Fee-Only Financial Advisors in Orlando, FL

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

Tommy Lucas

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

Fee-Only financial planner located in Orlando, FL, serving clients locally and 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.

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

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

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.

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

Charles Fitzgerald

CFP®

Moisand Fitzgerald Tamayo, LLC

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

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

Mike Salmon

CFP®, EA

Moisand Fitzgerald Tamayo, 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

Ron Tamayo

CFP®, EA

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Retirement Income Planning, Investment Management, Tax Planning

Fee-Only Financial Planner Located in Orlando and serving clients nationwide

Michael Koenig

CFP®

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

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, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Sean Gerlin

CFP®, ChFC®, CLU®

Envision Wealth Planners

Maitland, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Maitland, FL, serving clients locally and across the country

Dan Moisand

CFP®

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Fee Only Financial Advisor Serving Melbourne, FL, Orlando, FL and Clients Nationwide

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.

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

Derrick Chandler

CFP®

Moisand Fitzgerald Tamayo, LLC

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

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

Christopher Dale

CFP®

Life After Grief Financial Planning

Orlando, FL

Pat Green

CFP®

CGN Advisors, LLC

Brooksville, FL

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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)

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