Find Top Financial Advisors in Maitland, Florida

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 Maitland, Florida

Last Updated - 02-Jun-2023

Maitland has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These financial advisors in Maitland , Florida have an average of 33 years of experience.

NOTE: The list of vetted financial advisors in Maitland , 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 Maitland, Florida.

Qualified Financial Advisors in Maitland, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
Anthony DeLuca
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $0 $250,000 Fee-Based
McDonough Capital Management
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Years Not Specified $500,000 Not Specified

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Information on Qualified Financial Advisors in Maitland, Florida

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,
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.

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 Firm CRD# 314989

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

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

About McDonough Capital Management

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1060 Maitland Center Commons, Suite 360, Maitland, FL 32751
8 99 $3,868,052,294
A percentage of AUM, Hourly charges, Fixed fees, Other (VALUE OF PLAN ASSETS)
1055 Maitland Center Commons, Maitland, FL 32751
24 1 $2,031,012,165
A percentage of AUM
698 North Maitland Avenue, Suite 101, Maitland, FL 32751
8 2026 $246,652,986
A percentage of AUM, Hourly charges, Fixed fees
543 N. Wymore Rd., Suite 104, Maitland, FL 32751
5 405 $236,367,581
A percentage of AUM, Hourly charges, Fixed fees
698 N. Maitland Avenue, Suite 201, Maitland, FL 32751
12 829 $212,237,614
A percentage of AUM, Hourly charges
557 N. Wymore Road, Suite 201, Maitland, FL 32751
3 370 $203,001,126
A percentage of AUM, Hourly charges, Fixed fees
698 N. Maitland Avenue, Suite 102, Maitland, FL 32751
5 382 $169,768,251
A percentage of AUM, Hourly charges, Fixed fees
557 N. Wymore Road, Suite 201, Maitland, FL 32751
6 833 $161,243,565
A percentage of AUM, Fixed fees
190 Independence Lane, Suite 2d, Maitland, FL 32751
2 1 $98,766,731
A percentage of AUM

    List of Additional Advisors in Maitland, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    217 S Swoope Ave, Maitland, FL  32751 407-849-1123
    217 S Swoope Ave, Maitland, FL  32751 407-849-1123
    495 N Keller Rd, Ste 150, Maitland, FL  32751 321-689-3349
    1390 Hope Road, Suite 200, Maitland, FL  32751 407-628-8130
    485 North Keller Road, Suite 444, Maitland, FL  32751 321-203-4458
    1060 Maitland Center Commons, Suite 360, Maitland, FL  32751 407-661-1225
    2600 Maitland Center Parkway, Suite 340, Maitland, FL  32751 407-663-5020
    2208 Flager Promenade Way, Apt 402, Maitland, FL  32751 240-654-5856
    301 S. Orlando Ave, 2nd Floor, Maitland, FL  32751 321-663-0548
    217 S Swoope Ave, Maitland, FL  32751 407-849-1123

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?