Octogone NA](https://advisorcensus.com/firm/octogone-na-miami-fl-322478) ([md](https://advisorcensus.com/firm/octogone-na-miami-fl-322478.md)) | 322478 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Olea Advisory Services](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377) ([md](https://advisorcensus.com/firm/olea-advisory-services-plantation-fl-340377.md)) | 340377 | Plantation, FL | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee |
| [Omkara Capital LLC](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570) ([md](https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570.md)) | 172570 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Omnia Family Wealth, LLC](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909) ([md](https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909.md)) | 170909 | Aventura, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Fixed fee |
| [Omnicap Wealth Partners LLC](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182) ([md](https://advisorcensus.com/firm/omnicap-wealth-partners-llc-miami-fl-336182.md)) | 336182 | Miami, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [One + One Wealth Management, LLC](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906) ([md](https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906.md)) | 310906 | Jupiter, FL | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [One Wealth Investors](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030) ([md](https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030.md)) | 288030 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Openvest](https://advisorcensus.com/firm/openvest-aventura-fl-328152) ([md](https://advisorcensus.com/firm/openvest-aventura-fl-328152.md)) | 328152 | Aventura, FL | SEC-registered investment adviser | Under $25 million | 1 | Fixed fee |
| [Optimist Capital](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023) ([md](https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023.md)) | 292023 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Palisades Hudson Asset Management, L.P.](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134) ([md](https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134.md)) | 109134 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 28 | % of assets, Fixed fee |
| [Palm Wealth Partners](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361) ([md](https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361.md)) | 323361 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Patterson Investments, Inc.](https://advisorcensus.com/firm/patterson-investments-inc-davie-fl-152218) ([md](https://advisorcensus.com/firm/patterson-investments-inc-davie-fl-152218.md)) | 152218 | Davie, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Paulson Wealth Management Inc.](https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374) ([md](https://advisorcensus.com/firm/paulson-wealth-management-inc-west-palm-beach-fl-150374.md)) | 150374 | West Palm Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Pelican Financial Planning and Wealth, PLLC](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198) ([md](https://advisorcensus.com/firm/pelican-financial-planning-and-wealth-pllc-jupiter-fl-335198.md)) | 335198 | Jupiter, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, 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.

## Related pages

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- [Financial advisors in Tampa](https://advisorcensus.com/advisors/fl/tampa) (https://advisorcensus.com/advisors/fl/tampa.md)
- [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.