DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > florida > lake mary

Find The Best Financial Advisors in Lake Mary, Florida

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Lake Mary is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lake Mary & pick the one as per your needs

How To Find The Best Financial Advisors in Lake Mary, Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Lake Mary, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Lake Mary, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lake Mary, Florida have an average of 34 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lake Mary, Florida

Steven Hartman

Privada Wealth Management

321-280-9081

Address

549 North Wymore Road,
Suite 208,
Maitland, FL 32751 See Details

McDonough Capital Management

407-248-9647

Address

6000 Turkey Lake Rd,
Ste 212,
Orlando, FL 32819 See Details

Top Financial Advisor Firms in Lake Mary, Florida (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
NEWPORT GROUP CONSULTING, LLC 300 Primera Blvd., Suite 200 Lake Mary, FL, 32746	140944	$10,396,176,875	589	A Percentage of AUM, Fixed Fees
CAPACUITY LLC 300 International Parkway, Suite 350 Lake Mary, FL, 32746	297679	$5,607,007,725	113	A Percentage of AUM, Fixed Fees, Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER)
ADVUS FINANCIAL PARTNERS, LLC 1525 International Parkway, Suite 2071 Lake Mary, FL, 32746	311990	$2,287,801,345	1042	A Percentage of AUM, Hourly charges, Fixed Fees
JACKSON WEALTH MANAGEMENT, LLC 755 Primera Blvd, Suite 1001 Lake Mary, FL, 32746	147642	$692,100,000	2800	A Percentage of AUM, Hourly charges
SHARIAPORTFOLIO, INC. 1331 S. International Parkway, Suite 2291 Lake Mary, FL, 32746	173937	$447,103,420	1778	A Percentage of AUM, Performance Based
COLLABORATIVE WEALTH 972 International Parkway, Lake Mary, FL, 32746	142106	$390,123,432	1497	A Percentage of AUM, Hourly charges, Fixed Fees
FAMILYWEALTH 255 Primera Blvd, Suite 160 Lake Mary, FL, 32746	289193	$263,329,287	606	A Percentage of AUM, Fixed Fees
ROBO ADVISOR, INC. 255 Primera Boulevard, Suite 160 Lake Mary, FL, 32746-2168	155976	$0	0	A Percentage of AUM, Hourly charges, Other (SUBSCRIPTION FEE AS A FLAT TRADING FEE.)

Select other cities around Lake Mary, Florida to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Lake Mary, Florida

How To Find The Best Financial Advisors in Lake Mary, FloridaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Lake Mary, Florida

Steven Hartman

Privada Wealth Management

Address

McDonough Capital Management

Address

Top Financial Advisor Firms in Lake Mary, Florida (Ranked by AUM)

Select other cities around Lake Mary, Florida to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Lake Mary, Florida
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy