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 Ormond Beach is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Ormond Beach & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Ormond Beach, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 3 non-vetted financial advisors in Ormond Beach, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Ormond Beach, Florida have an average of 32 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
COMPASS FINANCIAL ADVISORY SERVICES, LLC 880 Airport Road, Suite 112a, Ormond Beach, FL, 32174 | 316843 | $354,000,355 | 886 | A percentage of AUM, Fixed fees |
HOLLAND ADVISORY SERVICES, INC. 700 West Granada Boulevard, Ormond Beach, FL, 32174-9036 | 136302 | $263,528,675 | 1024 | A percentage of AUM, Hourly charges, Fixed fees |
PLAN TO PROSPER WEALTH MANAGEMENT 595 W. Granada Boulevard, Suite K Ormond Beach, FL, 32174 | 327660 | $149,121,483 | 1030 | A percentage of AUM |
Your Information is Safe and Secure