Find a Financial Advisor in Seminole County, FL

 

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

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We Only Work With The Best Seminole County 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 Seminole County, FL


  • Financial Advisor Close to Seminole County, 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 Seminole County, 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 Seminole County, FL

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

  • Population: 461,402
  • % of Population 62 Years and Over: 18.5%
  • Average Home Value: $250,700
  • Average Monthly Housing Cost: $1,245
  • Average Household Income: $90,193
  • 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 Seminole County, FL

 

NEWPORT GROUP SECURITIES, INC.

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-60427
Years in Business: 20 years

NEWPORT GROUP CONSULTING, LLC

Website

(407) 333-2905

300 Primera Blvd.
Suite 200
Lake Mary, FL 32746

SEC#: 801-66908
Years in Business: 15 years

ROBO ADVISOR, INC.

Website

(407) 499-0050

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746

SEC#: 801-72066
Years in Business: 10 years

CAPACUITY LLC

Website

(407) 949-6889

300 International Parkway
Suite 350
Lake Mary, FL 32746

SEC#: 801-113636
Years in Business: 3 years

TIM LOONEY INVESTMENTS, LLC

Website

(407) 331-6961

1145 Townpark Avenue
Suite 2225
Lake Mary, FL 32746

SEC#: 801-76731
Years in Business: 9 years

COLLABORATIVE WEALTH

Website

(407) 792-3336

972 International Parkway

Lake Mary, FL 32746

SEC#: 801-80100
Years in Business: 7 years

LAMCO ADVISORY SERVICES INC.

Website

(407) 585-1169

1525 International Parkway
Suite 2071
Lake Mary, FL 32746

SEC#: 801-40331
Years in Business: 29 years

BAUERLE FINANCIAL, INC

Website

(407) 878-1229

1525 International Parkway
Suite 2021
Lake Mary, FL 32746

SEC#: 801-50497
Years in Business: 25 years

JACKSON WEALTH MANAGEMENT, LLC

Website

(407) 585-0235

755 Primera Blvd
Suite 1001
Lake Mary, FL 32746

SEC#: 801-69469
Years in Business: 13 years

 


Seminole County, FL Financial Advisor FAQs

Investing is complicated and takes time, and it doesn't need to be scary if someone who knows what they're doing is there to walk you through the process. A financial advisor will educate and make recommendations for your investments if they have been given permission to operate on your behalf in all aspects of investing.
Some common services include calculating personal savings goals, managing investment portfolios, providing advice on finances and spending habits, taxation planning, and developing estate plans.
Make sure they have the right license and credentials, aren't on any disciplinary committees or bans, and that they're honest about their background and experience.
A financial advisor's fees vary depending on the level of service that is needed. Typically, advisors are compensated in assets under management (AUM), which means they are paid when you make a transaction, investment or change in your portfolio.