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Financial advisors · Florida

Fee-only financial advisors in West Palm Beach, FL

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

21 fee-only investment advisers have offices in West Palm Beach, Florida, according to their Form ADV filings with the SEC and state regulators. 17 offer hourly or flat-fee arrangements, 4 charge only a percentage of the assets they manage, and 15 provide financial planning. 13 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are 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 21 of 21

Facet

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 · (443) 376-6222

  • Fixed fee
  • Financial planning
Assets managed
$8.7B
Individual clients
16,053
Advisory staff
89
Registered with
SEC

Profile · Website · SEC record

Ibex Wealth Advisors, LLC

500 S. Australian Ave. Suite 600, West Palm Beach, FL 33401 · (908) 849-4800

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$1.3B
Individual clients
869
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Blue Ocean Capital

501 South Flagler Drive Suite 220, West Palm Beach, FL 33401 · (561) 659-3301

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$619M
Individual clients
148
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Carl Domino Inc.

220 Quadrille Blvd. Ste. 220, West Palm Beach, FL 33401 · (561) 833-2882

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$67M
Individual clients
54
Advisory staff
2
Registered with
FL

Profile · Website · SEC record

Isgam US LLC

222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 · (305) 209-9559

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$66M
Individual clients
51
Advisory staff
3
Registered with
FL, LA

Profile · Website · SEC record

Affiliated Private Investors LLC

4512 N. Flagler Drive Suite 201, West Palm Beach, FL 33407 · (561) 318-8710

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$534M
Individual clients
27
Advisory staff
2
Registered with
SEC

Profile · SEC record

Blue Marlin Advisors, LLC

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 · (407) 498-5778

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$5.7M
Individual clients
19
Advisory staff
2
Registered with
AL, CA, FL

Profile · Website · SEC record

Plan Ahead Advisors

2101 Vista Parkway Suite 132, West Palm Beach, FL 33411 · (561) 686-2252

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$7.1M
Individual clients
5
Advisory staff
1
Registered with
FL

Profile · SEC record

West Pine 43 LLC

515 North Flagler Drive Suite 350, West Palm Beach, FL 33401 · (212) 970-0043

  • Percentage of assets
Assets managed
$26M
Individual clients
47
Advisory staff
1
Registered with
FL, NY

Profile · Website · SEC record

Harbor Advisors

1400 Centrepark Blvd Suite 950, West Palm Beach, FL 33401 · (561) 459-2946

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$852M
Individual clients
2
Advisory staff
1
Registered with
SEC

Profile · SEC record

Paulson Wealth Management Inc.

222 Lakeview Ave Suite 800, West Palm Beach, FL 33401 · (407) 957-0074

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$559M
Individual clients
379
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

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

Mar Wealth Management Services, LLC

500 Australian Avenue South Suite 600, West Palm Beach, FL 33401 · (800) 708-6285

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$125M
Individual clients
46
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

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

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Fee-only advisers near West Palm Beach

Another 59 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 West Palm Beach?

Form ADV records how firms charge, not what they charge. Of the 21 firms listed here, 17 offer hourly or flat fees and 20 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 West Palm Beach advisers selected?

Every registered investment adviser with an office in West Palm Beach 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.