# 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/6

## 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 6 of 7, 251 to 300 of 343, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Personal Financial Profiles Inc](https://advisorcensus.com/firm/personal-financial-profiles-inc-coral-springs-fl-109327) ([md](https://advisorcensus.com/firm/personal-financial-profiles-inc-coral-springs-fl-109327.md)) | 109327 | Coral Springs, FL | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee |
| [Personal Wealth Planning, LLC](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390) ([md](https://advisorcensus.com/firm/personal-wealth-planning-llc-hollywood-fl-299390.md)) | 299390 | Hollywood, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Pinetree Advisors Corp.](https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275) ([md](https://advisorcensus.com/firm/pinetree-advisors-corp-miami-fl-299275.md)) | 299275 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee, Other |
| [Plan Ahead Advisors](https://advisorcensus.com/firm/plan-ahead-advisors-west-palm-beach-fl-168685) ([md](https://advisorcensus.com/firm/plan-ahead-advisors-west-palm-beach-fl-168685.md)) | 168685 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [Point Break Capital Management LLC](https://advisorcensus.com/firm/point-break-capital-management-llc-miami-fl-164213) ([md](https://advisorcensus.com/firm/point-break-capital-management-llc-miami-fl-164213.md)) | 164213 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee, Other |
| [Portfolio Resources Advisor Group, Inc.](https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601) ([md](https://advisorcensus.com/firm/portfolio-resources-advisor-group-inc-coral-gables-fl-144601.md)) | 144601 | Coral Gables, FL | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Powell Investment Advisors, LLC](https://advisorcensus.com/firm/powell-investment-advisors-llc-miami-fl-160333) ([md](https://advisorcensus.com/firm/powell-investment-advisors-llc-miami-fl-160333.md)) | 160333 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Profitable Financial Strategies](https://advisorcensus.com/firm/profitable-financial-strategies-coral-springs-fl-141961) ([md](https://advisorcensus.com/firm/profitable-financial-strategies-coral-springs-fl-141961.md)) | 141961 | Coral Springs, FL | State-registered investment adviser | Not reported | 27 | Hourly, Fixed fee |
| [Prosperitus Wealth Advisors](https://advisorcensus.com/firm/prosperitus-wealth-advisors-coral-springs-fl-306630) ([md](https://advisorcensus.com/firm/prosperitus-wealth-advisors-coral-springs-fl-306630.md)) | 306630 | Coral Springs, FL | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Provenance Wealth Advisors](https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529) ([md](https://advisorcensus.com/firm/provenance-wealth-advisors-fort-lauderdale-fl-126529.md)) | 126529 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [QP Wealth Management, LLC](https://advisorcensus.com/firm/qp-wealth-management-llc-boca-raton-fl-301071) ([md](https://advisorcensus.com/firm/qp-wealth-management-llc-boca-raton-fl-301071.md)) | 301071 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [RC Private Wealth, LLC](https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301) ([md](https://advisorcensus.com/firm/rc-private-wealth-llc-miami-fl-329301.md)) | 329301 | Miami, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Red Reef Advisors LLC](https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748) ([md](https://advisorcensus.com/firm/red-reef-advisors-llc-boca-raton-fl-174748.md)) | 174748 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Remote Financial Planner, LLC](https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297) ([md](https://advisorcensus.com/firm/remote-financial-planner-llc-west-palm-beach-fl-284297.md)) | 284297 | West Palm Beach, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Remotiv / Financial Soundings](https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082) ([md](https://advisorcensus.com/firm/remotiv-financial-soundings-coconut-grove-fl-146082.md)) | 146082 | Coconut Grove, FL | SEC-registered investment adviser | Not reported | 18 | Fixed fee, Other |
| [Renew Family Wealth](https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618) ([md](https://advisorcensus.com/firm/renew-family-wealth-jupiter-fl-298618.md)) | 298618 | Jupiter, FL | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Reshape Wealth](https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582) ([md](https://advisorcensus.com/firm/reshape-wealth-boca-raton-fl-330582.md)) | 330582 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Resnick Wealth Alliance, LLC](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188) ([md](https://advisorcensus.com/firm/resnick-wealth-alliance-llc-palm-beach-gardens-fl-316188.md)) | 316188 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Retirement Capital Advisors](https://advisorcensus.com/firm/retirement-capital-advisors-west-palm-beach-fl-324060) ([md](https://advisorcensus.com/firm/retirement-capital-advisors-west-palm-beach-fl-324060.md)) | 324060 | West Palm Beach, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [RFM Investment Advisor](https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134) ([md](https://advisorcensus.com/firm/rfm-investment-advisor-boca-raton-fl-142134.md)) | 142134 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee |
| [Rialto Capital Management, LLC](https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998) ([md](https://advisorcensus.com/firm/rialto-capital-management-llc-miami-fl-159998.md)) | 159998 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Riverside Wealth Management, Inc.](https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162) ([md](https://advisorcensus.com/firm/riverside-wealth-management-inc-west-palm-beach-fl-140162.md)) | 140162 | West Palm Beach, FL | State-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [RK Capital Management, LLC](https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175) ([md](https://advisorcensus.com/firm/rk-capital-management-llc-weston-fl-314175.md)) | 314175 | Weston, FL | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Performance fee |
| [Roschman Capital Advisors, LLC](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080) ([md](https://advisorcensus.com/firm/roschman-capital-advisors-llc-fort-lauderdale-fl-282080.md)) | 282080 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee, Other |
| [Rose Capital Advisors, LLC](https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054) ([md](https://advisorcensus.com/firm/rose-capital-advisors-llc-miami-beach-fl-173054.md)) | 173054 | Miami Beach, FL | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ruggiero Investments](https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180) ([md](https://advisorcensus.com/firm/ruggiero-investments-west-palm-beach-fl-169180.md)) | 169180 | West Palm Beach, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [RVX Asset Management LLC](https://advisorcensus.com/firm/rvx-asset-management-llc-aventura-fl-282804) ([md](https://advisorcensus.com/firm/rvx-asset-management-llc-aventura-fl-282804.md)) | 282804 | Aventura, FL | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee, Performance fee |
| [Saaga](https://advisorcensus.com/firm/saaga-miami-fl-327015) ([md](https://advisorcensus.com/firm/saaga-miami-fl-327015.md)) | 327015 | Miami, FL | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Safety of Principle Wealth Management, LLC](https://advisorcensus.com/firm/safety-of-principle-wealth-management-llc-coral-springs-fl-143918) ([md](https://advisorcensus.com/firm/safety-of-principle-wealth-management-llc-coral-springs-fl-143918.md)) | 143918 | Coral Springs, FL | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Sanctuary Advisors, LLC](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606) ([md](https://advisorcensus.com/firm/sanctuary-advisors-llc-miami-fl-226606.md)) | 226606 | Miami, FL | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sancus Wealth Management LLC](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226) ([md](https://advisorcensus.com/firm/sancus-wealth-management-llc-miami-fl-313226.md)) | 313226 | Miami, FL | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Sapiens Advisors](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254) ([md](https://advisorcensus.com/firm/sapiens-advisors-coral-gables-fl-341254.md)) | 341254 | Coral Gables, FL | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Saul Wealth Advisors, LLC](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371) ([md](https://advisorcensus.com/firm/saul-wealth-advisors-llc-miami-fl-337371.md)) | 337371 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Savvy Wealth Management LLC](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380) ([md](https://advisorcensus.com/firm/savvy-wealth-management-llc-miami-beach-fl-313380.md)) | 313380 | Miami Beach, FL | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Seminario Asset Management LLC](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039) ([md](https://advisorcensus.com/firm/seminario-asset-management-llc-coral-gables-fl-339039.md)) | 339039 | Coral Gables, FL | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Semus Wealth Partners, LLC](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758) ([md](https://advisorcensus.com/firm/semus-wealth-partners-llc-boca-raton-fl-305758.md)) | 305758 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Shaw Financial Solutions LLC](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057) ([md](https://advisorcensus.com/firm/shaw-financial-solutions-llc-coral-gables-fl-329057.md)) | 329057 | Coral Gables, FL | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Shearson Financial Services, LLC](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619) ([md](https://advisorcensus.com/firm/shearson-financial-services-llc-boca-raton-fl-38619.md)) | 38619 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [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 |
| [Sierra Capital LLC](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129) ([md](https://advisorcensus.com/firm/sierra-capital-llc-miami-fl-110129.md)) | 110129 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Fixed fee, Performance fee |
| [Sikes Financial Services, LLC](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309) ([md](https://advisorcensus.com/firm/sikes-financial-services-llc-boca-raton-fl-290309.md)) | 290309 | Boca Raton, FL | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Simetria Advisory Group LLC](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563) ([md](https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563.md)) | 288563 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Singer Wealth Advisors LLC](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218) ([md](https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218.md)) | 317218 | Boca Raton, FL | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Slatestone Wealth LLC](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669) ([md](https://advisorcensus.com/firm/slatestone-wealth-llc-jupiter-fl-286669.md)) | 286669 | Jupiter, FL | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Smaart LLC](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029) ([md](https://advisorcensus.com/firm/smaart-llc-hialeah-fl-305029.md)) | 305029 | Hialeah, FL | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Subscription, Fixed fee |
| [SOL Financial](https://advisorcensus.com/firm/sol-financial-miami-fl-333387) ([md](https://advisorcensus.com/firm/sol-financial-miami-fl-333387.md)) | 333387 | Miami, FL | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Commissions |
| [Sollinda Capital Management LLC](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742) ([md](https://advisorcensus.com/firm/sollinda-capital-management-llc-miami-fl-321742.md)) | 321742 | Miami, FL | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Sound Income Strategies, LLC](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272) ([md](https://advisorcensus.com/firm/sound-income-strategies-llc-fort-lauderdale-fl-173272.md)) | 173272 | Fort Lauderdale, FL | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Star Wealth Advisors](https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344) ([md](https://advisorcensus.com/firm/star-wealth-advisors-boca-raton-fl-332344.md)) | 332344 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Statetrust Capital, LLC.](https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052) ([md](https://advisorcensus.com/firm/statetrust-capital-llc-boca-raton-fl-114052.md)) | 114052 | Boca Raton, FL | SEC-registered investment adviser | $25 million to $100 million | 25 | % 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.

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- [Financial advisors in Ft. Lauderdale, FL](https://advisorcensus.com/advisors/fl/miami/ft-lauderdale) (https://advisorcensus.com/advisors/fl/miami/ft-lauderdale.md)
- [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.