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Find The Best Financial Advisors in Maitland, 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 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 The Best Financial Advisors in Maitland, Florida
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Maitland, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 12 non-vetted financial advisors in Maitland, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Maitland, Florida have an average of 28 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 Maitland, Florida

Steven Hartman

Privada Wealth Management

321-280-9081

Address

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

Stephen Colavito

SB Advisory

404-313-1388

Address

Orlando Office,
507 West Canton Ave,
Winter Park, FL 32789 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1900 Summit Tower Boulevard,
Suite 230,
Orlando, FL 32810 See Details

McDonough Capital Management

407-248-9647

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

4865 North Wickham Road,
Suite 108,
Melbourne, FL 32940 See Details

Meredith Freeman

Accurate Advisory Group

917-502-0936

Address

2211 Ashley Oaks Circle,
Wesley Chapel, FL 33544 See Details

Top Financial Advisor Firms in Maitland, 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	$3,307,577,140	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	$2,627,135,000	1	A percentage of AUM
ALTERNATIVE INVESTMENT ADVISORS, LLC 698 North Maitland Avenue, Suite 101 Maitland, FL, 32751	160108	$296,441,242	2716	A percentage of AUM, Hourly charges, Fixed fees
CARPENTER, CLAYDON ADVISORS, INC. 557 N. Wymore Road, Suite 201 Maitland, FL, 32751	143516	$266,629,139	420	A percentage of AUM, Hourly charges, Fixed fees
DELTA CAPITAL MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 201 Maitland, FL, 32751	128350	$220,000,000	125	A percentage of AUM
RD LEWIS WEALTH MANAGEMENT 253 North Orlando Avenue, Suite 302 Maitland, FL, 32751	156073	$183,826,112	750	A percentage of AUM, Hourly charges
DELTA ADVISORY GROUP, INC. 696 N Maitland Avenue, Maitland, FL, 32751	105966	$174,006,935	892	A percentage of AUM, Hourly charges
CRAMER & RAUCHEGGER, INC. 800 N. Maitland Avenue, Ste. 204 Maitland, FL, 32751	164784	$164,358,539	469	A percentage of AUM, Fixed fees, Other (TRUST MANAGEMENT FEE)
AEGIS WEALTH MANAGEMENT, LLC 698 N. Maitland Avenue, Suite 102 Maitland, FL, 32751	199511	$160,766,736	477	Fixed fees
IRONCLAD INVESTMENTS LLC 190 Independence Lane, Suite 2d Maitland, FL, 32751	154872	$158,307,169	1	A percentage of AUM
FELLOWSHIP FINANCIAL GROUP 630 N Wymore Road, #304 Maitland, FL, 32751	154103	$151,844,183	973	A percentage of AUM, Hourly charges, Other (THIRD PARTY ADVISOR FEES)
DORMAN FINANCIAL MANAGEMENT, P.A. 557 N. Wymore Road, Suite 201 Maitland, FL, 32751	136881	$147,802,769	752	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Maitland, Florida

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

List of Qualified Financial Advisors in Maitland, Florida

Steven Hartman

Privada Wealth Management

Address

Stephen Colavito

SB Advisory

Address

Edelman Financial Engines, LLC

Address

McDonough Capital Management

Address

Edelman Financial Engines, LLC

Address

Meredith Freeman

Accurate Advisory Group

Address

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

Select other cities around Maitland, 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 Maitland, Florida
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy