# Hourly financial advisors in Miami, FL

> AdvisorCensus lists 221 investment advisory firms with a principal office in the Miami metro area that report hourly charges 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/hourly/page/5

## At a glance

- Investment advisory firms: 221
- Registration: SEC-registered investment adviser: 114, State-registered investment adviser: 107
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 48 (22%); Percentage of assets 208 (94%); Hourly charges 221 (100%); Subscription fees (newsletter or periodical) 6 (3%); Fixed fees 170 (77%); Commissions 5 (2%); Performance-based fees 26 (12%); Other 47 (21%)
- Regulatory assets under management (Item 5.F): Under $25 million 57 (26%); $25 million to $100 million 32 (14%); $100 million to $500 million 76 (34%); $500 million to $1 billion 15 (7%); $1 billion to $5 billion 17 (8%); Over $5 billion 4 (2%); Not reported 20 (9%)
- Years registered: Under 5 years 88 (40%); 5 to 9 years 53 (24%); 10 to 19 years 50 (23%); 20 years or more 30 (14%)

## Firms (page 5 of 5, 201 to 221 of 221, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Syntax Research, Inc.](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948) ([md](https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948.md)) | 151948 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [The Atlas Financial Group](https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849) ([md](https://advisorcensus.com/firm/the-atlas-financial-group-miami-fl-306849.md)) | 306849 | Miami, FL | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [The Jaffee Financial Group, Inc.](https://advisorcensus.com/firm/the-jaffee-financial-group-inc-cooper-city-fl-142163) ([md](https://advisorcensus.com/firm/the-jaffee-financial-group-inc-cooper-city-fl-142163.md)) | 142163 | Cooper City, FL | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly |
| [Thureos Asset Management LLC](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400) ([md](https://advisorcensus.com/firm/thureos-asset-management-llc-miami-fl-311400.md)) | 311400 | Miami, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Tobias Financial Advisors](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711) ([md](https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711.md)) | 104711 | Plantation, FL | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Tolida Enterprises, LLC](https://advisorcensus.com/firm/tolida-enterprises-llc-delray-beach-fl-321206) ([md](https://advisorcensus.com/firm/tolida-enterprises-llc-delray-beach-fl-321206.md)) | 321206 | Delray Beach, FL | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee |
| [Unda Financial and Consulting LLC](https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468) ([md](https://advisorcensus.com/firm/unda-financial-and-consulting-llc-palmetto-bay-fl-315468.md)) | 315468 | Palmetto Bay, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Utopia Wealth Management, LLC](https://advisorcensus.com/firm/utopia-wealth-management-llc-coconut-creek-fl-300266) ([md](https://advisorcensus.com/firm/utopia-wealth-management-llc-coconut-creek-fl-300266.md)) | 300266 | Coconut Creek, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Other |
| [Valle Financial Group](https://advisorcensus.com/firm/valle-financial-group-doral-fl-324947) ([md](https://advisorcensus.com/firm/valle-financial-group-doral-fl-324947.md)) | 324947 | Doral, FL | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [VIM Wealth Management, LLC](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641) ([md](https://advisorcensus.com/firm/vim-wealth-management-llc-coral-gables-fl-311641.md)) | 311641 | Coral Gables, FL | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Subscription |
| [Walton Rahal CPAS PLLC](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545) ([md](https://advisorcensus.com/firm/walton-rahal-cpas-pllc-boca-raton-fl-142545.md)) | 142545 | Boca Raton, FL | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [WCA Advisors, LLC](https://advisorcensus.com/firm/wca-advisors-llc-miami-fl-325342) ([md](https://advisorcensus.com/firm/wca-advisors-llc-miami-fl-325342.md)) | 325342 | Miami, FL | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Wealth Group, Inc.](https://advisorcensus.com/firm/wealth-group-inc-delray-beach-fl-164615) ([md](https://advisorcensus.com/firm/wealth-group-inc-delray-beach-fl-164615.md)) | 164615 | Delray Beach, FL | State-registered investment adviser | Not reported | 14 | Hourly, Other |
| [Wealth With Wisdom Advisors, Inc.](https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071) ([md](https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071.md)) | 171071 | Palm Beach Gardens, FL | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee, Other |
| [Whitestar Advisors, LLC](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627) ([md](https://advisorcensus.com/firm/whitestar-advisors-llc-boca-raton-fl-124627.md)) | 124627 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wiggin Financial Services](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596) ([md](https://advisorcensus.com/firm/wiggin-financial-services-fort-lauderdale-fl-151596.md)) | 151596 | Fort Lauderdale, FL | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Win Advisors, Inc](https://advisorcensus.com/firm/win-advisors-inc-palm-beach-gardens-fl-300351) ([md](https://advisorcensus.com/firm/win-advisors-inc-palm-beach-gardens-fl-300351.md)) | 300351 | Palm Beach Gardens, FL | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Winning Points Advisors, L.L.C.](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077) ([md](https://advisorcensus.com/firm/winning-points-advisors-l-l-c-boca-raton-fl-118077.md)) | 118077 | Boca Raton, FL | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Other |
| [Wolfson Private Wealth, LLC](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416) ([md](https://advisorcensus.com/firm/wolfson-private-wealth-llc-ft-lauderdale-fl-314416.md)) | 314416 | Ft. Lauderdale, FL | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Performance fee |
| [Your Planning Partner LLC](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647) ([md](https://advisorcensus.com/firm/your-planning-partner-llc-palm-beach-gardens-fl-283647.md)) | 283647 | Palm Beach Gardens, FL | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Zuraw Financial](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527) ([md](https://advisorcensus.com/firm/zuraw-financial-delray-beach-fl-164527.md)) | 164527 | Delray Beach, FL | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/fl/miami/hourly/page/4.md

## 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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Cite as: AdvisorCensus. Hourly financial advisors in Miami, FL: 221 firms from Form ADV filings as of October 2026.