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Find Best Financial Advisors in Maitland, 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!

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

How To Find Best Financial Advisors & Planners in Maitland?

Looking for a qualified financial advisor in Maitland? We can help you by narrowing down your options & listing the best financial advisors in Maitland as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Maitland near you with the list of certified and vetted Maitland financial advisors.

List of Qualified Financial Advisors in Maitland, Florida

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

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Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407-422-2423

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 230

Orlando, FL 32810

321-207-9017

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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

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McDonough Capital Management

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819

407-248-9647

Top Financial Advisor Firms in Florida (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
FIDUCIARY FIRST
1060 Maitland Center Commons, Suite 360 Maitland, FL 32751
150330 $3,868,052,294 99 A percentage of AUM
Hourly charges
Fixed fees
Other (VALUE OF PLAN ASSETS)
TIMOTHY PARTNERS, LTD.
1055 Maitland Center Commons, Maitland, FL 32751
41835 $2,031,012,165 1 A percentage of AUM
ALTERNATIVE INVESTMENT ADVISORS, LLC
698 North Maitland Avenue, Suite 101 Maitland, FL 32751
160108 $246,652,986 2026 A percentage of AUM
Hourly charges
Fixed fees
SPRAKER WEST WEALTH MANAGEMENT, INC
543 N. Wymore Rd., Suite 104 Maitland, FL 32751
147075 $236,367,581 405 A percentage of AUM
Hourly charges
Fixed fees
DELTA CAPITAL MANAGEMENT, LLC
698 N. Maitland Avenue, Suite 201 Maitland, FL 32751
128350 $212,237,614 829 A percentage of AUM
Hourly charges
CARPENTER, CLAYDON ADVISORS, INC.
557 N. Wymore Road, Suite 201 Maitland, FL 32751
143516 $203,001,126 370 A percentage of AUM
Hourly charges
Fixed fees
AEGIS WEALTH MANAGEMENT, LLC
698 N. Maitland Avenue, Suite 102 Maitland, FL 32751
199511 $169,768,251 382 A percentage of AUM
Hourly charges
Fixed fees
DORMAN FINANCIAL MANAGEMENT, P.A.
557 N. Wymore Road, Suite 201 Maitland, FL 32751
136881 $161,243,565 833 A percentage of AUM
Fixed fees
IRONCLAD INVESTMENTS LLC
190 Independence Lane, Suite 2d Maitland, FL 32751
154872 $98,766,731 1 A percentage of AUM

Additional Financial Advisors in Florida

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Stewart, Stewart & Associates
Inquire with Stewart,
217 S Swoope Ave, Maitland, FL 32751 407-849-1123
Bryan Stewart
Inquire with Bryan
217 S Swoope Ave, Maitland, FL 32751 407-849-1123
Sharon Combs, New York Life
Inquire with Sharon
495 N Keller Rd, Ste 150 Maitland, FL 32751 321-689-3349
Value Sheild Capital Strategies
Inquire with Value
1390 Hope Road, Suite 200 Maitland, FL 32751 407-628-8130
Synergy Wealth Alliance
Inquire with Synergy
485 North Keller Road, Suite 444 Maitland, FL 32751 321-203-4458
Merit Financial Advisors
Inquire with Merit
1060 Maitland Center Commons, Suite 360 Maitland, FL 32751 407-661-1225
Crossover Point Advisors
Inquire with Crossover
2600 Maitland Center Parkway, Suite 340 Maitland, FL 32751 407-663-5020
Lanzhen Zhuang
Inquire with Lanzhen
2208 Flager Promenade Way, Apt 402 Maitland, FL 32751 240-654-5856
Vipul Patel
Inquire with Vipul
301 S. Orlando Ave, 2nd Floor Maitland, FL 32751 321-663-0548
Elizabeth L Stewart
Inquire with Elizabeth
217 S Swoope Ave, Maitland, FL 32751 407-849-1123

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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