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Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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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
Orlando, Florida, the third largest metropolitan area in Florida, is one of the most visited cities in the world. There are many conference centers, events and over a dozen theme parks situated in this city, bringing it to the top of the list for world travelers. Though, you might not have to travel far if you're searching for a financial advisor. There are over 1200 financial advisors to choose from, and, with a cost of living 5% lower than the national average, you may want to find one that knows the specific tax implications and investment strategies to grow your financial opportunities. This task may seem overwhelming at first, but at WiserAdvisor, our mission is to connect people like you to vetted, experienced, fiduciary financial advisors that work with your specific financial needs in mind.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Orlando, Florida.
Orlando
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
150
non-vetted advisors in your local area. These financial advisors in
Orlando
,
Florida
have an average of
33
years of experience.
NOTE: The list of vetted financial
advisors in
Orlando
,
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
Orlando, 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 Years | Not Specified | $500,000 | Not Specified |
| Not Disclosed | $0 | $250,000 | Fee-Based |
Qualifications
Firm CRD# 314989
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
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# 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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 27 | 2625 | $2,642,742,586 | A percentage of AUM, Fixed fees
|
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
390 North Orange Avenue, Suite 750, Orlando, FL 32801 |
118 | 4117 | $1,359,989,953 | A percentage of AUM, Hourly charges, Fixed fees
|
| 8 | 1 | $514,843,574 | A percentage of AUM, Performance Based
|
|
| 20 | 1436 | $344,975,545 | A percentage of AUM
|
|
| 17 | 2255 | $321,518,894 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 12 | 844 | $245,500,000 | A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
|
|
| 7 | 550 | $220,000,000 | A percentage of AUM, Hourly charges
|
|
| 9 | 659 | $211,182,552 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 668 | $173,413,745 | A percentage of AUM, Hourly charges
|
|
| 4 | 860 | $131,740,206 | A percentage of AUM, Fixed fees
|
|
| 2 | 59 | $70,000,000 | A percentage of AUM, Fixed fees
|
|
| 8 | 1 | $14,278,578 | A percentage of AUM, Performance Based
|
|
| 2 | 0 | $0 | Other (NONE AT THIS TIME)
|
|
| 11 | 0 | $0 | Other (NONE AT THIS TIME)
|
|
| 1 | 0 | $0 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 10917 Dylan Loren Cir, Ste A, Orlando, FL 32825 | 407-249-4006 | |
| 201 E. Pine St 11th, Fl, Orlando, FL 32801 | 407-849-4790 | |
| 1407 E Robinson St, Orlando, FL 32801 | 407-898-3181 | |
| 201 E Pine St, 11th Fl, Orlando, FL 32801 | 407-849-4712 | |
| 8451 Bay Hill Blvd., Orlando, FL 32819 | 407-909-9850 | |
| 719 Peachtree Rd, Ste 100, Orlando, FL 32804 | 407-206-7474 | |
| 719 Peachtree Rd, Ste 100, Orlando, FL 32804 | 407-843-7163 | |
| 201 E Pine St, 11th Fl, Orlando, FL 32801 | 407-849-4757 | |
| 10917 Dylan Loren Cir, Ste A, Orlando, FL 32825 | 407-249-4006 | |
| 7751 Kingspointe Parkway, #105, Orlando, FL 32819 | 407-502-0203 |
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?
