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CERTIFIED ADVISORY CORP
CRD 120990 · SEC 801-61305
1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714-2033, United States
Phone
407-869-9800
Fax
407-869-9700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.04B
Discretionary AUM
$3.04B
Team
39 total employees; 20 advisory reps; 61 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITATION FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1475 | $451.1M |
| High net worth individuals | 1001 | $2.06B |
| Pension/profit sharing plans | 63 | $485.4M |
| Charitable organizations | 6 | $4.1M |
| State/municipal entities | 2 | $15.9M |
| Corporations/business entities | 9 | $23.5M |
States served
AL, AZ, CA, CO, DE, GA, IL, LA, MD, MI, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.FINANCIALGROUP.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CERTIFIEDFINANCIALGROUP/
- HTTPS://WWW.CERTIFIEDDIFFERENCE.COM/
- HTTPS://WWW.ONTHEMONEYFL.COM
- HTTPS://WWW.FACEBOOK.COM/ONTHEMONEYFL
- HTTPS://WWW.FACEBOOK.COM/CERTIFIEDFINANCIALGROUP/
- HTTPS://WWW.INSTAGRAM.COM/THEONTHEMONEYPODCAST
- HTTPS://WWW.INSTAGRAM.COM/CERTIFIEDFINANCIALGROUP/
- HTTPS://WWW.FACEBOOK.COM/CERTIFIEDBENEFITSCORP/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CERTIFIED-BENEFITS-CORP/
- HTTP://WWW.HECHTEFFECT.NET/
- HTTPS://G.PAGE/CERTIFIEDFINANCIALGROUP?SHARE
- HTTPS://NEXTDOOR.COM/PAGES/CERTIFIED-FINANCIAL-GROUP-ALTAMONTE-SPRINGS-FL/
- HTTPS://SCOREMYFUNDS.COM
- https://www.youtube.com/financialgroup
- https://orlandophil.org/event/the-eagles/
- https://amp.smartasset.com/
- https://www.bizjournals.com/orlando/potmsearch/detail/submission/6502980/Wynn_Smith
- https://www.bizjournals.com/orlando/potmsearch/detail/submission/6503014/Charles_Curry
- https://www.wiseradvisor.com/advisorportfolio/accountoverview?bd=20024016&src=20024016&email=a.rios@financialgroup.com&cc=y&ss=y
- HTTPS://WWW.INSTAGRAM.COM/THEONTHEMONEYPODCAST
- https://guidetoflorida.com/altamonte-springs/financial-services/certified-financial-group-inc
- https://www.certifiedfg.com/
- https://www.wdbo.com/fp/ask-experts-presents-money/
Official SEC filing: View on IAPD