Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Orlando, Florida, the third largest metropolitan area in Florida, is one of the most visited cities in the world. There are many conference centers, events and over a dozen theme parks situated in this city, bringing it to the top of the list for world travelers. Though, you might not have to travel far if you're searching for a financial advisor. There are over 1200 financial advisors to choose from, and, with a cost of living 5% lower than the national average, you may want to find one that knows the specific tax implications and investment strategies to grow your financial opportunities. This task may seem overwhelming at first, but at WiserAdvisor, our mission is to connect people like you to vetted, experienced, fiduciary financial advisors that work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Orlando, Florida.
Orlando
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Orlando,
Florida
have an average of
32
years of experience.
NOTE: The list of vetted financial
advisors in
Orlando,
Florida
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Orlando, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
|
Steven Hartman
AAMS®, AIF® PRIVADA WEALTH MANAGEMENT 549 North Wymore Road, Suite 208, Maitland, FL 32751 |
32 Years | $120,000,000 | $500,000 | Fee-Based |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Based |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1900 Summit Tower Boulevard,
Suite 230,
Orlando,
FL
32810
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
549 North Wymore Road,
Suite 208,
Maitland,
FL
32751
Phone Number
321-280-9081
Stephen (Steve) Hartman, Sr. joined Privada Wealth Management in 2017 and has been a Registered Representative and Investment Advisor Representative since 1989. He joined J.W. Cole Financial, Inc. in August of 2015. Prior to his association with J.W. Cole, Mr. Hartman was registered with SWS Financial, Bank of America Private Client Group and Chubb Securities. Mr. Hartman holds a Series 7-General Securities License, and has successfully completed the Series 63-Uniform Securities Agent Law Exam and the Series 65-Uniform Investment Advisor Law Exam. He is currently licensed in 12 states. In addition, he has the Life and Health Insurance and Variable Annuities license through the State of Florida. FINRA and the State of Florida have continuing education requirements in order to maintain these licenses. He graduated from the University of Central Florida (B.S.B.A - Finance) and the Graduate School of Bank Management at the University of Virginia. He has been active in the Lambda Chi Alpha Alumni Association, the UCF Golden Knights Club, and his neighborhood homeowner association and Board of Directors. Although living in Central Florida for nearly all his life, Mr. Hartman is an avid Pittsburgh Steelers fan, since being born there. In his spare time, he enjoys traveling, golf, tennis and boating, and his two children and four grandchildren. Having been licensed for over 30 years, Mr. Hartman has witnessed and experienced a vast array of economic conditions and scenarios, as well as a diverse group of clients with their various goals and objectives. It is these experiences and knowledge, coupled with the technology and opportunities in today's marketplace offered thru Privada Wealth Management and J.W. Cole Financial, that make him uniquely qualified to assist his clients with their financial lives.
At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.
Advisory Services Provided:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4865 North Wickham Road,
Suite 108,
Melbourne,
FL
32940
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Based
Office Location
10150 Highland Manor Drive, Suite 200-232,
Tampa,
FL
33610
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 13 | 33 | $6,231,897,911 | A percentage of AUM |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
111 North Orange Avenue, Suite 1000, Orlando, FL 32801 |
128 | 8359 | $2,212,521,886 | A percentage of AUM, Hourly charges, Fixed fees |
| 25 | 852 | $1,028,555,365 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 8 | 1 | $1,013,147,000 | A percentage of AUM, Performance Based |
|
| 4 | 10 | $795,623,108 | A percentage of AUM |
|
| 5 | 48 | $729,664,949 | A percentage of AUM, Fixed fees |
|
| 19 | 2167 | $629,505,333 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 17 | 2312 | $352,356,607 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 5 | 239 | $319,740,017 | A percentage of AUM, Hourly charges |
|
| 21 | 1662 | $303,128,794 | A percentage of AUM |
|
| 9 | 634 | $219,821,100 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 12 | 987 | $205,795,570 | A percentage of AUM, Fixed fees |
|
| 8 | 8 | $200,944,057 | A percentage of AUM, Performance Based |
|
| 12 | 1190 | $198,868,022 | A percentage of AUM, Fixed fees |
|
| 31 | 317 | $183,238,000 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS) |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
