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Find Top Financial Advisors in Orlando, Florida

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.

Finding the Top Financial Advisor in Orlando, Florida

Last Updated - May 11, 2024

Orlando has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Orlando, Florida have an average of 34 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.

Qualified Financial Advisors in Orlando, Florida

Financial Advisor Experience AUM Minimum Assets Fee Structure
McDonough Capital Management
CFP®
6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819
37 Years Not Specified $500,000 Not Specified
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

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Information on Qualified Financial Advisors in Orlando, Florida

Qualifications Firm CRD# 314989
Series 7, 63, 65

Compensation/Fee Based on Assets


Office Location 6000 Turkey Lake Rd,
Ste 212,
Orlando,
FL
32819
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


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.

About Privada Wealth Management

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


Customer Reviews

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.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CEREDEX VALUE ADVISORS LLC
301 East Pine Street, Suite 500, Orlando, FL 32801
13 42 $6,990,232,216
A Percentage of AUM
RESOURCE CONSULTING GROUP
301 E. Pine Street, Suite 600, Orlando, FL 32801
22 2792 $2,316,717,571
A Percentage of AUM, Fixed Fees
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
111 North Orange Avenue, Suite 1000, Orlando, FL 32801
126 6618 $1,444,509,347
A Percentage of AUM, Hourly charges, Fixed Fees
MOISAND FITZGERALD TAMAYO, LLC
300 South Orange Avenue, Suite 1170, Orlando, FL 32801
21 3169 $901,422,986
A Percentage of AUM, Hourly charges, Fixed Fees
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
450 S. Orange Ave., Suite 1400, Orlando, FL 32801
8 1 $732,543,104
A Percentage of AUM, Performance Based
INTEGRITY FIXED INCOME MANAGEMENT
651 Bryn Mawr St, Orlando, FL 32804
5 45 $619,839,174
A Percentage of AUM, Fixed Fees
SUMMIT WEALTH PARTNERS, LLC
800 N. Orange Avenue, Suite 302, Orlando, FL 32801
20 2090 $565,716,969
A Percentage of AUM, Hourly charges, Fixed Fees
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
16 2336 $309,506,883
A Percentage of AUM, Hourly charges, Fixed Fees
GLOBAL ASSETS ADVISORY, LLC
111 N. Orange Avenue, Suite 1000, Orlando, FL 32801
20 1377 $252,058,519
A Percentage of AUM
HAVEN PRIVATE
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
7 600 $250,000,000
A Percentage of AUM, Hourly charges
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street, Orlando, FL 32801
8 790 $191,170,056
A Percentage of AUM, Hourly charges, Fixed Fees
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775, Orlando, FL 32801
4 966 $156,367,281
A Percentage of AUM, Fixed Fees
RD LEWIS WEALTH MANAGEMENT
121 S. Orange Avenue, Suite 1500, Orlando, FL 32801
5 748 $152,337,681
A Percentage of AUM, Hourly charges
DEEPWORK CAPITAL, LLC
1030 N. Orange Avenue, Suite 101, Orlando, FL 32801
8 8 $150,976,500
A Percentage of AUM, Performance Based
BURGESS CHAMBERS & ASSOCIATES INC
315 E. Robinson Street, Suite 690, Orlando, FL 32801
11 25 $138,101,982
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    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.