{ "path": "/advisors/fl/miami/for-charities", "url": "https://advisorcensus.com/advisors/fl/miami/for-charities/page/2", "page_type": "metro_answer", "title": "Financial advisors for charitable organizations in Miami, FL", "filters": {}, "scope_total": 144, "faq": [ { "q": "Which financial advisors in Miami, FL work with charitable organizations?", "a": "144 investment advisory firms with a principal office in the Miami metro area report charitable organizations among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "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 144 investment advisory firms with a principal office in the Miami metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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. Financial advisors for charitable organizations in Miami, FL: 144 firms from Form ADV filings as of October 2026.", "total_firms": 144, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 116, "state": 28, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 43 }, { "code": "percentage_of_aum", "count": 142 }, { "code": "hourly", "count": 59 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 80 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 35 }, { "code": "other", "count": 20 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 47 }, { "code": "5_to_9", "count": 33 }, { "code": "10_to_19", "count": 32 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 15 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 47 }, { "code": "500m_1b", "count": 29 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 109698, "name": "Evensky & KATZ/FOLDES Wealth Management", "name_as_filed": "EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/evensky-and-katz-foldes-wealth-management-coral-gables-fl-109698", "city": "Coral Gables", "state": "FL", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174328, "name": "Exodus Wealth, LLC", "name_as_filed": "EXODUS WEALTH, LLC", "url": "https://advisorcensus.com/firm/exodus-wealth-llc-fort-lauderdale-fl-174328", "city": "Fort Lauderdale", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107987, "name": "Fairholme Capital Management, L.L.C.", "name_as_filed": "FAIRHOLME CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/fairholme-capital-management-l-l-c-south-miami-fl-107987", "city": "South Miami", "state": "FL", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144629, "name": "Fendz Asset Management, Inc.", "name_as_filed": "FENDZ ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fendz-asset-management-inc-coral-gables-fl-144629", "city": "Coral Gables", "state": "FL", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 326990, "name": "Fiduciary Family Office, LLC", "name_as_filed": "FIDUCIARY FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/fiduciary-family-office-llc-boca-raton-fl-326990", "city": "Boca Raton", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108998, "name": "Financial Trust Asset Management Chartered", "name_as_filed": "FINANCIAL TRUST ASSET MANAGEMENT CHARTERED", "url": "https://advisorcensus.com/firm/financial-trust-asset-management-chartered-boca-raton-fl-108998", "city": "Boca Raton", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318641, "name": "Fiori Financial Group", "name_as_filed": "FIORI FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/fiori-financial-group-fort-lauderdale-fl-318641", "city": "Fort Lauderdale", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106366, "name": "Firestone Capital Management Inc", "name_as_filed": "FIRESTONE CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/firestone-capital-management-inc-south-miami-fl-106366", "city": "South Miami", "state": "FL", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288527, "name": "Fivenca Asset Management", "name_as_filed": "FIVENCA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/fivenca-asset-management-miami-fl-288527", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341091, "name": "Flagstick Capital Partners LLC", "name_as_filed": "FLAGSTICK CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/flagstick-capital-partners-llc-north-miami-fl-341091", "city": "North Miami", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 43272, "name": "Florida Atlantic Securities Corp.", "name_as_filed": "FLORIDA ATLANTIC SECURITIES CORP.", "url": "https://advisorcensus.com/firm/florida-atlantic-securities-corp-miami-fl-43272", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 106841, "name": "Fusco Financial Services Inc", "name_as_filed": "FUSCO FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/fusco-financial-services-inc-wilton-manors-fl-106841", "city": "Wilton Manors", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 109608, "name": "Gables Capital Management, Inc.", "name_as_filed": "GABLES CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gables-capital-management-inc-miami-fl-109608", "city": "Miami", "state": "FL", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157441, "name": "Genesis Wealth Management, Inc.", "name_as_filed": "GENESIS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/genesis-wealth-management-inc-coral-gables-fl-157441", "city": "Coral Gables", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 250787, "name": "Gladstone Wealth Partners", "name_as_filed": "GLADSTONE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/gladstone-wealth-partners-palm-beach-gardens-fl-250787", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333458, "name": "Global Trust Wealth Management LLC", "name_as_filed": "GLOBAL TRUST WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/global-trust-wealth-management-llc-west-palm-beach-fl-333458", "city": "West Palm Beach", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319494, "name": "GOI", "name_as_filed": "GOI", "url": "https://advisorcensus.com/firm/goi-miami-fl-319494", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283720, "name": "GQG Partners", "name_as_filed": "GQG PARTNERS", "url": "https://advisorcensus.com/firm/gqg-partners-fort-lauderdale-fl-283720", "city": "Fort Lauderdale", "state": "FL", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331392, "name": "Guardant Wealth Advisors LLC", "name_as_filed": "GUARDANT WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/guardant-wealth-advisors-llc-miami-fl-331392", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282409, "name": "Guerra Wealth Advisors", "name_as_filed": "GUERRA WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409", "city": "Miami", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122056, "name": "Guiry Capital Management, LLC", "name_as_filed": "GUIRY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/guiry-capital-management-llc-palm-beach-gardens-fl-122056", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106224, "name": "Harvey Capital Management Inc", "name_as_filed": "HARVEY CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/harvey-capital-management-inc-palm-beach-fl-106224", "city": "Palm Beach", "state": "FL", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113204, "name": "Heritage Investment Group, Inc.", "name_as_filed": "HERITAGE INVESTMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/heritage-investment-group-inc-pompano-beach-fl-113204", "city": "Pompano Beach", "state": "FL", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166089, "name": "Hood River Capital Management LLC", "name_as_filed": "HOOD RIVER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hood-river-capital-management-llc-palm-beach-gardens-fl-166089", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106737, "name": "Horowitz & Company, Inc.", "name_as_filed": "HOROWITZ & COMPANY, INC.", "url": "https://advisorcensus.com/firm/horowitz-and-company-inc-fort-lauderdale-fl-106737", "city": "Fort Lauderdale", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301325, "name": "Hudson Value Partners, LLC", "name_as_filed": "HUDSON VALUE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325", "city": "Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113539, "name": "III Capital Management", "name_as_filed": "III CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/iii-capital-management-boca-raton-fl-113539", "city": "Boca Raton", "state": "FL", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 297154, "name": "Inlet Private Wealth, LLC", "name_as_filed": "INLET PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/inlet-private-wealth-llc-jupiter-fl-297154", "city": "Jupiter", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282589, "name": "Insigneo Advisory Services, LLC", "name_as_filed": "INSIGNEO ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/insigneo-advisory-services-llc-miami-fl-282589", "city": "Miami", "state": "FL", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 300013, "name": "Integrated Retirement Advisors, LLC", "name_as_filed": "INTEGRATED RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/integrated-retirement-advisors-llc-west-palm-beach-fl-300013", "city": "West Palm Beach", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323039, "name": "Invenio Wealth Partners, LLC", "name_as_filed": "INVENIO WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/invenio-wealth-partners-llc-coral-gables-fl-323039", "city": "Coral Gables", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310003, "name": "Inveris US LLC", "name_as_filed": "INVERIS US LLC", "url": "https://advisorcensus.com/firm/inveris-us-llc-coral-gables-fl-310003", "city": "Coral Gables", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282746, "name": "Kanen Wealth Management LLC", "name_as_filed": "KANEN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kanen-wealth-management-llc-coconut-creek-fl-282746", "city": "Coconut Creek", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301921, "name": "Kaufman Rossin Wealth, LLC", "name_as_filed": "KAUFMAN ROSSIN WEALTH, LLC", "url": "https://advisorcensus.com/firm/kaufman-rossin-wealth-llc-miami-fl-301921", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110134, "name": "Keating Investment Counselors Inc", "name_as_filed": "KEATING INVESTMENT COUNSELORS INC", "url": "https://advisorcensus.com/firm/keating-investment-counselors-inc-delray-beach-fl-110134", "city": "Delray Beach", "state": "FL", "years_registered": 43, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 316301, "name": "Khelp Financial LLC", "name_as_filed": "KHELP FINANCIAL LLC", "url": "https://advisorcensus.com/firm/khelp-financial-llc-delray-beach-fl-316301", "city": "Delray Beach", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131138, "name": "Kirtland Financial Management, Inc.", "name_as_filed": "KIRTLAND FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kirtland-financial-management-inc-coral-gables-fl-131138", "city": "Coral Gables", "state": "FL", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 156160, "name": "Klocke Capital Group, LLC", "name_as_filed": "KLOCKE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/klocke-capital-group-llc-palm-beach-fl-156160", "city": "Palm Beach", "state": "FL", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150754, "name": "Krusen Capital Management, LLC", "name_as_filed": "KRUSEN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754", "city": "West Palm Beach", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321112, "name": "Landing Financial Group, Inc.", "name_as_filed": "LANDING FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/landing-financial-group-inc-north-palm-beach-fl-321112", "city": "North Palm Beach", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340641, "name": "LAS Olas Capital Wealth LLC", "name_as_filed": "LAS OLAS CAPITAL WEALTH LLC", "url": "https://advisorcensus.com/firm/las-olas-capital-wealth-llc-fort-lauderdale-fl-340641", "city": "Fort Lauderdale", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326117, "name": "Legacy Wealth Advisors, LLC", "name_as_filed": "LEGACY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-wealth-advisors-llc-north-miami-beach-fl-326117", "city": "North Miami Beach", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305440, "name": "Lion Capital Advisors LLC", "name_as_filed": "LION CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/lion-capital-advisors-llc-miami-fl-305440", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149280, "name": "Loop Capital Asset Management", "name_as_filed": "LOOP CAPITAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167335, "name": "MAR Wealth Management Services, LLC", "name_as_filed": "MAR WEALTH MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false 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