{ "path": "/advisors/fl/tampa/fee-only", "url": "https://advisorcensus.com/advisors/fl/tampa/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Tampa, FL", "filters": {}, "scope_total": 56, "faq": [ { "q": "How many financial advisory firms are there in Tampa, FL?", "a": "AdvisorCensus lists 260 investment advisory firms with a principal office in the Tampa metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 94 state-registered, and 26 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 Tampa, FL?", "a": "56 of the 260 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 Tampa, FL offer financial planning?", "a": "150 of the 234 firms in Tampa, 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 Tampa, 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 56 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 56 investment advisory firms with a principal office in the Tampa metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, 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": "Tampa has 260 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. 56 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 88 report under $100 million in regulatory assets under management. The metro area has 1,330,303 households, 149,056 of them with income of $200,000 or more, or 573 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Tampa, FL: 56 firms from Form ADV filings as of October 2026.", "total_firms": 56, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 23, "state": 33, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 56 }, { "code": "percentage_of_aum", "count": 53 }, { "code": "hourly", "count": 27 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 30 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 29 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 7 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 24 }, { "code": "25m_100m", "count": 7 }, { "code": "100m_500m", "count": 15 }, { "code": "500m_1b", "count": 2 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 2 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 162858, "name": "AFT, Forsyth & Sober, LLC", "name_as_filed": "AFT, FORSYTH & SOBER, LLC", "url": "https://advisorcensus.com/firm/aft-forsyth-and-sober-llc-valrico-fl-162858", "city": "Valrico", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282816, "name": "American Dream", "name_as_filed": "AMERICAN DREAM", "url": "https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816", "city": "St. Petersburg", "state": "FL", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154050, "name": "American Family Legacy Group", "name_as_filed": "AMERICAN FAMILY LEGACY GROUP", "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330101, "name": "Aure Investments", "name_as_filed": "AURE INVESTMENTS", "url": "https://advisorcensus.com/firm/aure-investments-tampa-fl-330101", "city": "Tampa", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289419, "name": "Basile Financial Group, Inc.", "name_as_filed": "BASILE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419", "city": "Palm Harbor", "state": "FL", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329073, "name": "Bayview Financial Planning", "name_as_filed": "BAYVIEW FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318378, "name": "Bedinghaus Financial Group, Inc", "name_as_filed": "BEDINGHAUS FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/bedinghaus-financial-group-inc-clearwater-fl-318378", "city": "Clearwater", "state": "FL", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290882, "name": "Belleair Asset Management, LLC", "name_as_filed": "BELLEAIR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882", "city": "Belleair Bluffs", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150240, "name": "Bionic Capital", "name_as_filed": "BIONIC CAPITAL", "url": "https://advisorcensus.com/firm/bionic-capital-st-petersburg-fl-150240", "city": "St. Petersburg", "state": "FL", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332078, "name": "Blade Financial", "name_as_filed": "BLADE FINANCIAL", "url": "https://advisorcensus.com/firm/blade-financial-tampa-fl-332078", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323213, "name": "Blue Compass Wealth Management, LLC", "name_as_filed": "BLUE COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-compass-wealth-management-llc-brandon-fl-323213", "city": "Brandon", "state": "FL", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169806, "name": "Brightwater Advisory, LLC", "name_as_filed": "BRIGHTWATER ADVISORY, LLC", "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806", "city": "Tampa", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329915, "name": "Capital Wise Advisory", "name_as_filed": "CAPITAL WISE ADVISORY", "url": "https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915", "city": "Wesley Chapel", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111446, "name": "Cassedy Financial Group, Inc.", "name_as_filed": "CASSEDY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336646, "name": "Cima Sports & Wealth Management Inc", "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC", "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646", "city": "Lutz", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115344, "name": "Deep Blue Investment Advisors", "name_as_filed": "DEEP BLUE INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/deep-blue-investment-advisors-tampa-fl-115344", "city": "Tampa", "state": "FL", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153663, "name": "DJP Wealth Management, LLC", "name_as_filed": "DJP WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/djp-wealth-management-llc-tampa-fl-153663", "city": "Tampa", "state": "FL", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142284, "name": "Dougherty Investment Advisors", "name_as_filed": "DOUGHERTY INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/dougherty-investment-advisors-spring-hill-fl-142284", "city": "Spring Hill", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124815, "name": "E. Batoff & Co., Inc.", "name_as_filed": "E. BATOFF & CO., INC.", "url": "https://advisorcensus.com/firm/e-batoff-and-co-inc-tampa-fl-124815", "city": "Tampa", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110248, "name": "Edmp, Inc.", "name_as_filed": "EDMP, INC.", "url": "https://advisorcensus.com/firm/edmp-inc-lutz-fl-110248", "city": "Lutz", "state": "FL", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322287, "name": "Fidelis Capital", "name_as_filed": "FIDELIS CAPITAL", "url": "https://advisorcensus.com/firm/fidelis-capital-tampa-fl-322287", "city": "Tampa", "state": "FL", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306748, "name": "Financial Pathway LLC", "name_as_filed": "FINANCIAL PATHWAY LLC", "url": "https://advisorcensus.com/firm/financial-pathway-llc-san-antonio-fl-306748", "city": "San Antonio", "state": "FL", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131166, "name": "Fundamental Investment Alliance Group, Inc.", "name_as_filed": "FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.", "url": "https://advisorcensus.com/firm/fundamental-investment-alliance-group-inc-lutz-fl-131166", "city": "Lutz", "state": "FL", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172537, "name": "Grand Central Investment Group, LLC", "name_as_filed": "GRAND CENTRAL INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/grand-central-investment-group-llc-tampa-fl-172537", "city": "Tampa", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107132, "name": "Highstreet Financial, LLC", "name_as_filed": "HIGHSTREET FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/highstreet-financial-llc-tampa-fl-107132", "city": "Tampa", "state": "FL", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334734, "name": "Houten Haley Financial LLC", "name_as_filed": "HOUTEN HALEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/houten-haley-financial-llc-st-petersburg-fl-334734", "city": "St. Petersburg", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106963, "name": "Howland and Associates, LLC", "name_as_filed": "HOWLAND AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/howland-and-associates-llc-st-petersburg-fl-106963", "city": "St Petersburg", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300418, "name": "Interest Financial, LLC", "name_as_filed": "INTEREST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/interest-financial-llc-tampa-fl-300418", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 330513, "name": "Kevin Investments", "name_as_filed": "KEVIN INVESTMENTS", "url": "https://advisorcensus.com/firm/kevin-investments-tampa-fl-330513", "city": "Tampa", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137277, "name": "Lighthouse Financial", "name_as_filed": "LIGHTHOUSE FINANCIAL", "url": "https://advisorcensus.com/firm/lighthouse-financial-saint-petersburg-fl-137277", "city": "Saint Petersburg", "state": "FL", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338949, "name": "Moorgate Capital Management", "name_as_filed": "MOORGATE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/moorgate-capital-management-dunedin-fl-338949", "city": "Dunedin", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336501, "name": "Mozella Asset Management", "name_as_filed": "MOZELLA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/mozella-asset-management-st-petersburg-fl-336501", "city": "St. Petersburg", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 305308, "name": "MTC Wealth Management", "name_as_filed": "MTC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mtc-wealth-management-tampa-fl-305308", "city": "Tampa", "state": "FL", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315152, "name": "Noble Family Wealth", "name_as_filed": "NOBLE FAMILY WEALTH", "url": "https://advisorcensus.com/firm/noble-family-wealth-clearwater-fl-315152", "city": "Clearwater", "state": "FL", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112970, "name": "Novak & Powell Financial Services, Inc.", "name_as_filed": "NOVAK & POWELL FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/novak-and-powell-financial-services-inc-st-petersburg-fl-112970", "city": "St. Petersburg", "state": "FL", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136619, "name": "Personal Asset Management", "name_as_filed": "PERSONAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/personal-asset-management-st-petersburg-fl-136619", "city": "St Petersburg", "state": "FL", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128560, "name": "Private Wealth Group, LLC", "name_as_filed": "PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/private-wealth-group-llc-tampa-fl-128560", "city": "Tampa", "state": "FL", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285862, "name": "Reynolds Capital Management, Inc.", "name_as_filed": "REYNOLDS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/reynolds-capital-management-inc-safety-harbor-fl-285862", "city": "Safety Harbor", "state": "FL", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338403, "name": "Roshan Private Wealth Management, LLC", "name_as_filed": "ROSHAN PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roshan-private-wealth-management-llc-palm-harbor-fl-338403", "city": "Palm Harbor", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128036, "name": "Rutherford Asset Planning, Inc.", "name_as_filed": "RUTHERFORD ASSET PLANNING, INC.", "url": "https://advisorcensus.com/firm/rutherford-asset-planning-inc-tampa-fl-128036", "city": "Tampa", "state": "FL", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339703, "name": "Shepherds of Capital", "name_as_filed": "SHEPHERDS OF CAPITAL", "url": "https://advisorcensus.com/firm/shepherds-of-capital-clearwater-fl-339703", "city": "Clearwater", "state": "FL", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311328, "name": "Southshore Financial Planning", "name_as_filed": "SOUTHSHORE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/southshore-financial-planning-tampa-fl-311328", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108552, "name": "The Herzfeld Group", "name_as_filed": "THE HERZFELD GROUP", "url": "https://advisorcensus.com/firm/the-herzfeld-group-largo-fl-108552", "city": "Largo", "state": "FL", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298570, "name": "The Tenret Company, LLC", "name_as_filed": "THE TENRET COMPANY, LLC", "url": "https://advisorcensus.com/firm/the-tenret-company-llc-tampa-fl-298570", "city": "Tampa", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333279, "name": "Three Oaks Partners Investment Counsel LLC", "name_as_filed": "THREE OAKS PARTNERS INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/three-oaks-partners-investment-counsel-llc-clearwater-fl-333279", "city": "Clearwater", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329417, "name": "Toring Financial Advisors, Inc.", "name_as_filed": "TORING FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/toring-financial-advisors-inc-palm-harbor-fl-329417", "city": "Palm Harbor", "state": "FL", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311564, "name": "U.S. Cherry LLC", "name_as_filed": "U.S. CHERRY LLC", "url": "https://advisorcensus.com/firm/u-s-cherry-llc-st-petersburg-fl-311564", "city": "St. Petersburg", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324120, "name": "Unify Financial Advisors", "name_as_filed": "UNIFY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/unify-financial-advisors-clearwater-fl-324120", "city": "Clearwater", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339710, "name": "Verdara PPP LLC", "name_as_filed": "VERDARA PPP LLC", "url": "https://advisorcensus.com/firm/verdara-ppp-llc-tampa-fl-339710", "city": "Tampa", "state": "FL", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343089, "name": "Vitesse One Wealth LLC", "name_as_filed": "VITESSE 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