Todd Bauerle

CFP®

Bauerle Financial Inc.

Financial Advisor

Contact Me

Todd Bauerle

CFP®

Bauerle Financial Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Todd Bauerle, CFP®

Contact Me

877-588-5882

Website

Fee-Only Financial Advisor serving clients across the U.S.

Todd Bauerle is a Lake Mary, FL fee-only financial planner. Bauerle Financial Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Todd Bauerle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I am a fee-only, 30-year veteran practitioner managing over $100 million, and I am about more than just money.  At the age of 25, a firsthand disability experience transformed my personal relationship with money and caused me to realize that preeminent financial advising requires a holistic approach, including intangible aspects such as emotional and spiritual issues.  While it is true that money can't buy happiness, the act of giving or a mindset of charity can bring freedom. 

While most other wealth firms focus on high-net worth, our ideal client additionally has a philanthropic disposition.  Combining my professional and personal life experiences, I offer my clients the compassion of a counselor, the sharpness of a coach, and the tenacity of an entrepreneur, along with the expertise of a seasoned financial professional. 

Our mission is to invest our talents, our technology, and our time in our clients so that they are at peace with their material resources ~ we embrace that challenge!

Todd Bauerle is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
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Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Todd Bauerle is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Todd Bauerle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Todd Bauerle

877-588-5882

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Office Locations:

  • 1525 International Parkway
    Ste. 2021
    Lake Mary, FL 32746

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