Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Ocala
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Ocala,
Florida
have an average of
28
years of experience.
NOTE: The list of vetted financial
advisors in
Ocala,
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
Ocala, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 30 Years | $100,000,000 | $0 | Fee-Based | |
| 40 Years | $350,000,000 | $0 | Fee-Only | |
| 16 Years | Not Specified | $0 | Fee-Based | |
|
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA R.E.A.P., LLC 4651 Salisbury Road, Suite 400, Jacksonville, FL 32256 |
28 Years | $0 | $25,000 | Fee-Based |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1900 Summit Tower Boulevard,
Suite 230,
Orlando,
FL
32810
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2418662
Firm CRD# 154680
Series 7, 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
Orlando Office,
507 West Canton Ave,
Winter Park,
FL
32789
Phone Number
404-313-1388
Stephen Colavito is CIO of San Blas Advisory and Zermatt Private Wealth. Both firms focus on UHNW Individuals and Multi-family Office clients. Stephen is the Chief Investment Officer (CIO) responsible for developing global investment insights and working within the firm(s) to create actionable advice. He also represents San Blas' market views across all channels as a speaker and through the company's research. His career in wealth management and investing spans 30 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wirehouses, Colavito was a short-duration portfolio manager before joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business. Investment shows such as Bloomberg News, Fox Business, and AriseXchange. Colavito is a member of the American Economic Association (AEA) and one of a handful of advisors selected by the Financial Times as part of their Leadership Council. He graduated from Florida International University (FIU) with a Bachelor of Science degree in Finance. Colavito played collegiate tennis at FIU. He is an active church member, husband, and father of three daughters.
San Blas Securities comprises the broker-dealer and three RIA advisory practices. Headquartered in Atlanta and Chicago, its platform includes Capital Markets and an Independent Advisor Network. We comprise a core team of individuals with a proven track record in both fields. SB Advisory and Zermatt Private Wealth are preeminent wealth management firms. We strive to provide exceptional service and personalized solutions to Ultra High Net Worth clients and Multi-Family Offices. Our depth of public and private markets, combined with our deep expertise in investment banking and institutional trading, creates the ability to provide our clients with opportunities that may not be available to most individual investors.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
4371 US Hwy 17, Suite 201,
Fleming Island,
FL
32003
Phone Number
904-278-1177
Camarda's advisory team is led by Dr. Jeff Camarda. Jeff has both a PhD and Master's in Financial Planning, has another Master's in Tax Law from Georgetown Law, and has completed the CFA®, CFP®, ChFC®, BCM™, CFS® and other programs. The CFA® is widely regarded as the premier portfolio management designation. Jeff is also an admitted IRS Practitioner authorized to represent clients in tax law matters before IRS. He leads Camarda Wealth Advisory Group with a mission rooted in decades of research, practical expertise, and an unwavering commitment to clients' financial well-being. As CEO and Chief Wealth Officer, Jeff combines real-world investment experience with advanced academic and professional credentials to help families grow, protect, and pass on their wealth.
Camarda Wealth is a strictly fee-only fiduciary investment and wealth management firm. We do not accept commissions for any services, ensuring our sole commitment is to our clients' best interests. We call this Wealth Done Right® - and we believe in it so deeply, we trademarked it. Key Highlights: 1. Real Fiduciary: Legally bound to put your interests first. We accept no compensation besides fully disclosed fees. 2. Credentialed & Experienced Advisory Team: Includes PhDs, CFA®, and IRS-admitted tax professionals 3. Total Wealth Care: Fully integrated wealth management services include:
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
2211 Ashley Oaks Circle,
Wesley Chapel,
FL
33544
Phone Number
917-502-0936
I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.
We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Compensation/Fee Fee-Based
Office Location
4651 Salisbury Road,
Suite 400,
Jacksonville,
FL
32256
Phone Number
386-793-8981
David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning. Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs. https://reap.seminarsoncall.com
The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 9 | 858 | $315,848,608 | A percentage of AUM, Hourly charges, Fixed fees |
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.
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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.
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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.
