wiseradvisor

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 - 01-Jun-2023

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.

Qualified Financial Advisors 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
Anthony DeLuca
CFP®
DELTA ADVISORY GROUP, INC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $0 $250,000 Fee-Based

Are you a Financial Advisor in Orlando?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?


Information on Qualified Financial Advisors in Orlando, Florida

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

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# 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.

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
RESOURCE CONSULTING GROUP
301 E. Pine Street, Suite 600, Orlando, FL 32801
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
CNL STRATEGIC CAPITAL MANAGEMENT, LLC
450 S. Orange Ave., Suite 1400, Orlando, FL 32801
8 1 $514,843,574
A percentage of AUM, Performance Based
GLOBAL ASSETS ADVISORY, LLC
390 N. Orange Avenue, Suite 750, Orlando, FL 32801
20 1436 $344,975,545
A percentage of AUM
ALLGEN FINANCIAL ADVISORS, INC.
100 W. Lucerne Circle, Suite 200, Orlando, FL 32801
17 2255 $321,518,894
A percentage of AUM, Hourly charges, Fixed fees
FORTRESS WEALTH GROUP, LLC
608 E Central Blvd, Orlando, FL 32801
12 844 $245,500,000
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)
HAVEN PRIVATE
976 Lake Baldwin Lane, Suite 201, Orlando, FL 32814
7 550 $220,000,000
A percentage of AUM, Hourly charges
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
203 Hillcrest Street, Orlando, FL 32801
9 659 $211,182,552
A percentage of AUM, Hourly charges, Fixed fees
RD LEWIS WEALTH MANAGEMENT
121 S. Orange Avenue, Suite 1500, Orlando, FL 32801
5 668 $173,413,745
A percentage of AUM, Hourly charges
OXFORD WEALTH GROUP, LLC
111 N. Orange Avenue, Suite 775, Orlando, FL 32801
4 860 $131,740,206
A percentage of AUM, Fixed fees
TRIPLETAIL WEALTH MANAGEMENT
224 E. Marks St., Orlando, FL 32803
2 59 $70,000,000
A percentage of AUM, Fixed fees
CNL STRATEGIC ASSET MANAGEMENT, LLC
450 South Orange Avenue, Suite 1400, Orlando, FL 32801
8 1 $14,278,578
A percentage of AUM, Performance Based
CNL FUND ADVISORS COMPANY
450 South Orange Avenue, Suite 1400, Orlando, FL 32801
2 0 $0
Other (NONE AT THIS TIME)
CNL EDUCATIONAL INSTITUTE, LLC
450 S. Orange Ave., Suite 1400, Orlando, FL 32801
11 0 $0
Other (NONE AT THIS TIME)
POLYMATH FINANCIAL, LLC
2305 Edgewater Dr, #1305, Orlando, FL 32804
1 0 $0
A percentage of AUM, Hourly charges

    List of Additional Advisors in Orlando, Florida*

    * 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

      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?