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Find Top Financial Advisors in Ormond Beach, 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 Ormond Beach, Florida
Last Updated - 23-Mar-2023

Ormond Beach has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 26 non-vetted advisors in your local area. These financial advisors in Ormond Beach, Florida have an average of 21 years of experience.

NOTE: The list of financial advisors in Ormond Beach, 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 Ormond Beach, Florida.

Qualified Financial Advisors in Ormond Beach, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Rey Descalso
AAMS®, AIF®
PRIVADA WEALTH MANAGEMENT
549 North Wymore Road,
Maitland, FL 32751
15 $65000000 Not Specified Fee-Based
Anthony DeLuca
CFP®
DELTA ADVISORY GROUP, INC.
698 N Maitland Avenue Suite 201,
Maitland, FL 32751
Not Disclosed $184 Million Not Specified Fee-Based
David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., LLC
4651 Salisbury Road,
Suite 400,
Jacksonville, FL 32256
28 Same $25,000 Fee-Based

Information on Qualified Financial Advisors in Ormond Beach

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# 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.

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# 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

About R.E.A.P., Llc

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.


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

Firm Name AUM No. of Clients Fee Structure
COMPASS FINANCIAL ADVISORY SERVICES, LLC
880 Airport Road, Suite 112a,
Ormond Beach, FL 32174
$271,003,445 678 A percentage of AUM
Hourly charges
Fixed fees
HOLLAND ADVISORY SERVICES, INC.
700 West Granada Boulevard,
Ormond Beach, FL 32174-9036
$212,315,878 944 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Ormond Beach, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam J Kennedy
    Inquire with Adam
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2307
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-673-9222
    Lauren K Burkhalter
    Inquire with Lauren
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2308
    George P Sidor
    Inquire with George
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2322
    Dan A Waller
    Inquire with Dan
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2309
    Wesley David Hollan
    Inquire with Wesley
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-615-3435
    Marc A Nilsen
    Inquire with Marc
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2317
    The Boales Kearney Group
    Inquire with Boales
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-615-3427
    Stuart L Sixma
    Inquire with Stuart
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-671-2311
    The Burkhalter Group
    Inquire with Burkhalter
    285 Clyde Morris Blvd, Ste 100, Ormond Beach, FL  32174 386-673-9222
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      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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