Find a Financial Advisor in Maitland, FL

 

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We did the hard work of finding trustworthy partners in Maitland, FL.

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We Only Work With The Best Maitland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Maitland, FL


  • Financial Advisor Close to Maitland, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Maitland, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Maitland, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Maitland financial advisors.
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How Retirement-Friendly is Maitland, FL?

  • Population: 17,765
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $366,500
  • Average Monthly Housing Cost: $1,423
  • Average Household Income: $109,796
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Maitland, FL

 

FIDUCIARY FIRST

Website

(407) 740-6111

1060 Maitland Center Commons
Suite 360
Maitland, FL 32751

SEC#: 801-72234
Years in Business: 10 years

ALTERNATIVE INVESTMENT ADVISORS, LLC

Website

(407) 261-4242

698 North Maitland Avenue
Suite 101
Maitland, FL 32751

SEC#: 801-117266
Years in Business: 2 years

SYNERGY INVESTMENT MANAGEMENT LLC

Website

(321) 203-4458

485 North Keller Road

Maitland, FL 32751

SEC#: 801-119594
Years in Business: 1 years

TIMOTHY PARTNERS, LTD.

Website

(407) 644-1986

1055 Maitland Center Commons

Maitland, FL 32751

SEC#: 801-45766
Years in Business: 27 years

DELTA CAPITAL MANAGEMENT, LLC

Website

(407) 422-2423

698 N. Maitland Avenue
Suite 201
Maitland, FL 32751

SEC#: 801-118594
Years in Business: 1 years

AEGIS WEALTH MANAGEMENT, LLC

Website

(407) 831-3660

698 N. Maitland Avenue
Suite 102
Maitland, FL 32751

SEC#: 801-96327
Years in Business: 6 years

CARPENTER, CLAYDON ADVISORS, INC.

Website

(407) 843-0316

341 N.Maitland Avenue
Suite 340
Maitland, FL 32751

SEC#: 801-67751
Years in Business: 14 years

SPRAKER WEALTH MANAGEMENT INC

Website

(407) 478-7899

543 N. Wymore Rd.
Suite 104
Maitland, FL 32751

SEC#: 801-69187
Years in Business: 13 years

DORMAN FINANCIAL MANAGEMENT, P.A.

Website

(407) 774-6815

341 N. Maitland Avenue
Suite 340
Maitland, FL 32751

SEC#: 801-66938
Years in Business: 15 years

 


Maitland, FL Financial Advisor FAQs

Setting up a meeting with an advisor can be very beneficial for your finances. Ask the person if they have owned their own investments, made tough investing decisions during downturns, and how many clients they currently serve. Typically this will help you put together more of a picture of who is coming in to give you advice. Choose someone whose style and experience aligns with what you're looking for and go from there.
A financial advisor is someone who helps you plan your finances. They might do this in a few ways, for example by analyzing your current situation to help determine the best course of action or by educating you about different financial topics that are important to know.
Financial advisors typically get paid through a mix of fees and commissions.
Yes. Lack of financial knowledge is the most common reason people end up in debt. Without even realizing it, many people are living their lives out in deferment and thereby jeopardizing security and freedom in future years when they may no longer be able to work. The best way to avoid these risks is by asking for help from a trusted professional who understands your wants and needs, then advises on how best to achieve them without severely compromising or overexposing you to investment risk and high expenses.