AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-254-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in FL, ORLANDO
39 advisers found
MOISAND FITZGERALD TAMAYO, LLC
Orlando, FL
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
407-869-6228
SUMMIT WEALTH PARTNERS, LLC
Orlando, FL
AUM
$675.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-656-2252
ALLGEN FINANCIAL ADVISORS, INC.
Orlando, FL
AUM
$475.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
407-210-3888
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Orlando, FL
AUM
$329.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-695-7100
OXFORD WEALTH GROUP, LLC
Orlando, FL
AUM
$327.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
407-495-2004
MCDONOUGH CAPITAL MANAGEMENT, INC.
Orlando, FL
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
407-248-9647
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Orlando, FL
AUM
$254.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
28 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
1-407-362-7753
COGENT PRIVATE WEALTH
Orlando, FL
AUM
$250.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(407) 887-4965
ELEVATION ADVISORY PARTNERS LLC
Orlando, FL
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
913-827-4588
SPARROW WEALTH MANAGEMENT
Orlando, FL
AUM
$135.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(877) 330-9191
TRIPLETAIL WEALTH MANAGEMENT
Orlando, FL
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
407-286-4072
VELARIS WEALTH MANAGEMENT
Orlando, FL
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
786-657-1584
CENTRUS FINANCIAL STRATEGIES
Orlando, FL
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-779-4592
WISDOM PLANNING GROUP
Orlando, FL
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(407) 462-5486
JAKE CARRIS FINANCIAL PLANNING
Orlando, FL
AUM
$109.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
407-489-1186
VALUE FINANCIAL ADVISERS, INC.
Orlando, FL
AUM
$105.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-770-3030
STRUCTURE WEALTH PARTNERS LLC
Orlando, FL
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
407-739-5094
EMINENCE WEALTH MANAGEMENT INC.
Orlando, FL
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
407-572-8244
OAKMONTE WEALTH MANAGEMENT
Orlando, FL
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
407-412-9255
ADVANCED TAX & INVESTMENTS, INC.
Orlando, FL
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
407-595-2084
TRIUMPH PRIVATE WEALTH
Orlando, FL
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
407-900-4802
POLLEY WEALTH MANAGEMENT LLC
Orlando, FL
AUM
$21.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(407) 337-1085
NEW ERA ADVISORY
Orlando, FL
AUM
$17.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
407-440-4306
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