Find a financial advisor in Orlando, FL

Find financial advisors in Orlando, FL

Find financial advisors in Orlando, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Find financial advisors in Orlando, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Orlando, FL

Clients agree: these Orlando financial advisors are highly rated for knowledge, experience, communication, and more.
One Stop Taxes & Financial Services

One Stop Taxes & Financial Services

5.0(1)
Offers online services
9+ years in business
Serves Orlando, FL
Mike A. says, "Jennica is super efficient and easy to talk too. She helped me and educated me at the same time. Definitely a professional worth her weight!" Read more
The REAP Companies

The REAP Companies

New on Thervo
Offers online services
2 hires on Thervo
20+ years in business
Serves Orlando, FL
Truly multi-disciplinary firm with dedicated professionals in estate planning, income planning, wealth management & tax planning. Specializing in retirement planning, my main goal each and every day is to help families reach their retirement financial goals. I am a diligent educator of the retirement process. I believe in taking the extra time and care needed to educate my clients and help them understand this process and the solutions presented to help navigate their biggestretirement hurdles with ease. Whether helping with healthcare, to opening up guaranteed income streams, I go above and beyond – to find the best strategy for each client,...
George Prytula, III CPA, PLLC

George Prytula, III CPA, PLLC

5.0(2)
Offers online services
4 hires on Thervo
46+ years in business
Serves Orlando, FL
Glee K. says, "Professional and knowledgable with our industry." Read more
AVR ACCOUNTING SERVICES

AVR ACCOUNTING SERVICES

New on Thervo
Offers online services
6+ years in business
Serves Orlando, FL
Accountant with more than 20 years of experience in the accounting and tax industry have excellent attention to detail, critical thinking skills, and strong communication skills.
Family Legacy Builders Insurance & Financial Services

Family Legacy Builders Insurance & Financial Services

5.0(1)
Offers online services
1 hire on Thervo
39+ years in business
Serves Orlando, FL
David S. says, "Professional and very experienced." Read more
Joel R Medina CPA - KMG CPA, LLC

Joel R Medina CPA - KMG CPA, LLC

5.0(1)
Offers online services
2 hires on Thervo
8+ years in business
Serves Orlando, FL
Gerard K. says, "Efficient and very knowledgeable. " Read more
Impact Notary And Tax Solution LLC

Impact Notary And Tax Solution LLC

New on Thervo
Offers online services
4+ years in business
Serves Orlando, FL
Hello there! I'm Melinda I'm a seasoned accountant with a passion for helping businesses and individuals thrive financially. With a wealth of expertise in managing financial records, preparing tax returns, and providing strategic financial guidance, I'm here to elevate your business to new heights. 💼 Services Offered: Comprehensive Bookkeeping Financial Analysis and Reporting Business Consultation 🔒 Why Choose Me? I understand that each business is unique, and I tailor my services to suit your specific needs. From navigating complex tax codes to streamlining your financial processes, I'm dedicated to ensuring your financial success. 🤝 L
Florida Small Business Consultants Inc/ Lake County Tax Pro

Florida Small Business Consultants Inc/ Lake County Tax Pro

5.0(2)
Offers online services
3 hires on Thervo
4+ years in business
Serves Orlando, FL
David L. says, "Not only did she take care of setting up everything I needed,. She made sure everything was in order and produced in a timely manner she thought of the things that I hadn't considered. Marketing for example" Read more
Trusty Tax Services

Trusty Tax Services

New on Thervo
Offers online services
11+ years in business
Serves Orlando, FL
I offer a custom service adapted to each individual client. I am very detailed and my purpose is to give a dedicated service to walk with the client not only to prepare their income tax but to plan for the future in terms of saving in taxes I love to work with different kind of people, teach them and guide them to make the best choice for their future. I am so maternal with my service becuase I care about my clients and their wellness
ALCAccounting Services

ALCAccounting Services

New on Thervo
Offers online services
Serves Orlando, FL
You will received all credits allows due to you. I am a certify Tax prepares register with the IRS. I love accounting it is my pacion. I am retire but I can't stop working

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Orlando financial advisors

Recent success stories from people in the Orlando area.
Gary C.
George Prytula, III CPA, PLLC
Walt M.
Very detail oriented and punctual. Able to think outside the box.
Florida Small Business Consultants Inc/ Lake County Tax Pro
Shawn T.
Shavard is simply one of the best in the business! I’ve worked with Branam & associations for several years and I can truly attest to the excellent service that he and his team provide. Shavard is extremely knowledgeable and professional about his work and goes over and beyond to ensure that my needs are met. He recently checked in with me and gave me some life-changing advice that really blessed my family. I am forever grateful for all that he has done for me and my family from our initial meeting. Shavard truly cares for his clients and seeks to build and maintain personal relationships even while doing business and providing top tier services! I consider him a friend and a financial advisor!
BRANAM & ASSOCIATES, LLC
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Orlando financial advisors by service