Top 10 Financial Advisors in Orlando, FL

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Even though Moisand Fitzgerald Tamayo requires an account minimum of $1 million, it serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit sharing plans and charities. The fee-only firm, however, also accepts smaller accounts based on discretion.

Whether you’re looking to build an investment portfolio for just yourself or for your entire family, Moisand Fitzgerald Tamayo says it can help you. The firm offers wealth management services and financial planning advice in five primary areas: risk management, investments, taxes, retirement and estate planning.

Once you’ve identified your risk tolerance, Moisand Fitzgerald Tamayo can begin crafting an investment plan. Throughout this process, the firm says it strives to educate clients - especially those who aren’t as well-versed in the financial field - on what strategies they can implement to maximize returns and minimize risks in their specific situation.

Moisand Fitzgerald Tamayo invests its clients’ assets in mutual funds and exchange-traded funds (ETFs), among other investment products. It believes that these investments enable strong diversification, while giving investors the ability to sell when beneficial.

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Summit Wealth Partners, LLC is a fee-based financial advisor firm that serves both non-high-net-worth and high-net-worth individuals. Institutional clients include businesses and retirement plans.

The firm says in its Form ADV that it generally seeks to work with clients who have at least $1 million in investable assets.

Summit Wealth Partners typically works with individuals, private businesses and charitable organizations. Its services include investment management, financial planning, tax mitigation, retirement planning, estate and trust creation and charitable giving.

Many of Summit Wealth Partners’ investment decisions are based on research tools created by Morningstar, BlackRock, Bloomberg and others. Summit Wealth Partners believes these services are integral to choosing well-diversified investments with strong asset allocations.

The firm focuses on investing your assets in areas with low trading costs and associated taxes. Typically, it uses ETFs, exchange-traded notes (ETNs), pooled investment funds and passively managed mutual funds.

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AllGen Financial Advisors, Inc. is a fee-based financial advisor firm that serves primarily non-high-net-worth and high-net-worth individuals, as well as charities and businesses. 

The firm does not require a minimum investment to open an account.

Some of the advisors at this firm are also licensed insurance agents, meaning they can earn commissions from the sale of specific insurance products to clients. AllGen is a fiduciary, though, legally requiring it to always act in your best financial interest.

AllGen’s name comes from the firm’s commitment to offering services to “all generations.” The firm’s services include retirement and higher education savings plans and planning to pay off debt.

AllGen Financial Advisors takes into account your financial objectives, time horizon and risk tolerance when building your investment portfolio. AllGen will ask you to choose between aggressive, moderately aggressive, moderate, moderately conservative and conservative risk-tolerance profiles.

Diversification is a major factor in determining how your funds will be allocated to help you achieve your pre-specified goals. The firm primarily invests its clients’ assets in various stocks, mutual funds, bonds and exchange-traded funds (ETFs). AllGen routinely rebalances portfolios to ensure they remain within their targeted asset allocation.

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Blacktower Financial Management is a fee-based firm that serves both high-net-worth and non-high-net-worth individuals.

The firm charges separate fees for planning services, which do not include asset management or other additional services. Clients agree to a flat fee, not exceeding $5,000, before any work begins.

According to its brochure, Blacktower's advisory services and programs are offered by independent contractors who are affiliated as advisory representatives.

Because some of these representatives can sell insurance and offer other services on a commission basis, the firm is considered fee-based. Despite the potential conflict of interest that commissions can create, Blacktower is a fiduciary and must act in its client's best interests.

The firm says in its brochure that its main goal is to build diversified portfolios for clients by using professionally managed funds. These portfolios typically include investments in stocks, bonds and sometimes alternative assets, depending on each investor’s risk tolerance and long- or short-term goals. The aim is to create a balanced approach that fits each client’s needs.

Advisory representatives decide which investments to include in a client’s portfolio based on their own research. They use information from news sources, fund materials, software tools and industry research.

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Stonebridge Financial Planning Group (SFPG) is a fee-based financial advisor firm that specializes in investment management, tax preparation and divorce planning. The firm works with high-net-worth and non-high-net-worth individuals, as well as retirement plans, charities and businesses. 

In addition to portfolio management services, the firm offers a wide variety of stand-alone financial planning services. Your financial plan can address several areas such as tax preparation, divorce planning, retirement savings and overall estate management.

A household minimum of $300,000 in advisory accounts is generally required, though the firm may waive this requirement at its discretion.

Some of the on-staff advisors at this firm can earn commissions from securities trades or insurance sales. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in clients' best interests at all times.

SFPG seeks to construct and manage portfolios that adhere to your individual profile. In turn, it takes personal factors like investment goals and risk profile into consideration. 

The firm generally provides investment advice on stocks, bonds, certificates of deposit (CDs), mutual funds and variable insurance products. But if deemed appropriate to your situation, the firm may also allocate assets among alternative investments such as real estate and commodities.

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Elevation Advisory Partners is a fee-only firm that serves non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, businesses and variable annuities.

The firm charges a fixed fee for financial planning and consulting services ranging from $500 to $5,000.

Elevation offers different investment strategies based on each client’s goals and risk tolerance. One strategy focuses on long-term investing, which aims to hold investments for more than one year. In some cases, the firm may also sell a fund earlier and rebalancing may lead to changes in the portfolio.

For clients who want income with less risk, the firm may use a short-term trading strategy. This involves buying securities that mature in five years or less. The goal is to generate income while keeping the portfolio more stable and less sensitive to interest rate changes.

The firm uses bonds, bond funds, index funds and ETFs to diversify and manage risk. Investment choices are based on both financial analysis and market trends.

In some cases, the firm may recommend alternative investments, such as hedge funds, private equity, or real estate trusts. These are higher-risk options meant for experienced investors who meet certain income or asset requirements. They may involve less liquidity, more volatility, and higher fees. These investments are only suggested when appropriate for the client’s overall financial plan.

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Oxford Wealth helps individuals and high-net-worth individuals create investments strategies suitable for their goals and objectives.

Investment advisor representatives (IAR) of Oxford Wealth are also licensed insurance agents. That presents a conflict of interest because they create an incentive to make recommendations for the purchase or sale of insurance products based upon the amount of compensation an IAR can receive rather than based upon your needs. However, as a fiduciary, Oxford is obligated to act in its clients' best interest, at all times.

Most client assets are placed in a model that includes such asset classes as equities, both domestic and international, exchange-traded funds, mutual funds, fixed income, REITs and commodities, among others. Oxford Wealth generally relies on sub-advisers or platform providers to implement the models.

The uses a range of securities in pursuit of clients' goals, including:

• Exchange listed securities and over-the-counter traded securities
• Mutual funds
• Exchange-traded fund shares
• Commodities
• Money market funds and other cash instruments

The firm also advises on other securities, such as these fixed-income products:

• Certificates of deposit
• Corporate debt
• Municipal bonds
• Governmental securities

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McDonough Capital Management (MCM) is a fee-based firm that serves both non-high-net-worth and high-net-worth individuals, as well as corporations. 

Clients engaging in investment planning services will be charged a percentage of assets under management. This fee is negotiable for portfolio sizes over $5 million and can range between 1% and 1.5% for smaller balances. Financial planning services will typically cost $250 per hour.

Some of the advisors at this firm are also licensed insurance agents, meaning they can earn commissions from the sale of specific insurance products, such as annuities, to clients. MCM is a fiduciary, though, legally requiring it to always act in your best financial interest.

MCM takes into account your financial objectives, time horizon and risk tolerance when building your investment portfolio. When putting together a portfolio strategy, MCM uses a combination of charting, fundamental analysis, technical analysis and cyclical analysis.

Its primary investment strategy is active trend-following and tactical asset allocation. This means that we use actively and passively managed equities, like stocks, mutual funds, as well as ETFs to invest in areas where we believe there are greater opportunities to make a difference based on market conditions and trend analysis.

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Value Financial Advisers (VFA) is a fee-based firm that works with both non-high-net-worth and high-net-worth individuals.

The firm says in its brochure that may invest client portfolios in stocks, bonds, ETFs, ETNs, mutual funds, options and money market funds.

VFA requires a $100,000 minimum for a managed account, but this requirement may be negotiable if the client plans to reach that amount later on.

The firm follows a long-term strategy of purchasing securities at fair or low prices. VFA says that it does not use computer models or market-timing systems.

VFA works with investment adviser representatives (IARs) who can receive commissions and other compensation for selling insurance and offering other services.

Despite this potential conflict of interest that commissions can create, the firm still upholds a fiduciary duty, and clients may choose whether to buy or skip out on investment products.

Yandell Investments is a fee-only firm that serves high-net-worth and non-high-net-worth individuals, as well as charities and businesses.

The firm generally requires a $25,000 account minimum but may waive it based on discretion. According to Yandell’s brochure, clients may be able to combine household accounts to meet the minimum.

Yandell works mainlywith retail investors. Advisors at the firm choose the methods they think are best when reviewing investment options. The firm does not follow one set approach.

Advisors at the firm may use strategies such as dollar cost averaging, asset allocation, technical analysis and fundamental analysis to develop specific strategies for client portfolios. The choice of method depends on the advisor and the needs of the client. These strategies involve risk and do not guarantee results.

Yandell may also use resources like prospectuses, sales materials, sponsor presentations, financial publications and research tools. These sources help guide investment decisions, but the firm says that no single source is relied on by itself.