What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Orlando, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Orlando, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Christopher Cannon
CFA®
FirsTrust, LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations
Daniel Brownsberger
CIMA®
FirsTrust, LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust, LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Daytona Beach, FL, serving clients locally and across the country
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Winter Park, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Jeffrey George
CFA®, CEPA
Tao Financial
Orlando, FL
Specialties: Investment Management, Comprehensive Financial Planning, Tax & Estate Planning Strategies, Retirement Income Planning, Business Financial Planning, Custom 401(k) and Pension Plans, Business Exit Planning, Executive Deferred Compensation Plans
Fee-Only financial planner located in Orlando, FL, serving clients across the country
Trishul Patel
CFP®, MBA
Investing Forever Advisory
West Palm Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Analysis, Estate Planning, Tax Planning
Wealth management made simple. 100% Virtual, Fee-Only financial planner located in West Palm Beach, Florida serving clients locally and across the country.
Jeffrey Nielson
CFP®
Avenues Wealth
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Orlando, FL, serving clients locally and across the country
Ron Tamayo
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Audrey Jones
CFP®
Financial Life Designs LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee Only Financial Planner Serving the Entire Orlando, FL Area
Derrick Chandler
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Charles Fitzgerald
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Dan Moisand
CFP®
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
We are “A Sanctuary from the Noise®” and do not subject clients to useless information or clutter their financial thinking. We provide truly independent, objective, expert financial planning and wealth management to a select group of families around the U.S. We have 11 offices throughout Florida and one in Dallas, Texas.
Melissa Walsh
CFA®, CFP®, AIF®
Clarity Financial Design LLC
Winter Park, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We help women across the country dream big, plan carefully, and stay focused on their financial purpose so that they can walk their path with clarity.
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Sean Gerlin
CFP®, ChFC®, CLU®
Envision Wealth Planners
Maitland, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Efficiency and Planning, Private Equity Investing, Estate Planning
Fee-Only financial planner located in Maitland, FL, serving clients locally and across the country
Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
FirsTrust, LLC
Orlando, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Orlando, FL
Specialties: Retirement Income Planning, Tax Planning and Advice, Investment Management, Estate Planning, Insurance and Risk Management
“A Sanctuary from the Noise®." We are fee-only financial advisors in Orlando, Melbourne and Tampa, Florida that provide truly independent, objective, expert financial planning and wealth management to a select group of families around the U.S.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
