Orlando, FL Financial Advisors and Resources



Financial Advisor Firms in Orlando, FL


CNL FUND ADVISORS COMPANY

Website

(407) 540-2739

450 South Orange Avenue
Suite 1400
Orlando, FL 32801

SEC#: 801-39197
Years in Business: 30 years

RD LEWIS HOLDINGS, INC.

Website

(407) 446-3737

121 S. Orange Avenue
Suite 1500
Orlando, FL 32801

SEC#: 801-119654
Years in Business: 1 years

CNL EDUCATIONAL INSTITUTE, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-81051
Years in Business: 6 years

GLOBAL ASSETS ADVISORY, LLC

Website

(407) 254-1500

390 N. Orange Avenue, Suite 750

Orlando, FL 32801

SEC#: 801-114946
Years in Business: 2 years

FORTRESS WEALTH GROUP, LLC

Website

(407) 999-8998

608 E Central Blvd

Orlando, FL 32801

SEC#: 801-118769
Years in Business: 1 years

CNL STRATEGIC CAPITAL MANAGEMENT, LLC

Website

(407) 540-2541

450 S. Orange Ave.
Suite 1400
Orlando, FL 32801

SEC#: 801-110050
Years in Business: 4 years

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Website

(407) 695-7100

203 Hillcrest Street

Orlando, FL 32801

SEC#: 801-113696
Years in Business: 3 years

ALLGEN FINANCIAL ADVISORS, INC.

Website

(407) 210-3888

100 W. Lucerne Circle
Suite 200
Orlando, FL 32801

SEC#: 801-80077
Years in Business: 7 years

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Website

(407) 254-1500

390 North Orange Avenue
Suite 750
Orlando, FL 32801

SEC#: 801-68114
Years in Business: 14 years


How Retirement-Friendly is Orlando, FL?

  • Population: 280,832
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $256,200
  • Average Monthly Housing Cost: $1,207
  • Average Household Income: $75,669
  • 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.)


Orlando, FL Financial Advisor FAQs

The cost of a financial advisor varies from as low as $300/mo. to as high as $700-1500+/month, but most advisors charge around $400 per month for an average investment portfolio.
The advisor is generally paid a commission, which you would pay in addition to any other charges or fees that you will see up front. Commissions are usually based on a percentage of your investment - sometimes it can be as low as 1% while others can reach upwards of 3%.
The process is not complete without checking references from past clientele, so it's important that you don't only pick somebody based on their professional credentials alone.
Financial advisors talk through the client's saving and investing objectives, challenges, and goals. They then compile a comprehensive asset allocation profile outlining three possibilities for investment styles based on risk tolerance, personal circumstances, expected returns objectives, pre-existing portfolio holdings in stocks and bonds.