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Find Top Financial Advisors in Lake Mary, Florida

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lake Mary, Florida
Last Updated - 18-Mar-2023

Lake Mary has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 11 non-vetted advisors in your local area. These financial advisors in Lake Mary, Florida have an average of 24 years of experience.

NOTE: The list of financial advisors in Lake Mary, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Lake Mary, Florida.

Qualified Financial Advisors in Lake Mary, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Rey Descalso
AAMS®, AIF®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Anthony DeLuca
CFP®
DELTA ADVISORY GROUP, INC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
McDonough Capital Management
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Lake Mary

Qualifications CRD# 4906080
Firm CRD# 124583
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 549 North Wymore Road,
Maitland,
FL
32751
Phone Number 321-280-9081

In May of 2010, Rey Descalso left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. He feels his experience in 2008 was a defining moment that guides him to this day: As an industry, we were not well-prepared for the credit crisis on many levels. We did not have appropriate risk management in place for the needs of many clients. This went beyond the pure numbers and drawdowns. We were not well-equipped to handle the emotional hardship many clients faced when everyone thought the financial world was crashing down around them. So, educating clients about risk management has become one of my most important priorities. Mr. Descalso has lived in the Central Florida area for most his life and attended Forest Lake Academy in Apopka. He received a Bachelors Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. He and Rebecca, his wife of over 20 years, have a mischievous daughter, Olivia. All three of them enjoy Disney cruises and time at the beach.

About Privada Wealth Management

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 7208553
Firm CRD# 128350
Series 7, 24, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 698 N Maitland Avenue Suite 201,
Maitland,
FL
32751
Phone Number 407-422-2423

Anthony DeLuca is a Certified Financial Planner Professional and Partner with Delta Advisory Group, Inc., a Registered Investment Advisor located in Maitland, FL. He currently manages client assets totaling over $170 million. He is also an integral part of Delta's 401(k) team and an active part of the education and retention of 401(k) participants. Graduating Summa Cum Laude, he earned both a Geoscience degree and a Geographical Information Systems certificate at Florida Atlantic University while playing Division 1 College Football for three years. Anthony made his transition into the Financial Services Industry after spending the first part of his career in the world of Civil Engineering. He has also held several security licenses including the Series 65 - National RIA, the Series 7- General Securities Representative, the Health, Life, and Variable Annuity License as well as the General Securities Principal License - Series 24. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony enjoys many outreach programs. He is a proud member of The Seminole County Leadership Program - Class 32. He is also heavily involved with foster children who have phased out of the foster care system. He currently works with The Villages, and IMPOWER program. In his free time, he is an avid sports fan, competing in tennis, hockey, and lacrosse. He is also passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Advisory Group, Inc.

The company provides services to individuals, trusts and qualified retirement plans. The firm's objective is to assist you in reaching your long-term financial goals. In investing, as in tailoring, there's no such thing as one size fits all. The most important thing we do is tailor your finances to your individual investment needs and risk tolerances. Only after defining the end needs can we truly map out a plan to get you there. The common stitch among our clients is their desire for peace of mind concerning their investments. They are all looking for a long-term relationship upon which to build the financial foundation of their life. They are looking for a relationship with a firm that can give them objective and unbiased investment consulting. Our goal is to help the investor decipher the best way to achieve their long-term financial goals. For some investors, their goals may be surrounded by maximum returns in a long-term time frame. For others, it may be a steady flow of income or a simple reduction in risk. Our services add value. Developing long-term financial goals and adhering to a well defined investment discipline is the most reliable way in which to meet our goals. Believe it or not, most individuals, regardless of wealth, have a great deal of anxiety about their finances. When you hire Delta Capital Management, you hire a group of individuals with broad credentials and market experience who believe in a long-term disciplined investment approach. We help you develop a plan. We instill a discipline to your investing. We help you reach your long-term financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 1701165

Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets


Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number 407-248-9647

About McDonough Capital Management

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Lake Mary, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
NEWPORT GROUP SECURITIES, INC.
300 Primera Blvd. , Suite 200,
Lake Mary, FL 32746
$29,226,717,684 78 A percentage of AUM
Fixed fees
NEWPORT GROUP CONSULTING, LLC
300 Primera Blvd. , Suite 200,
Lake Mary, FL 32746
$13,026,941,351 399 A percentage of AUM
Fixed fees
CAPACUITY LLC
300 International Parkway , Suite 350,
Lake Mary, FL 32746
$4,716,986,003 81 A percentage of AUM
Fixed fees
ADVUS FINANCIAL PARTNERS, LLC
1525 International Parkway , Suite 2071,
Lake Mary, FL 32746
$2,357,295,190 994 A percentage of AUM
Hourly charges
Fixed fees
JACKSON WEALTH MANAGEMENT, LLC
755 Primera Blvd , Suite 1001,
Lake Mary, FL 32746
$805,887,008 3146 A percentage of AUM
Hourly charges
COLLABORATIVE WEALTH
972 International Parkway,
Lake Mary, FL 32746
$450,829,910 1500 A percentage of AUM
Hourly charges
Fixed fees
SHARIAPORTFOLIO, INC.
1331 S. International Parkway , Suite 2291,
Lake Mary, FL 32746
$355,869,568 1653 A percentage of AUM
Performance Based
KAIROS PRIVATE WEALTH, INC.
801 International Pkwy, , Suite 500,
Lake Mary, FL 32746
$114,832,016 541 A percentage of AUM
Hourly charges
Fixed fees
ROBO ADVISOR, INC.
255 Primera Boulevard , Suite 160,
Lake Mary, FL 32746-2168
$0 0 A percentage of AUM
Hourly charges
Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.)

    List of Additional Advisors in Lake Mary, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    ABL Financial
    Inquire with ABL
    255 Primera Boulevard, Suite 160, Lake Mary, FL  32746 407-698-3418
    Anchor Financial
    Inquire with Anchor
    600 Rinehart Rd, Suite 2100, Lake Mary, FL  32746 850-230-2323
    Wade S Eshelman
    Inquire with Wade
    1525 International Pkwy, Ste 4001, Lake Mary, FL  32746 407-915-6562
    James H Eshelman
    Inquire with James
    1525 International Pkwy, Ste 4001, Lake Mary, FL  32746 407-915-6562
    Scheirer Wealth Management
    Inquire with Scheirer
    1540 International Pkwy, Ste 2000, Lake Mary, FL  32746 321-275-5922
    The Hidden Wealth Solution
    Inquire with Hidden
    250 International Parkway, Suite 146, Lake Mary, FL  32746 407-478-1599
    Safe Money Solutions
    Inquire with Safe
    1540 International Parkway, Suite 2000, Lake Mary, FL  32746 407-322-2555
    Carl Logan
    Inquire with Carl
    801 International Parkway, Suite 500-Cl, Lake Mary, FL  32746 240-654-5856
    Edward Jones
    Inquire with Edward
    3248 West Lake Mary Blvd, Suite 1210, Lake Mary, FL  32746 407-324-1554
    Edward Jones
    Inquire with Edward
    142 W Lakeview Avenue, Suite 2000, Lake Mary, FL  32746 407-302-1508
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