Find a Financial Advisor in Ormond Beach, FL

 

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

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We Only Work With The Best Ormond Beach 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 Ormond Beach, FL


  • Financial Advisor Close to Ormond Beach, 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 Ormond Beach, 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 Ormond Beach, FL

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

  • Population: 42,545
  • % of Population 62 Years and Over: 34.7%
  • Average Home Value: $228,600
  • Average Monthly Housing Cost: $1,001
  • Average Household Income: $78,781
  • 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 Ormond Beach, FL

 

HOLLAND ADVISORY SERVICES, INC.

Website

(386) 671-7526

700 West Granada Boulevard

Ormond Beach, FL 32174

SEC#: 801-110617
Years in Business: 4 years

 


Ormond Beach, FL Financial Advisor FAQs

A good advisor will be able to provide you with personalized advice on managing your finances. They should be able to ask you relevant questions about your current situation and help recommend the appropriate investments based on what is most suitable for you.
Most people need a financial advisor. When you have a lot of money involved it's necessary to have someone that can teach you how to save and invest your money the right way. If left on their own, most people spend way too much of their income on spendy items while saving only a little bit so they enjoy more in retirement.
Some advisors are paid an hourly rate, or per project basis. Others earn commission on managing portfolios and executing trades. Still others earn revenue sharing fees based on assets under management (AUM).
A financial advisor can advise you about your finances. They can help you manage your debt, utilize protections like life insurance and disability insurance, maintain investments like 401(k)s and IRAs, make sense of complicated tax laws, plan for goals including retirement or home purchases, get the right insurance coverage to meet their needs, etc.