Top Financial Advisors in Orlando, Florida

FinanceHQ’s team of experts conducted thorough research on financial advisors in Orlando. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Orlando range from $135M to $2B in AUM, and have an average of 15 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
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Facet Wealth

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About Facet Wealth

Orlando, FLInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth is a top financial advisor in Orlando, FL due to their comprehensive approach to financial enrichment and their team of seasoned financial experts. Founded in 2016 and headquartered in Baltimore, MD, Facet offers services including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Their innovative flat fee model ensures objective guidance as fiduciaries without the influence of commissions, providing personalized and transformative financial solutions to their clients.

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Moisand Fitzgerald Tamayo, LLC

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About Moisand Fitzgerald Tamayo, LLC

Orlando, FLInvestment Advisor Firm
Assets Managed: $901,422,986Total Number of Advisors: 8Number of Accounts: 3,169In Business Since: 1998

Moisand Fitzgerald Tamayo, LLC is a top financial advisor in Orlando, FL due to their extensive experience and commitment to providing independent and objective financial planning and wealth management services. Founded in 1998, they prioritize realistic approaches grounded in sound principles rather than risky investment practices. As fee-only advisors, they are paid directly by their clients as fiduciaries, ensuring maximum objectivity and transparency in recommending solutions.

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Summit Wealth Partners, LLC

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About Summit Wealth Partners, LLC

Orlando, FLInvestment Advisor Firm
Assets Managed: $565,716,969Total Number of Advisors: 12Number of Accounts: 2,090In Business Since: 2016

Summit Wealth Partners, LLC is a top financial advisor in Orlando, FL because they offer comprehensive financial planning services, investment advice, asset management, insurance planning, tax planning, estate planning, and business solutions planning. They prioritize providing a sense of security through their work, understanding that peace of mind is a fundamental reason people seek financial planning. With nearly 40 years of experience and a dedication to operating in their clients' best interests as fiduciaries, Summit Wealth Partners excels at nurturing lifelong relationships and providing reliable financial planning services.

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AllGen Financial Advisors

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About AllGen Financial Advisors

Orlando, FLInvestment Advisor Firm
Assets Managed: $309,506,883Total Number of Advisors: 11Number of Accounts: 2,336In Business Since: 2007

AllGen Financial Advisors is a top financial advisor in Orlando, FL because they have been providing tailored financial planning and investment management services since their establishment in 2007. Their team of trusted fiduciary advisors and financial coaches are committed to helping clients achieve their definition of financial freedom by developing personalized strategies and tracking progress towards their goals. With a focus on raising the bar in the industry and a commitment to acting as fiduciaries, AllGen aims to create a supportive network for individuals seeking financial guidance.

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Stonebridge Financial Planning Group, LLC

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About Stonebridge Financial Planning Group, LLC

Orlando, FLInvestment Advisor Firm
Assets Managed: $191,170,056Total Number of Advisors: 7Number of Accounts: 790In Business Since: 2018

Stonebridge Financial Planning Group, LLC is a top financial advisor in Orlando, FL due to their dedication to helping clients achieve their desired lifestyle outcomes. They specialize in working with women and their families, offering personalized solutions that encompass financial planning, asset management, tax preparation, divorce consulting, and social-security analysis. As an independent firm founded in 2018, Stonebridge provides thorough and customized financial solutions while maintaining core values of excellence, integrity, flexibility, collaboration, professionalism, genuine relationships, and patience.

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McDonough Capital Management, Inc.

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About McDonough Capital Management, Inc.

Orlando, FLInvestment Advisor Firm
Assets Managed: $135,487,888Total Number of Advisors: 4Number of Accounts: 422In Business Since: 1999

McDonough Capital Management, Inc. is a top financial advisor in Orlando, FL because they have been providing comprehensive and personalized financial planning services since 1999. As an independent registered investment advisor (RIA) and certified financial planner (CFP), they prioritize their clients' interests and do not have any proprietary products or quotas. With expertise in various areas such as retirement planning, wealth management, tax planning, and estate planning, McDonough Capital Management offers tailored strategies to help clients achieve their long-term goals.

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Frequently Asked Questions

Are all Orlando financial advisors fiduciaries?

Not all Orlando financial advisors are fiduciaries by default, but FinanceHQ only matches customers with fiduciary advisors. It is always advisable to choose advisors explicitly committed to the fiduciary standard, prioritizing your best interests over potential conflicts of interest.

What common services do financial advisors in Orlando typically provide?

Financial advisors in Orlando commonly offer services such as retirement planning, investment management, tax planning, and estate planning to address a comprehensive range of financial needs.

Are there any recommended boutique wealth management firms in Orlando?

Certainly, Orlando has a selection of boutique wealth management firms known for their personalized and specialized financial services. These firms typically focus on offering a more intimate client experience, emphasizing customized strategies to meet individual financial goals in the local context.

Is there a certain amount of assets you need before hiring a financial advisor in Orlando?

There's no strict asset requirement, but many financial advisors in Orlando work with clients having investable assets ranging from $100,000 to $500,000. The FinanceHQ network is designed to match advisors with people in almost any asset range and typically matches people with $50,000 and up in assets.

How do financial advisors in Orlando get paid?

Orlando financial advisors are compensated through fees (either hourly or based on assets under management) or commissions. Fee-only advisors are compensated solely by client fees, promoting transparency and minimizing potential conflicts of interest.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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