Retirement Planning » Financial Advisors » Orlando, FL

Financial Advisors Orlando, FL

Latest update: January 7, 2020

Population280,258
State Income Tax0.00%
Median Home Price$244,800
City Sales Tax6.50%

Orlando is the third-largest city in the state of Florida and is home to Disney World and Universal Studios.

Find a financial advisor in Orlando, FL

Just over 1,600 financial advisors work in Orlando, Florida. We did the necessary research to find the best financial advisors in Orlando to help you make a decision. We considered customer reviews, certifications, SEC filings and asset requirements to create our list.

Find a financial advisor that fits your needs

American Financial Advisors

  • Assets Managed: $464 million
  • Minimum Assets: $500,000

American Financial Advisors acts as a fiduciary for each client. The firm uses a set of advisor accountability practices to ensure all decisions and actions are transparent to the client and rooted in sound financial logic. American Financial Advisors assists with financial and investment planning, estates and trusts, business advisory and lending services.

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Certified Financial Group, Inc.

  • Assets Managed: $1.2 billion
  • Minimum Assets: $100,000

Clients work with only certified financial planners (CFP) at Certified Financial Group. The firm has been in business since 1976 and is the oldest and largest independent financial advisory firm in the Orlando area. Financial advisors at the firm have a combined 300 years of experience with training in all financial planning areas.

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Florida Financial Advisors

  • Assets Managed: $2.7 million
  • Minimum Assets: $250,000

Florida Financial Advisors is a full-service wealth management and financial advisory firm. The FFA Solution is the firm’s financial planning program with services to fit the needs of Florida residents. The FFA model helps clients maximize employer benefits like 401(k)s, pensions and stock options.

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Moisand Fitzgerald Tamoyo, LLC

  • Assets Managed: $543.3 million
  • Minimum Assets: Varies

Financial advisors at Moisand Fitzgerald Tamoyo are investors who do not speculate or play the market with their client’s money. Wealth managers actively seek economic, tax and market environments to find opportunities to strengthen managed portfolios. The firm employs six Certified Financial Planners to guide investors through bull and bear markets.

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AllGen Financial Advisors

  • Assets Managed: $188 million
  • Minimum Assets: N/A

AllGen Financial Advisors employs financial advisors with varied expert backgrounds. The firm can assist clients with financial planning and investment management at any life stage or income class. Financial plans are highly personalized with ongoing monitoring and tracking to help clients reach their goals.

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Financial Advisor Reviews Orlando, FL


American Financial Advisors

Financial planning at American Financial Advisors may be as simple as assisting clients with choosing insurance, designing a financial plan or a sophisticated and comprehensive pre-retirement strategy. Financial advisors conduct in-depth interviews with new clients to discover their risk tolerance, goals and priorities. Then, the advisors gather all financial data and documentation to create a financial plan.

Once financial advisors complete the plan, investment advisors analyze the information and make recommendations for the client’s portfolio. AFA financial advisors help clients put together a filing system for critical systems to keep investment planning on track. Clients receive a written Personal Financial Policy Statement with financial actions to take and target dates for completion. This statement gets reviewed regularly by advisors to ensure the investment strategy is working as expected.

American Financial Advisors works with business owners to plan for succession and transitioning to retirement. The firm also handles trusts and estates, including special needs trusts. AFA offers several mortgage loans with personal service from application through closing.

American Financial Advisors lists no minimum investable assets requirement. Investment management fees start at $500,000. Financial plan development fees range from $325 to $2,500. Clients pay an hourly $325 rate for financial advisors and $125 per hour for staff time for providing consultations or services beyond financial planning.

American Financial Advisors
Assets Managed $464 Million
Minimum Assets $500,000
Number of Advisors 6
Fee Structure Fee-Based
Address 201 South Orange Ave Suite 1005
Orlando, FL 32801

Certified Financial Group, Inc.

Certified Financial Group advisors provide ongoing support to clients after preparing a financial plan. The firm considers financial planning to be a process to help clients achieve their financial goals, not a one-time project. Financial plans are tailored to each client’s needs.

The CFPs at Certified Financial Group also work with individuals and couples specifically looking for help with retirement, estate and Social Security planning. The Retirement Planning process develops a clear plan for assets over retirement years. A boutique law practice in Certified Financial Group’s location handles estate planning and other legal issues.

Social Security is not going away despite what you hear in the news. Certified Financial Group planners help clients understand when and how to elect Social Security benefits. Other financial consulting includes a five-year income tax, cash flow and investment plan and financial independence, business or capital needs analysis.

Investment advisors consider each client’s current financial condition and expectations for the future before making any investment decisions. Portfolios are managed and monitored for asset allocation or a complete redesign if needed.

Certified Financial Group financial advisory fees are $150 per hour. After a complimentary meeting, clients receive a quote for services to be rendered. Investment advisory and management services charges are based on a percentage of assets managed. The firm may earn solicitation or referral fees for third party advisors necessary to serve the client.

Certified Financial Group, Inc.
Assets Managed $1.2 Billion
Minimum Assets $100,000
Number of Advisors 17
Fee Structure Fee-Based
Address 1111 Douglas Ave
Altamonte Springs, FL 32714

Florida Financial Advisors

Florida Financial Advisors is a newer firm with a fresh perspective on the financial planning needs of Floridians. Florida Financial Advisors is an independent, product-neutral comprehensive financial planning firm offering customized financial and wealth management services.

One unique service from Florida Financial Advisors is just for military personnel. Led by a retired member of the Armed Services, FFA professionals are trained to assist active duty, reserve and transitioning military members. Military financial advisors also facilitate the understanding of benefits and reaching financial goals for spouses, family members and dependents.

Florida Financial Advisors also handles estate, insurance and retirement planning. Tax planning services are guided by client goals to find the best tax strategy.

Financial planning via the FFA Solution takes personal, professional and economic realities and objectives into consideration. This method of financial planning helps clients take full advantage of employee benefits.

Florida Financial Advisors charges a fixed fee or a percentage of managed assets for financial planning and consulting services. These fees range from $500 to $25,000 or up to 2% of net worth or assets included in the financial plan. The cost of services is also dictated by how complicated the client’s finances are.

Florida Financial Advisors
Assets Managed $2.7 Million
Minimum Assets $250,000
Number of Advisors 10
Fee Structure Fee-Only
Address 595 W Church Str
Suite F
Orlando, FL 32805

Moisand Fitzgerald Tamoyo, LLC

Moisand Fitzgerald Tamoyo, LLC repeatedly ranks among the top independent wealth management firms in the U.S. The firm also ranked in the top 25 of the InvestmentNews 75 Best Places To Work For Financial Advisors in 2019. The Orlando Business Journal gives Moisand Fitzgerald Tamoyo a tip of the hat as one of the 50 fastest-growing companies.

All six financial planners and the senior financial analyst at Moisand Fitzgerald Tamoyo are Certified Financial Planners (CFP). All financial advisors document the research and reasoning behind their advice and provide clients with thorough explanations. As a fiduciary, no employees or partners receive compensation from any source other than the client.

Moisand Fitzgerald Tamayo offers tax planning. The firm employs three Enrolled Agents licensed by the Internal Revenue Service. Financial advisors create financial plans that weather the financial markets. Moisand Fitzgerald Tamayo calls itself “A Sanctuary from the Noise” with a distinct absence of breaking news on the website.

Moisand Fitzgerald Tamoyo, LLC financial advisors work with clients whether or not they hold investments with the firm. Those who engage in services with a wealth advisor must invest a minimum of $1 million and pay a fee based on a percentage of assets managed annually. Financial planning fees start at $2,500, and financial and tax consulting costs $300 per hour for those who don’t sign up for wealth management.

Moisand Fitzgerald Tamoyo, LLC
Assets Managed $543.3 Million
Minimum Assets Varies
Number of Advisors 6
Fee Structure Fee-Only
Address SunTrust Center
200 S Orange Ave
Suite 2025
Orlando, FL 32801

AllGen Financial Advisors

AllGen Financial Advisors exists to provide sound advice to promote financial wisdom to all generations seeking financial freedom. After an advisor completes a financial plan, he or she coaches the client through the steps required to implement the plan. The firm provides the online Wealth Tracker tool for conveniently monitoring progress and accounts.

AllGen’s financial planning formula includes three stages called Foundation, Formation and Freedom. Foundation provides training for budgeting, net worth analysis, insurance needs, debt management and building emergency savings. Formation is retirement and education expense planning and working toward additional savings. The Freedom stage is where AllGen assists clients with estate planning, reviewing health care and Social Security and other factors leading to financial freedom in retirement years.

AllGen Financial Advisors also provides comprehensive business and corporate planning and portfolio management services. Client investments are monitored continuously and investment advisors stay in touch with online updates, regular phone calls and in-person meetings. AllGen clients always know how their portfolio is progressing.

AllGen charges $1,000 to $1,900 at each of the three stages of financial planning. Ongoing financial advice costs $800 per year. Prices are reduced or eliminated for clients who invest at least $250,000. Business and corporate planning start with a $1,200 initial cost, then $250 to $500 monthly. Portfolio management fees are based on a percentage of managed assets. Percentages are favorable compared to other firms in the area.

AllGen Financial Advisors
Assets Managed $188 Million
Minimum Assets N/A
Number of Advisors 11
Fee Structure Fee-Only
Address 100 W. Lucerne Circle
Suite 200
Orlando, FL 32801

Conclusion

Searching for a financial advisor is not an easy task and often takes extensive effort to find an advisor that fits your needs. We recommend preparing a list of questions and speaking with at least three financial advisors.

We researched the best advisors in Orlando, FL, with options for all financial situations and compiled our list to include all the criteria crucial when making a decision.

Orlando, FL Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
American Financial Advisors $464 Million $500,000 Fee-Based
Certified Financial Group, Inc. $1.2 Billion $100,000 Fee-Based
Florida Financial Advisors $2.7 Million $250,000 Fee-Only
Moisand Fitzgerald Tamoyo, LLC $543.3 Million Varies Fee-Only
AllGen Financial Advisors $188 Million N/A Fee-Only

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