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Advisers in Winter Park, FL

27 advisers in Winter Park — 27 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (21)Hourly fees (16)Flat / fixed fees (12)Retirement plan consulting (6)

All advisers

55 North Private Wealth268 W New England Avenue · Winter Park, FL 32789 · (407) 960-4769 · Financial planningCRD 325325 · % of assets · $581.3 million AUMSEC registeredNo commissions reportedAdvus Financial Partners, LLC631 W. Morse Blvd., Suite 115 · Winter Park, FL 32789 · (407) 585-1160 · Financial planningCRD 311990 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedAlphaq Advisors941 W. Morse Blvd., Suite 100 · Winter Park, FL 32789 · (407) 982-4550 · Financial planningCRD 141006 · % of assets, Hourly charges · $90.6 million AUMSEC registeredNo commissions reportedAltior Capital480 N. Orlando Avenue, Suite 236 · Winter Park, FL 32789 · (321) 335-2555 · % of assets managedCRD 316734 · % of assets · $45.6 million AUMState registeredNo commissions reportedAmerican Financial Advisors INC1031 W Morse Blvd., Ste. 110 · Winter Park, FL 32789 · (407) 207-9006 · Financial planningCRD 108530 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedAvenues Wealth, LLC311 W. Fairbanks Avenue, Suite 201 · Winter Park, FL 32789 · (407) 898-3181 · Financial planningCRD 290433 · % of assets, Hourly charges, Fixed fees · $81.5 million AUMState registeredNo commissions reportedBarr Financial Services, LLC2160 North Park Avenue · Winter Park, FL 32789 · (407) 622-0018 · Financial planningCRD 125444 · % of assets, Hourly charges, Fixed fees · $269.2 million AUMSEC registeredNo commissions reportedDeprince, Race & Zollo, INC.250 Park Avenue South, Suite 250 · Winter Park, FL 32789 · (407) 420-9903 · % of assets managedCRD 112099 · % of assets, Performance-based fees · $5.9 billion AUMSEC registeredNo commissions reportedDobson Street LLC1531 Aloma Avenue · Winter Park, FL 32789 · (407) 765-5446 · Financial planningCRD 289509 · % of assets, Hourly charges · $8.5 million AUMState registeredNo commissions reportedEdwards Financial Services5494 Lake Howell Rd · Winter Park, FL 32792 · (407) 678-9400 · Financial planningCRD 150517 · % of assets · $69.0 million AUMState registeredNo commissions reported
Financial Advisory Partners, LLC1201 S. Orlando Avenue, Suite 350 · Winter Park, FL 32789 · (407) 478-6314 · Financial planningCRD 310914 · % of assets, Hourly charges, Fixed fees · $377.8 million AUMSEC registeredNo commissions reportedFinancial Harvest Wealth Advisors1091 West Morse Boulevard, Suite 200 · Winter Park, FL 32789 · (407) 937-0707 · Financial planningCRD 148271 · % of assets, Hourly charges, Fixed fees · $557.4 million AUMSEC registeredNo commissions reportedFortress Wealth Group1099 W Morse Blvd · Winter Park, FL 32789 · (407) 999-8998 · Financial planningCRD 308968 · % of assets, Hourly charges, Fixed fees · $439.1 million AUMSEC registeredNo commissions reportedGreen Vista Asset Management LLC222 N. Park Avenue · Winter Park, FL 32789 · (407) 878-1215 · Financial planningCRD 296855 · % of assets, Hourly charges · $16.2 million AUMState registeredNo commissions reportedHorizon Wealth Group, LLC1415 Gene St · Winter Park, FL 32789 · (407) 577-3818 · % of assets managedCRD 318936 · % of assets · $19.2 million AUMState registeredNo commissions reportedLakeshore Advisors238 N. Park Avenue · Winter Park, FL 32789 · (321) 464-5122 · Financial planningCRD 329497 · % of assets, Hourly charges · $80.8 million AUMState registeredNo commissions reportedLyons Investment Management280 W Canton Ave, Suite 430 · Winter Park, FL 32789 · (386) 775-1177 · % of assets managedCRD 166788 · % of assets, Performance-based fees · $73.1 million AUMSEC registeredNo commissions reportedLyons Wealth Management280 W. Canton Ave Ste 430 · Winter Park, FL 32789 · (407) 951-8710 · Financial planningCRD 150581 · % of assets, Performance-based fees · $109.1 million AUMSEC registeredNo commissions reportedMariner Institutional, LLC531 W Morse Blvd, Suite 200 · Winter Park, FL 32789 · (844) 442-6326 · Hourly feesCRD 111964 · % of assets, Hourly charges, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedMatthias Private Wealth, LLC700 West Morse Boulevard, Suite 201 · Winter Park, FL 32789 · (407) 691-3300 · Financial planningCRD 289761 · % of assets, Hourly charges, Fixed fees · $242.8 million AUMSEC registeredNo commissions reportedMeeks Capital LLC1964 Howell Branch Road, Suite 109 · Winter Park, FL 32792 · (407) 494-5439 · Financial planningCRD 298773 · % of assets, Hourly charges, Fixed fees · $28.6 million AUMState registeredNo commissions reportedPonta Wealth Partners, LLC300 Garfield Ave, Suite 200 · Winter Park, FL 32789 · (407) 490-4820 · Financial planningCRD 330058 · % of assets · $214.3 million AUMSEC registeredNo commissions reportedRivertree Advisors, LLC941 West Morse Boulevard, Suite 100 · Winter Park, FL 32789 · (407) 599-1104 · Financial planningCRD 168065 · % of assets · $184.4 million AUMSEC registeredNo commissions reportedSandhill Wealth Management, INC.831 West Morse Blvd · Winter Park, FL 32789 · (321) 662-9270 · % of assets managedCRD 291649 · % of assets · $118.5 million AUMSEC registeredNo commissions reportedSpraker West Wealth Management, INC334 W. Morse Blvd. · Winter Park, FL 32789 · (407) 478-7899 · Financial planningCRD 147075 · % of assets, Hourly charges, Fixed fees · $265.3 million AUMSEC registeredNo commissions reportedToro Financial Advisors2335 Temple Trail, Suite 5 · Winter Park, FL 32789 · (321) 229-2268 · Financial planningCRD 332084 · % of assets, Hourly charges, Other · $4.3 million AUMState registeredNo commissions reportedTrillium Wealth LLC230 S New York Ave, Suite 200 · Winter Park, FL 32789 · (321) 295-8492 · Financial planningCRD 341186 · % of assets, Fixed fees · $544.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Winter Park? 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.