Fee-OnlyFinder

Advisers in Maitland, FL

11 advisers in Maitland — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (10)Hourly fees (6)Flat / fixed fees (7)% of assets managed (9)

All advisers

Aegis Wealth Management, LLC698 N. Maitland Avenue, Suite 102 · Maitland, FL 32751 · (407) 831-3660 · Flat / fixed feesCRD 199511 · Fixed fees · $190.4 million AUMSEC registeredNo commissions reportedAlternative Investment Advisors, LLC341 N Maitland Avenue, Suite 132 · Maitland, FL 32751 · (407) 261-4242 · Financial planningCRD 160108 · % of assets, Hourly charges, Fixed fees · $385.9 million AUMSEC registeredNo commissions reportedCarpenter, Claydon Advisors, INC.557 N. Wymore Road, Suite 201 · Maitland, FL 32751 · (407) 843-0316 · Financial planningCRD 143516 · % of assets, Hourly charges, Fixed fees · $294.9 million AUMSEC registeredNo commissions reportedCramer & Rauchegger, INC.800 N. Maitland Avenue, Ste. 204 · Maitland, FL 32751 · (407) 645-4433 · Financial planningCRD 164784 · % of assets, Fixed fees, Other · $151.4 million AUMSEC registeredNo commissions reportedDelta Advisory Group, INC.698 N Maitland Avenue, Ste 201 · Maitland, FL 32751 · (407) 331-9213 · Financial planningCRD 105966 · % of assets, Hourly charges · $216.3 million AUMSEC registeredNo commissions reportedDorman Financial Management, P.A.557 N. Wymore Road, Suite 201 · Maitland, FL 32751 · (407) 774-6815 · Financial planningCRD 136881 · % of assets, Fixed fees · $160.6 million AUMSEC registeredNo commissions reportedFellowship Financial Group630 N Wymore Road, #304 · Maitland, FL 32751 · (407) 949-5888 · Financial planningCRD 154103 · % of assets, Hourly charges, Other · $175.9 million AUMSEC registeredNo commissions reportedJp Law and Wealth Advisors PLLC555 Winderley Place, 300 · Maitland, FL 32751 · (407) 990-9468 · Financial planningCRD 314722 · Fixed fees · $201,000 AUMState registeredNo commissions reportedMoss & Company, P.A.150 Spartan Drive, Suite 120 · Maitland, FL 32751 · (407) 478-6400 · Financial planningCRD 142028 · % of assets · $70.0 million AUMState registeredNo commissions reportedRd Lewis Wealth Management253 North Orlando Avenue, Suite 302 · Maitland, FL 32751 · (407) 446-3737 · Financial planningCRD 156073 · % of assets, Hourly charges · $256.8 million AUMSEC registeredNo commissions reportedWealth & Business Planning Group, LLC125 S. Swoope Ave, Suite 109 · Maitland, FL 32751 · (407) 622-6669 · Financial planningCRD 146151 · % of assets, Hourly charges, Fixed fees · $6.0 million AUMState registeredNo commissions reported
Talking to advisers in Maitland? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.