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Find Top Financial Advisors in Melbourne, 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 Melbourne, Florida
Last Updated - 26-Sep-2022

Melbourne has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 58 non-vetted advisors in your local area. These financial advisors in Melbourne, Florida have an average of 24 years of experience.

NOTE: The list of financial advisors in Melbourne, 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 Melbourne, Florida.

Qualified Financial Advisors in Melbourne, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
McDonough Capital Management
CFP®
MCDONOUGH CAPITAL MANAGEMENT
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
33 Not Specified Not Specified Not Specified
Rey Descalso
AAMS®, AIF®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Richard Reyes
CFP®
WEALTH AND BUSINESS PLANNING GROUP, LLC
125 S. Swoope Ave,
Suite 109,
Maitland, FL 32751
21 Not Specified 100000 Fee-Based
Anthony DeLuca
DELTA CAPITAL MANAGEMENT, LLC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
D. Michael Burleigh
PEAK CAPITAL MANAGEMENT
750 SE Indian Street,
Stuart, FL 34997
30 Not Specified $250,000.00 Fee-Based

Information on Qualified Financial Advisors in Melbourne

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


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# 3084281
Firm CRD# 146151
Series 6, 63, 65

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


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL
32751
Phone Number 407-622-6669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


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 Senior Financial Advisor and Client Relationship Manager for Delta Capital Management, LLC, a Registered Investment Advisor located in Maitland, FL. 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 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. He is now furthering his studies as he pursues the CFP Designation. Anthony' s favorite part of his day is developing lasting relationships with clients and helping those clients reach their long-term financial goals. He currently manages client assets totally 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. His charismatic personality and passionate approach will show true as he connects and grows with each individual client. Outside of the office, Anthony is an avid sports fan and competes in both tennis and lacrosse. He also is passionate about his writing projects which he works on while spending time with his adopted Doberman, Rebel.

About Delta Capital Management, LLC.

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# 4307228
Firm CRD# 144600
Series 65

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


Office Location 750 SE Indian Street,
Stuart,
FL
34997
Phone Number 772-334-9592

Michael follows a few basic principles when running the practice. They are to do the right thing, do the best you can, and show people that you care. Michael is a hands on advisor who takes great pleasure in running the business, delegating responsibilities to staff, and providing expert guidance to retirees and individuals who are fast approaching retirement. He is committed to providing clients with conservative investment strategies that will help fund a better standard of living during retirement. Just like his clients, Michael believes in the work ethic and knows how important it is to preserve hard-earned dollars. He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it. Michael is a State Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to protect client's capital. Unlike many advisors whom he thinks are mentally stuck in the 1990s with aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return. Michael is literally always on the move. He took up running 18 years ago and has since completed numerous full and half marathons. Physical fitness and fiscal fitness are both of crucial importance to him.

About Peak Capital Management

Our philosophy at Peak Capital Management is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
Our Seven Step Education Process will: 1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Peak Capital Management would be pleased to steer your course toward a lifetime of financial security.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities


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

Firm Name AUM No. of Clients Fee Structure
Money Management Concepts Inc.
6767 N. Wickham Road , Suite 400pq,
Melbourne, FL 32940
$109,770,600 291 A percentage of AUM

    List of Additional Advisors in Melbourne, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Atlantic Financial Advisors
    Inquire with Atlantic
    3682 North Wickham Road, Suite C, Melbourne, FL  32935 321-751-5599
    Arbogast Financial Centre
    Inquire with Arbogast
    108 West New Haven Avenue, Melbourne, FL  32901 321-723-5480
    Ayad B Saad
    Inquire with Ayad
    8150 North Wickham Road, Melbourne, FL  32940 321-751-2007
    BMR Global Wealth Management Group, Inc.
    Inquire with BMR
    3270 Suntree Blvd, Suite #1103, Melbourne, FL  32940 631-498-4650
    Brandon Duensing
    Inquire with Brandon
    3999 N Harbor City Blvd, Melbourne, FL  32935 321-242-7500
    Leasha Flammio-Watson - Ameriprise Financial Services, LLC
    Inquire with Leasha
    6555 N Wickham Rd, Ste 102, Melbourne, FL  32940 321-622-8371
    Mark Davidson
    Inquire with Mark
    6767 N Wickham Rd, Ste A107, Melbourne, FL  32940 321-259-3980
    Joseph Pickrell
    Inquire with Joseph
    6767 N Wickham Rd, Ste A107, Melbourne, FL  32940 321-259-3980
    Flammio Financial Group
    Inquire with Flammio
    6555 N Wickham Rd, Ste 102, Melbourne, FL  32940 321-622-8371
    Chad Colbert
    Inquire with Chad
    3999 N Harbor City Blvd, Melbourne, FL  32935 321-242-7500
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