Fee-Only Financial Advisors in Orlando, FL

Moisand Fitzgerald Tamayo, LLC

Lake Mary, FL

Specialties: Tax Planning and Advice specific to your family, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Investment Management, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches, “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Assuring the less financially inclined spouse in your household is well served if widowed

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

Investing Forever Advisory

Port St. Lucie, 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 Port St. Lucie, Florida serving clients locally and across the country.

FirsTrust

Orlando, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.

FirsTrust, LLC

Orlando, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.

Total Financial Planning, LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Federal Employees Retirement System (FERS), Investment Management, Tax Planning

Fiduciary. Fee-Only. Hourly. Trust. Safety. Integrity. Service. Expertise to Rewrite your Future.

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

Oasis Wealth Planning Advisors, LLC

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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.

FirsTrust

Orlando, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.

Financial Life Designs LLC

Lake Mary, FL

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

Fee Only Financial Planner Serving the Entire Orlando, FL Area

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 serving high-income families, business owners, and commercial real estate executives in Central Florida and nationwide.

FirsTrust

Orlando, FL

Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning

Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.

Partnership Financial LLC

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Equity Compensation, Charitable Giving Strategies

Exceptional Service, Every Client Proudly serving businesses, individuals & families since 1996.

Inclinevest Wealth Management

Orlando, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, We consider everything that matters, We help you understand where you stand and what to do next, We look at the full picture and help you make informed financial decisions, Estate & Legacy Planning, Major decisions, Peace of mind so you can sleep better

I help technology, aerospace & defense, and other high-income professionals typically 5–15 years from retirement make smarter decisions about investments, taxes, and wealth, including when they can retire and how much they can spend.

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Retirement Planning, Cash Flow Through Retirement, Tax Planning, Investment Management, Asset Protection, Pre-Retirement Decisions (Rollover, Pension, Social Security)

Dan has been featured as one of America’s top financial planners by at least 10 financial planning publications and is a recognized leader in the financial planning profession. He works primarily with retirees and near retirees.

Oasis Wealth Planning Advisors, LLC

Lake Mary, 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 throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.

Florida Financial Planning

Winter Garden, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategy, Tax Planning, Risk Management, Estate Planning, Cash Flow & Debt Management

Fiduciary Financial Advisor in Orlando, FL for Pre-Retirees & Retirees

Moisand Fitzgerald Tamayo, LLC

Orlando, FL

Specialties: Specializing in comprehensive tax and financial planning tailored specifically for real estate brokers., Providing proactive planning and integrated services to simplify financial management for CRE brokers., Offering expert guidance on S Corp structure setup and optimization for independent contractor brokers., Helping clients minimize self-employment taxes and maximize the Qualified Business Income (QBI) deduction., Delivering customized strategies for cash flow management, asset protection, and long-term financial success., Assisting with retirement plan contributions and tax-efficient investment strategies for real estate professionals., Creating structured processes that reduce surprises and help clients stay focused on income generation., Specializing in financial solutions that address the unique needs and challenges of commercial real estate brokers.

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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.

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

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

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

Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.

Life After Grief Financial Planning

Orlando, FL

Paradox Financial

Montverde, FL