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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
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.
Lake Mary
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below 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
32
years of experience.
NOTE: The list of vetted financial
advisors in
Lake Mary,
Florida
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Steven Hartman
AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 |
32 Years | $120,000,000 | $500,000 | Fee-Based |
|
McDonough Capital Management
CFP® MCDONOUGH CAPITAL MANAGEMENT 6000 Turkey Lake Rd, Ste 212, Orlando, FL 32819 |
33 Years | Not Specified | $500,000 | Not Specified |
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
549 North Wymore Road,
Suite 208,
Maitland,
FL
32751
Phone Number
321-280-9081
Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015. Prior to his association with J.W. Cole, Mr. Hartman was registered with SWS Financial, Bank of America Private Client Group and Chubb Securities. Mr. Hartman holds a Series 7-General Securities License, and has successfully completed the Series 63-Uniform Securities Agent Law Exam and the Series 65-Uniform Investment Advisor Law Exam. He is currently licensed in 12 states. In addition, he has the Life and Health Insurance and Variable Annuities license through the State of Florida. FINRA and the State of Florida have continuing education requirements in order to maintain these licenses. He graduated from the University of Central Florida (B.S.B.A - Finance) and the Graduate School of Bank Management at the University of Virginia. He has been active in the Lambda Chi Alpha Alumni Association, the UCF Golden Knights Club, and his neighborhood homeowner association and Board of Directors. Although living in Central Florida for nearly all his life, Mr. Hartman is an avid Pittsburgh Steelers fan, since being born there. In his spare time, he enjoys traveling, golf, tennis and boating, and his two children and four grandchildren. Having been licensed for over 30 years, Mr. Hartman has witnessed and experienced a vast array of economic conditions and scenarios, as well as a diverse group of clients with their various goals and objectives. It is these experiences and knowledge, coupled with the technology and opportunities in today's marketplace offered thru Privada Wealth Management and J.W. Cole Financial, that make him uniquely qualified to assist his clients with their financial lives.
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
Firm CRD# 314989
Compensation/Fee Based on Assets
Office Location
6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
Phone Number
407-248-9647
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 50 | 78 | $29,226,717,684 | A percentage of AUM, Fixed fees
|
|
| 50 | 399 | $13,026,941,351 | A percentage of AUM, Fixed fees
|
|
| 30 | 81 | $4,716,986,003 | A percentage of AUM, Fixed fees
|
|
| 15 | 994 | $2,357,295,190 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 9 | 3146 | $805,887,008 | A percentage of AUM, Hourly charges
|
|
| 14 | 1500 | $450,829,910 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1653 | $355,869,568 | A percentage of AUM, Performance Based
|
|
| 3 | 541 | $114,832,016 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 0 | $0 | A percentage of AUM, Hourly charges, Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.)
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 255 Primera Boulevard, Suite 160, Lake Mary, FL 32746 | 407-698-3418 | |
| 600 Rinehart Rd, Suite 2100, Lake Mary, FL 32746 | 407-878-3603 | |
| 1525 International Pkwy, Ste 4001, Lake Mary, FL 32746 | 407-915-6562 | |
| 1525 International Pkwy, Ste 4001, Lake Mary, FL 32746 | 407-915-6562 | |
| 1540 International Pkwy, Ste 2000, Lake Mary, FL 32746 | 321-275-5922 | |
| 250 International Parkway, Suite 146, Lake Mary, FL 32746 | 407-478-1599 | |
| 1540 International Parkway, Suite 2000, Lake Mary, FL 32746 | 407-322-2555 | |
| 801 International Parkway, Suite 500-Cl, Lake Mary, FL 32746 | 240-654-5856 | |
| 3248 West Lake Mary Blvd, Suite 1210, Lake Mary, FL 32746 | 407-324-1554 | |
| 142 W Lakeview Avenue, Suite 2000, Lake Mary, FL 32746 | 407-302-1508 |
Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<
The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.
When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.
Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.
