Find a Financial Advisor in Orlando, FL

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

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We Only Work With The Best Orlando Financial Advisors


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

3rd Party Rankings

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 Orlando, FL


  • Financial Advisor Close to Orlando, 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 Orlando, 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 Orlando, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Orlando financial advisors.
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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.)



The Top 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: 7 years

GLOBAL ASSETS ADVISORY, LLC

Website

(407) 254-1500

390 N. Orange Avenue, Suite 750

Orlando, FL 32801

SEC#: 801-114946
Years in Business: 3 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: 5 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

 


Orlando, FL Financial Advisor FAQs

Orlando is the county seat of Orange County in the state of Florida, United States. Cities near Orlando include Fairview Shores, Conway, Pine Castle, and Pine Hills. Darden Restaurants, based in Orlando, FL, is a market leader with 185,000 workers and $7.8 billion in yearly revenue. It is the area's largest employer. The Walt Disney World Resort, which opened in 1971 and is about 21 miles (34 kilometers) southwest of downtown Orlando in Bay Lake, and the Universal Orlando Resort, which opened in 1990 as a major expansion of Universal Studios Florida and is the only theme park within Orlando city limits, are the two largest and most internationally renowned tourist attractions in the Orlando area. We make sure to only point you to the best finest financial advisors in Orlando, FL, the county seat of Orange County. It is known to be one of the most-visited cities in the world because of its tourism, major events, and convention traffic. It has been nicknamed as "The City Beautiful" and the city's symbol is the Linton E. Allen Memorial Fountain, commonly referred to as simply the "Lake Eola fountain" at Lake Eola Park. Check out financial advisors working nearby in the links we have below.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.