Fee-OnlyFinder

Flat / fixed fees in Miami, FL

76 advisers in Miami offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 76

Acp Capital Management, LLC1200 Brickell Avenue, Suite 1700 · Miami, FL 33131 · (305) 670-4180 · Flat / fixed feesCRD 138556 · % of assets, Fixed fees, Performance-based fees · $360.3 million AUMSEC registeredNo commissions reportedAliya Capital Partners LLC1450 Brickell Ave, Suite 2600 · Miami, FL 33131 · (305) 831-4999 · Financial planningCRD 305988 · % of assets, Fixed fees, Performance-based fees · $5.3 billion AUMSEC registeredNo commissions reportedAllaria Asset Management, LLC1110 Brickell Avenue, Suite 603 · Miami, FL 33131 · (786) 686-5400 · Hourly feesCRD 287513 · % of assets, Hourly charges, Fixed fees · $179.6 million AUMSEC registeredNo commissions reportedAllie Family Office LLC1200 Brickell Avenue, Suite 800 · Miami, FL 33131 · (786) 635-7162 · Flat / fixed feesCRD 307144 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAlthum Advisors LLC1441 Brickell Av. Suite 1016 · Miami, FL 33131 · (305) 456-7645 · Flat / fixed feesCRD 315952 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedAmida Wealth Advisors, LLC218 Nw 24th Street · Miami, FL 33127 · (305) 809-0790 · Financial planningCRD 319227 · % of assets, Fixed fees · $53.9 million AUMState registeredNo commissions reportedAndbanc Advisory LLC201 S. Biscayne Blvd., Suite 1100 · Miami, FL 33131 · (305) 702-0601 · Hourly feesCRD 150463 · % of assets, Hourly charges, Fixed fees · $806.5 million AUMSEC registeredNo commissions reportedAsg Capital150 Se 2nd Avenue, Suite 704 · Miami, FL 33131 · (305) 760-6531 · Flat / fixed feesCRD 149013 · % of assets, Fixed fees, Performance-based fees · $75.0 million AUMState registeredNo commissions reportedAzimut Investment Advisors LLC1450 Brickell Ave, Suite 2610 · Miami, FL 33131 · (786) 866-3700 · Hourly feesCRD 134626 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedBarnett Capital Advisors LLC444 Brickell Ave, Suite 820 · Miami, FL 33131 · (305) 328-8538 · Financial planningCRD 159113 · % of assets, Hourly charges, Fixed fees · $161.1 million AUMSEC registeredNo commissions reported
Bci Securities, INC.1450 Brickell Avenue, Suite 2850 · Miami, FL 33131 · (305) 929-5500 · Flat / fixed feesCRD 168047 · % of assets, Fixed fees · $402.2 million AUMSEC registeredNo commissions reportedBrasil Plural Investment Advisor LLC2601 S. Bayshore Drive, Suite 1200 · Miami, FL 33133 · (305) 860-0070 · Flat / fixed feesCRD 288563 · % of assets, Fixed fees · $201.6 million AUMSEC registeredNo commissions reportedBrazil Advisors LLC777 Brickell Ave, 5th Floor · Miami, FL 33131 · (786) 623-6334 · Flat / fixed feesCRD 333952 · % of assets, Fixed fees, Performance-based fees · $11.3 million AUMState registeredNo commissions reportedBrice Financial Advisors INC2000 N Bayshore Dr Ste 210 · Miami, FL 33137 · (561) 536-8187 · Flat / fixed feesCRD 326528 · % of assets, Fixed fees · $2.3 million AUMState registeredNo commissions reportedBrickell Financial Group LLC848 Brickell Avenue, Ph 5 · Miami, FL 33131 · (305) 602-2402 · Financial planningCRD 283974 · % of assets, Hourly charges, Fixed fees · $18.0 million AUMState registeredNo commissions reportedBull Market Investment Management, INC.175 Sw 7th Street, Suite 1616 · Miami, FL 33130 · (561) 757-2322 · Flat / fixed feesCRD 288871 · % of assets, Fixed fees, Performance-based fees · $32.3 million AUMState registeredNo commissions reportedBulltick Wealth Management, LLC333 Se 2nd Ave, Suite 3950 · Miami, FL 33131 · (305) 533-1541 · Financial planningCRD 141588 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedCamerondowning, INC.101 Nw 8th St., Suite 200 · Miami, FL 33136 · (305) 564-3794 · Financial planningCRD 172258 · % of assets, Hourly charges, Fixed fees · $40.5 million AUMState registeredNo commissions reportedCampos Financial8950 Sw 74th Court, Suite 2201 #B6 · Miami, FL 33156 · (305) 874-7480 · Financial planningCRD 304860 · % of assets, Hourly charges, Fixed fees · $4.9 million AUMState registeredNo commissions reportedCela Wealth Management8950 Sw 74th Court, Suite 2213 · Miami, FL 33156 · (305) 667-8123 · Financial planningCRD 148040 · % of assets, Fixed fees · $65.0 million AUMState registeredNo commissions reportedCentrica Wealth Management1200 Brickell Avenue, Suite 1700b · Miami, FL 33131 · (305) 686-7910 · Financial planningCRD 335042 · % of assets, Fixed fees · $627.4 million AUMSEC registeredNo commissions reportedChronos Capital Advisors LLC1000 Brickell Avenue, Suite 560 · Miami, FL 33131 · (786) 703-4996 · Flat / fixed feesCRD 283639 · % of assets, Fixed fees · $181.1 million AUMSEC registeredNo commissions reportedClout Capital78 Sw 7th St, Floor 7 Suite 7154 · Miami, FL 33130 · (561) 931-8430 · Financial planningCRD 327315 · % of assets, Fixed fees · $105.0 million AUMSEC registeredNo commissions reportedCompass Group Investments Solutions LLC1441 Brickell Avenue, Suite 1430 · Miami, FL 33131 · (305) 358-7052 · Flat / fixed feesCRD 305680 · % of assets, Fixed fees, Other · $526.8 million AUMSEC registeredNo commissions reportedCoral Wealth Management, LLC20801 Biscayne Blvd., Suite 403 · Miami, FL 33180 · (305) 671-3914 · Financial planningCRD 307117 · % of assets, Hourly charges, Fixed fees · $124.3 million AUMSEC registeredNo commissions reportedCorient830 Brickell Plaza, Suite 4800 · Miami, FL 33131 · (305) 735-2020 · Financial planningCRD 319448 · % of assets, Hourly charges, Fixed fees · $165.3 billion AUMSEC registeredNo commissions reportedCorrales & CO.1200 Brickell Ave, Suite 220 · Miami, FL 33131 · (239) 421-5359 · Financial planningCRD 332189 · % of assets, Fixed fees · $174.2 million AUMSEC registeredNo commissions reportedCreand Management777 Brickell Avenue, Suite 1201 · Miami, FL 33131 · (305) 358-8844 · Financial planningCRD 154894 · % of assets, Hourly charges, Fixed fees · $506.6 million AUMSEC registeredNo commissions reportedDaba Advisors LLC1000 Brickell Ave, Ste 715 Pmb 1469 · Miami, FL 33131 · (855) 400-3222 · Flat / fixed feesCRD 319371 · % of assets, Subscription fees, Fixed fees · $228,411 AUMSEC registeredNo commissions reportedDara Capital US, INC.1395 Brickell Ave, Suite 800 · Miami, FL 33131 · (646) 779-9760 · Flat / fixed feesCRD 153544 · % of assets, Fixed fees, Performance-based fees · $563.1 million AUMSEC registeredNo commissions reportedDowntown Wealth Studios, LLC218 Northwest 24th St. · Miami, FL 33127 · (888) 240-2737 · Financial planningCRD 325213 · % of assets, Fixed fees · $563.5 million AUMSEC registeredNo commissions reportedEfg Private Wealth Management (Americas) Corp.701 Brickell Avenue, Suite 1310 · Miami, FL 33131 · (305) 482-8000 · Flat / fixed feesCRD 158905 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedEl Menudo Cuenta LLC600 Ne 36 St, Unit 1505 · Miami, FL 33137 · (786) 206-6036 · Flat / fixed feesCRD 328439 · Fixed fees · $3,600 AUMSEC registeredNo commissions reportedElement Pointe Family Office333 Se 2nd Ave, Suite 2520 · Miami, FL 33131 · (786) 655-9790 · Financial planningCRD 282750 · % of assets, Fixed fees, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedEm Financial Services, LLC13500 Sw 88th St., Suite 287 · Miami, FL 33186 · (305) 509-8462 · Financial planningCRD 337368 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedFinaccess Advisors LLC1111 Brickell Avenue, Suite 2600 · Miami, FL 33131 · (305) 377-1112 · Financial planningCRD 150697 · % of assets, Fixed fees, Other · $4.1 billion AUMSEC registeredNo commissions reportedFivenca Asset Management1221 Brickell Ave, Suite 900 · Miami, FL 33131 · (646) 348-0896 · Hourly feesCRD 288527 · % of assets, Hourly charges, Fixed fees · $52.4 million AUMState registeredNo commissions reportedFounders Family Office98 Se 7th St, Suite 620 · Miami, FL 33131 · (305) 650-2997 · Flat / fixed feesCRD 315653 · % of assets, Fixed fees, Other · $1.1 billion AUMSEC registeredNo commissions reportedGalapagos Advisory LLC201 S Biscayne Blvd, Suite 1220 · Miami, FL 33131 · (305) 515-5878 · Financial planningCRD 322042 · % of assets, Fixed fees · $395.7 million AUMSEC registeredNo commissions reportedGentrust1450 Brickell Avenue, Suite 3050 · Miami, FL 33131 · (305) 677-6688 · Financial planningCRD 158369 · % of assets, Fixed fees, Performance-based fees · $5.2 billion AUMSEC registeredNo commissions reportedGfg Capital701 Brickell Avenue, Suite 1400 · Miami, FL 33131 · (305) 810-6500 · Hourly feesCRD 128059 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedGlobal Kandor Advisors, LLC3350 Virginia Street, Second Floor · Miami, FL 33133 · (786) 558-0391 · Financial planningCRD 308452 · % of assets, Fixed fees · $483.3 million AUMSEC registeredNo commissions reportedGreenwood Family Advisors LLC1395 Brickell Ave, Suite 800 · Miami, FL 33131 · (305) 648-6405 · Flat / fixed feesCRD 304820 · % of assets, Fixed fees, Other · $327.1 million AUMSEC registeredNo commissions reportedGuerra Wealth Advisors6401 Sw 87 Avenue, Suite 119 · Miami, FL 33173 · (305) 448-1011 · Financial planningCRD 282409 · % of assets, Hourly charges, Fixed fees · $406.2 million AUMSEC registeredNo commissions reportedHighrise Wealth Management9495 Sw 72 St., Unit 270b · Miami, FL 33173 · (786) 370-6125 · Financial planningCRD 316327 · % of assets, Fixed fees · $17.6 million AUMState registeredNo commissions reportedHollander Asset Management LLC701 Brickell Ave, Suite 1550 · Miami, FL 33131 · (305) 579-9255 · Flat / fixed feesCRD 150343 · % of assets, Fixed fees, Performance-based fees · $419.7 million AUMSEC registeredNo commissions reportedInsigneo Advisory Services, LLC1221 Brickell Avenue, 27th Floor · Miami, FL 33131 · (305) 373-9000 · Flat / fixed feesCRD 282589 · % of assets, Fixed fees, Other · $5.2 billion AUMSEC registeredNo commissions reportedKey Capital Advisors, INC.1000 Brickell Avenue, Suite 315 · Miami, FL 33131 · (305) 302-0919 · Flat / fixed feesCRD 113541 · % of assets, Fixed fees, Other · $69.6 million AUMState registeredNo commissions reportedL&s Investment Advisors, LLC2601 S. Bayshore Dr., Suite 1200 · Miami, FL 33133 · (786) 241-7000 · Flat / fixed feesCRD 285002 · % of assets, Fixed fees, Other · $231.4 million AUMSEC registeredNo commissions reportedLarch Capital Partners LLC201 S. Biscayne Boulevard, Suite 900 · Miami, FL 33131 · (786) 677-4120 · Flat / fixed feesCRD 307653 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedLifeinvest Wealth Management, LTD1110 Brickell Avenue, Suite 210-A · Miami, FL 33131 · (786) 523-0500 · Flat / fixed feesCRD 146966 · % of assets, Fixed fees, Other · $300.5 million AUMSEC registeredNo commissions reportedLongman Wealthcare Management, LLC11098 Biscayne Boulevard, Suite 304 · Miami, FL 33161 · (305) 892-8598 · Financial planningCRD 110555 · % of assets, Hourly charges, Fixed fees · $78.6 million AUMState registeredNo commissions reportedMaceratio LLC800 Brickell Ave. Ste.1111 · Miami, FL 33131 · (305) 398-9010 · Flat / fixed feesCRD 304078 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedMmbg Investment Advisors CO.1221 Brickell Avenue, 1221 Brickell Building, Suite 1030 · Miami, FL 33131 · (305) 374-0704 · Financial planningCRD 285263 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedMori Huston Partners1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 856-9304 · Hourly feesCRD 151260 · % of assets, Hourly charges, Fixed fees · $241.6 million AUMSEC registeredNo commissions reportedNoctua International Wmg, LLC2011 S Miami Ave · Miami, FL 33129 · (786) 220-0330 · Flat / fixed feesCRD 151170 · % of assets, Fixed fees, Performance-based fees · $474.5 million AUMSEC registeredNo commissions reportedNuma1200 Brickell Avenue, Suite 1950 · Miami, FL 33131 · (786) 315-4824 · Flat / fixed feesCRD 164602 · % of assets, Fixed fees, Other · $192.7 million AUMSEC registeredNo commissions reportedOctogone Na1395 Brickell Avenue, Suite 1180 · Miami, FL 33131 · (305) 677-9559 · Financial planningCRD 322478 · % of assets, Fixed fees, Performance-based fees · $469.7 million AUMSEC registeredNo commissions reportedPinetree Advisors Corp.2420 Ne Miami Gardens Drive, Suite 203 · Miami, FL 33180 · (305) 510-8772 · Flat / fixed feesCRD 299275 · % of assets, Fixed fees, Other · $120.0 million AUMSEC registeredNo commissions reportedPowell Investment Advisors, LLC3444 Main Highway, Second Floor · Miami, FL 33133 · (786) 470-3480 · Flat / fixed feesCRD 160333 · % of assets, Fixed fees, Performance-based fees · $648.0 million AUMSEC registeredNo commissions reportedRc Private Wealth, LLC9350 South Dixie Highway, Suite 1250 · Miami, FL 33156 · (786) 574-2367 · Financial planningCRD 329301 · % of assets, Hourly charges, Fixed fees · $1.2 million AUMState registeredNo commissions reportedSaaga1221 Brickell Avenue, Suite 2410 · Miami, FL 33131 · (786) 940-3505 · Flat / fixed feesCRD 327015 · % of assets, Fixed fees · $717.5 million AUMSEC registeredNo commissions reportedSanctuary Advisors, LLC1450 Brickell Avenue, Suite 2120 · Miami, FL 33131 · (317) 975-7729 · Financial planningCRD 226606 · % of assets, Hourly charges, Fixed fees · $34.9 billion AUMSEC registeredNo commissions reportedSancus Wealth Management LLC2000 South Dixie Highway, Suite 110 · Miami, FL 33133 · (908) 499-1286 · Financial planningCRD 313226 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedSaul Wealth Advisors, LLC700 Ne 26th Terrace, Unit 3203 · Miami, FL 33137 · (212) 457-1990 · Financial planningCRD 337371 · % of assets, Hourly charges, Fixed fees · $201.5 million AUMSEC registeredNo commissions reportedSierra Capital LLC600 Brickell Avenue, Ste. 2020 · Miami, FL 33131 · (212) 867-3533 · Financial planningCRD 110129 · % of assets, Fixed fees, Performance-based fees · $1.6 billion AUMSEC registeredNo commissions reportedSollinda Capital Management LLC1111 Brickell Ave, 10th Floor, Suite 68 · Miami, FL 33131 · (844) 662-1211 · Financial planningCRD 321742 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedStonex International Advisors INC1221 Brickell Avenue, Suite 200 · Miami, FL 33131 · (305) 377-8008 · Financial planningCRD 153799 · % of assets, Hourly charges, Fixed fees · $106.7 million AUMSEC registeredNo commissions reportedThe Atlas Financial Group3050 Biscayne Boulevard, Suite 501 · Miami, FL 33137 · (786) 233-6233 · Financial planningCRD 306849 · % of assets, Hourly charges, Fixed fees · $174.9 million AUMSEC registeredNo commissions reportedTiempo Capital Partners2665 S Bayshore Drive, Suite 440 · Miami, FL 33133 · (786) 885-2120 · Flat / fixed feesCRD 329367 · % of assets, Fixed fees, Performance-based fees · $911.0 million AUMSEC registeredNo commissions reportedTudor Advisors LLC601 Brickell Key Drive, Suite 700 · Miami, FL 33131 · (786) 257-2764 · Flat / fixed feesCRD 297885 · % of assets, Fixed fees · $31.9 million AUMState registeredNo commissions reportedUyana Partners LLC1450 Brickell Avenue, Suite 2130 · Miami, FL 33131 · (786) 238-4314 · Flat / fixed feesCRD 300280 · % of assets, Fixed fees · $115.0 million AUMSEC registeredNo commissions reportedValor Advisors LLC1441 Brickell Avenue, Suite 1500 · Miami, FL 33131 · (305) 424-1432 · Flat / fixed feesCRD 171358 · % of assets, Fixed fees, Performance-based fees · $4.0 billion AUMSEC registeredNo commissions reportedVeltria Advisors Corp.801 Brickell Ave, Suite 2320 · Miami, FL 33131 · (305) 318-7172 · Financial planningCRD 189514 · % of assets, Fixed fees · $113.2 million AUMSEC registeredNo commissions reportedWlt Partners1395 Brickell Avenue, Suite 800 · Miami, FL 33131 · (305) 200-8877 · Flat / fixed feesCRD 339994 · % of assets, Fixed fees, Other · $104.3 million AUMSEC registeredNo commissions reportedZink Wealth Solutions LLC2937 Sw 27th Ave, Suite 303 · Miami, FL 33133 · (305) 753-4115 · Flat / fixed feesCRD 319554 · % of assets, Fixed fees · $38.4 million AUMState registeredNo commissions reported