{
  "path": "/advisors/fl/miami/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/miami/flat-fee/page/7",
  "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": 7,
  "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": 124121,
      "name": "Sterling Wealth Advisors, Inc.",
      "name_as_filed": "STERLING WEALTH ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/sterling-wealth-advisors-inc-plantation-fl-124121",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293600,
      "name": "Stonewealth Advisors, LLC",
      "name_as_filed": "STONEWEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/stonewealth-advisors-llc-coral-gables-fl-293600",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153799,
      "name": "Stonex International Advisors Inc",
      "name_as_filed": "STONEX INTERNATIONAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/stonex-international-advisors-inc-miami-fl-153799",
      "city": "Miami",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317453,
      "name": "Sunstate Wealth Management LLC",
      "name_as_filed": "SUNSTATE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sunstate-wealth-management-llc-coral-gables-fl-317453",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338144,
      "name": "Suntax Advisors LLC",
      "name_as_filed": "SUNTAX ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/suntax-advisors-llc-boca-raton-fl-338144",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171123,
      "name": "Synouvo Wealth Management, LLC",
      "name_as_filed": "SYNOUVO WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/synouvo-wealth-management-llc-miramar-fl-171123",
      "city": "Miramar",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151948,
      "name": "Syntax Research, Inc.",
      "name_as_filed": "SYNTAX RESEARCH, INC.",
      "url": "https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306849,
      "name": "The Atlas Financial Group",
      "name_as_filed": "THE ATLAS FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317776,
      "name": "The Institute of Financial Wellness, LLC",
      "name_as_filed": "THE INSTITUTE OF FINANCIAL WELLNESS, LLC",
      "url": "https://advisorcensus.com/firm/the-institute-of-financial-wellness-llc-fort-lauderdale-fl-317776",
      "city": "Fort Lauderdale",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151123,
      "name": "The Retirement Readiness Institute",
      "name_as_filed": "THE RETIREMENT READINESS INSTITUTE",
      "url": "https://advisorcensus.com/firm/the-retirement-readiness-institute-boca-raton-fl-151123",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329367,
      "name": "Tiempo Capital Partners",
      "name_as_filed": "TIEMPO CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/tiempo-capital-partners-miami-fl-329367",
      "city": "Miami",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104711,
      "name": "Tobias Financial Advisors",
      "name_as_filed": "TOBIAS FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711",
      "city": "Plantation",
      "state": "FL",
      "years_registered": 37,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341389,
      "name": "Together Wealth Group LLC",
      "name_as_filed": "TOGETHER WEALTH GROUP LLC",
      "url": "https://advisorcensus.com/firm/together-wealth-group-llc-miami-beach-fl-341389",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321206,
      "name": "Tolida Enterprises, LLC",
      "name_as_filed": "TOLIDA ENTERPRISES, LLC",
      "url": "https://advisorcensus.com/firm/tolida-enterprises-llc-delray-beach-fl-321206",
      "city": "Delray Beach",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310217,
      "name": "Trinity Fund Advisors LLC",
      "name_as_filed": "TRINITY FUND ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/trinity-fund-advisors-llc-miami-fl-310217",
      "city": "Miami",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297885,
      "name": "Tudor Advisors LLC",
      "name_as_filed": "TUDOR ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/tudor-advisors-llc-miami-fl-297885",
      "city": "Miami",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315468,
      "name": "Unda Financial and Consulting LLC",
      "name_as_filed": "UNDA FINANCIAL AND CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468",
      "city": "Palmetto Bay",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288249,
      "name": "Unison Asset Management LLC",
      "name_as_filed": "UNISON ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/unison-asset-management-llc-aventura-fl-288249",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289892,
      "name": "URS Advisory",
      "name_as_filed": "URS ADVISORY",
      "url": "https://advisorcensus.com/firm/urs-advisory-jupiter-fl-289892",
      "city": "Jupiter",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300280,
      "name": "Uyana Partners LLC",
      "name_as_filed": "UYANA PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/uyana-partners-llc-miami-fl-300280",
      "city": "Miami",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324947,
      "name": "Valle Financial Group",
      "name_as_filed": "VALLE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/valle-financial-group-doral-fl-324947",
      "city": "Doral",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171358,
      "name": "Valor Advisors LLC",
      "name_as_filed": "VALOR ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/valor-advisors-llc-miami-fl-171358",
      "city": "Miami",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 179535,
      "name": "Vantage Wealth Management LLC",
      "name_as_filed": "VANTAGE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/vantage-wealth-management-llc-aventura-fl-179535",
      "city": "Aventura",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323237,
      "name": "Vector Technologies, LLC",
      "name_as_filed": "VECTOR TECHNOLOGIES, LLC",
      "url": "https://advisorcensus.com/firm/vector-technologies-llc-miami-beach-fl-323237",
      "city": "Miami Beach",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 189514,
      "name": "Veltria Advisors Corp.",
      "name_as_filed": "VELTRIA ADVISORS CORP.",
      "url": "https://advisorcensus.com/firm/veltria-advisors-corp-miami-fl-189514",
      "city": "Miami",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304331,
      "name": "Venturemfo LLC",
      "name_as_filed": "VENTUREMFO LLC",
      "url": "https://advisorcensus.com/firm/venturemfo-llc-boca-raton-fl-304331",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157341,
      "name": "Vine Investment Advisors, LP",
      "name_as_filed": "VINE INVESTMENT ADVISORS, LP",
      "url": "https://advisorcensus.com/firm/vine-investment-advisors-lp-palm-beach-gardens-fl-157341",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324032,
      "name": "Vizcaya Capital Partners LLC",
      "name_as_filed": "VIZCAYA CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/vizcaya-capital-partners-llc-miami-fl-324032",
      "city": "Miami",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142545,
      "name": "Walton Rahal CPAS PLLC",
      "name_as_filed": "WALTON RAHAL CPAS PLLC",
      "url": "https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109869,
      "name": "We Family Offices",
      "name_as_filed": "WE FAMILY OFFICES",
      "url": "https://advisorcensus.com/firm/we-family-offices-coral-gables-fl-109869",
      "city": "Coral Gables",
      "state": "FL",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171071,
      "name": "Wealth With Wisdom Advisors, Inc.",
      "name_as_filed": "WEALTH WITH WISDOM ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071",
      "city": "Palm Beach Gardens",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310300,
      "name": "Wellth Financial Planning",
      "name_as_filed": "WELLTH FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/wellth-financial-planning-north-palm-beach-fl-310300",
      "city": "North Palm Beach",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140781,
      "name": "Whalerock Point Partners, LLC",
      "name_as_filed": "WHALEROCK POINT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/whalerock-point-partners-llc-west-palm-beach-fl-140781",
      "city": "West Palm Beach",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124627,
      "name": "Whitestar Advisors, LLC",
      "name_as_filed": "WHITESTAR ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627",
      "city": "Boca Raton",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}