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Find The Best Financial Advisors in Lake Mary, Florida
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!
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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 5 vetted financial advisors and 8 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 27 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
404-313-1388
Top Financial Advisor Firms in Lake Mary, Florida(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| CAPACUITY LLC 300 International Parkway, Suite 350 Lake Mary, FL, 32746 | 297679 | $7,423,956,641 | 86 | A percentage of AUM, Fixed fees, Other (FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER) |
| NEWPORT GROUP CONSULTING, LLC 300 Primera Blvd., Suite 200 Lake Mary, FL, 32746 | 140944 | $2,560,003,733 | 706 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| SHARIAPORTFOLIO, INC. 1331 S. International Parkway, Suite 2291 Lake Mary, FL, 32746 | 173937 | $832,278,299 | 1873 | A percentage of AUM, Performance Based |
| JACKSON WEALTH MANAGEMENT, LLC 755 Primera Blvd, Suite 1001 Lake Mary, FL, 32746 | 147642 | $820,900,000 | 2800 | A percentage of AUM, Hourly charges |
| COLLABORATIVE WEALTH 972 International Parkway, Lake Mary, FL, 32746 | 142106 | $564,031,327 | 1810 | A percentage of AUM, Hourly charges, Fixed fees |
| FAMILYWEALTH 255 Primera Blvd, Suite 160 Lake Mary, FL, 32746 | 289193 | $316,315,559 | 584 | A percentage of AUM, Fixed fees |
| QTR FAMILY WEALTH, LLC 605 Crescent Executive Court, Suite 104 Lake Mary, FL, 32746 | 331655 | $107,287,193 | 10 | 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.) |
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