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Financial advisors · Florida

Fee-only financial advisors in Boca Raton, FL

From SEC and state Form ADV filingsUpdated 2026-11-07

31 fee-only investment advisers have offices in Boca Raton, Florida, according to their Form ADV filings with the SEC and state regulators. 22 offer hourly or flat-fee arrangements, 9 charge only a percentage of the assets they manage, and 19 provide financial planning. 17 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 31 of 31

Alpha Zero LLC

2500 North Military Trail Suite 320, Boca Raton, FL 33431 · (561) 576-2599

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$270M
Individual clients
421
Advisory staff
10
Registered with
SEC

Profile · Website · SEC record

Noesis Capital Management Corp

Fountain Square, 2700 North Military Trail Suite 210, Boca Raton, FL 33431 · (561) 999-9888

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$877M
Individual clients
362
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Advise Financial

10055 Yamato Road, Suite 202, Boca Raton, FL 33498 · (561) 454-8284

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Subscription
  • Financial planning
Assets managed
$42M
Individual clients
216
Advisory staff
1
Registered with
CA, FL, NJ +

Profile · Website · SEC record

Boca Wealth Advisors

1515 S Federal Hwy Suite 306, Boca Raton, FL 33432 · (561) 391-4477

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$379M
Individual clients
153
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Semus Wealth Partners, LLC

150 E Palmetto Park Road Suite 800, Boca Raton, FL 33432 · (561) 465-7550

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$263M
Individual clients
147
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Reshape Wealth

1200 N Federal Highway Suite 300, Boca Raton, FL 33432 · (646) 626-7902

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$232M
Individual clients
127
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

QP Wealth Management, LLC

2700 N Military Trail Suite 240, Boca Raton, FL 33431 · (732) 526-2701

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$405M
Individual clients
115
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

CS Advisors Inc.

7999 N Federal Hwy Suite 101, Boca Raton, FL 33487 · (561) 241-9301

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$118M
Individual clients
97
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Red Reef Advisors LLC

150 E Palmetto Park RD Ste 800, Boca Raton, FL 33432 · (561) 400-3285

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$135M
Individual clients
87
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Fiduciary Family Office, LLC

150 East Palmetto Park Road Suite 301, Boca Raton, FL 33432 · (561) 353-4440

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$748M
Individual clients
46
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

RFM Investment Advisor

7777 Glades Road, Suite 217, Boca Raton, FL 33434 · (561) 451-9990

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$14M
Individual clients
44
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

JKM Wealth Management Inc

5550 Glades Road Suite 500, Boca Raton, FL 33431 · (561) 213-1399

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$45M
Individual clients
43
Advisory staff
1
Registered with
FL, NY

Profile · SEC record

Bfa Wealth Management

Boca Raton, FL (office address not published) · (774) 696-0305

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$15M
Individual clients
29
Advisory staff
1
Registered with
CA, FL, MA

Profile · Website · SEC record

Icebridge Financial Group

433 Plaza Real Suite 275, Boca Raton, FL 33432 · (561) 778-5060

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$70M
Individual clients
18
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Venturemfo LLC

2385 NW Executive Center DR. Suite 100, Boca Raton, FL 33431 · (561) 389-1587

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$66M
Individual clients
Under 5
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Imz Advisory Inc.

137 W. Royal Palm Road, Boca Raton, FL 33432 · (561) 368-2336

  • Percentage of assets
  • Fixed fee
Assets managed
$453M
Individual clients
372
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Syntax Research, Inc.

150 East Palmetto Park Road Suite 800, Boca Raton, FL 33432 · (855) 796-8296

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$203M
Individual clients
107
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Avalon

980 North Federal Highway #110, Boca Raton, FL 33432 · (866) 711-2836

  • Percentage of assets
  • Fixed fee
Assets managed
$31M
Individual clients
41
Advisory staff
1
Registered with
FL, LA

Profile · Website · SEC record

Walton Rahal Cpas PLLC

2101 NW Boca Raton Blvd Suite 5, Boca Raton, FL 33431 · (561) 395-6653

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$77M
Individual clients
40
Advisory staff
2
Registered with
FL

Profile · Website · SEC record

Gulfcrest Capital

433 Plaza Real Suite 275, Boca Raton, FL 33432 · (561) 945-3115

  • Percentage of assets
Assets managed
$2.2M
Individual clients
10
Advisory staff
2
Registered with
FL

Profile · Website · SEC record

Opal Capital LLC

1825 NW Corporate Blvd. Suite 200, Boca Raton, FL 33431 · (917) 716-6257

  • Percentage of assets
Assets managed
$348M
Individual clients
2
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

TSL Investment Management, LLC

Boca Raton, FL (office address not published) · (561) 289-1377

  • Percentage of assets
Assets managed
$36M
Individual clients
12
Advisory staff
1
Registered with
FL

Profile · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Boca Raton

Another 41 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Boca Raton?

Form ADV records how firms charge, not what they charge. Of the 31 firms listed here, 22 offer hourly or flat fees and 31 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Boca Raton advisers selected?

Every registered investment adviser with an office in Boca Raton that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.