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Top Rated Financial Advisors in Windermere, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Windermere, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Windermere, Florida with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Windermere, Florida near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Rick DiBiasio

Latitudes Financial Strategies
CFP®
Rick DiBiasio, a financial fiduciary, has been a Paladin Registry member since 2021. Rick is the owner of Latitudes Financial Strategies. Rick holds a Certified Financial Planner certification. Rick has over 36 years of experience. Rick provides financial services to clients in the Windermere, Florida area.

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

Brian Puckett

Align Wealth Management
CFP® CPA PFS
Brian Puckett, a financial fiduciary, has been a Paladin Registry member since 2004. Brian is the partner in Align Wealth Management. Brian holds Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications. Brian has over 25 years of experience. Brian provides financial services to clients in the St Petersburg, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Oklahoma
    • Texas

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Charles Schwab

Edward McDonough

McDonough Capital Management
CFP®
Edward McDonough, a financial fiduciary, has been a Paladin Registry member since 2006. Edward is the owner of McDonough Capital Management. Edward holds a Certified Financial Planner certification. Edward has over 33 years of experience. Edward provides financial services to clients in the Orlando, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Investment Products for Commission: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia
  • Insurance Products for Commission: State List
    • Arizona
    • Florida
    • Georgia
    • Maryland
    • New York
    • North Carolina
    • Ohio
    • Tennessee
    • Virginia

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional
  • National Financial Services

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Robert Harwood

Harwood Financial Group
Robert Harwood, a financial fiduciary, has been a Paladin Registry member since 2015. Robert is the owner of Harwood Financial Group. Robert has over 9 years of experience. Robert provides financial services to clients in the Tampa, Florida area.
  • State Licences:
  • Investment Products for Commission: State List
    • Alabama
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Maryland
    • Michigan
    • Minnesota
    • New Hampshire
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • Tennessee
    • Texas
  • Insurance Products for Commission: State List
    • Connecticut
    • Florida
    • Georgia
    • Illinois
    • Michigan
    • North Carolina
    • Texas

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Legal Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Fidelity

David Morgan

R.E.A.P., LLC & REAP in Wealth Management, LLC
CEP™
David Morgan, a financial fiduciary, has been a Paladin Registry member since 2015. David is the owner of R.E.A.P., LLC & REAP in Wealth Management, LLC. David holds a Certified Estate Planner certification. David has over 24 years of experience. David provides financial services to clients in the Flagler Beach, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
  • Investment Products for Commission: State List
    • Florida
    • Georgia
  • Insurance Products for Commission: State List
    • Florida
    • Georgia

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Legal Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • TDAmeritrade Institutional
  • Charles Schwab Institutional
  • ScotTrade Institutional

Michael Franklin

Franklin Legacy Financial, LLC
Michael Franklin, a financial fiduciary, has been a Paladin Registry member since 2016. Michael is the owner of Franklin Legacy Financial, LLC. Michael has over 14 years of experience. Michael provides financial services to clients in the Oviedo, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: Florida
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Pershing, LLC

Isaac Hartmann

Allen & Company of Florida, Inc.
CFA® CFP®
Isaac Hartmann, a financial fiduciary, has been a Paladin Registry member since 2019. Isaac holds Chartered Financial Analyst , Certified Financial Planner certifications. Isaac has over 15 years of experience. Isaac provides financial services to clients in the Lakeland, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Louisiana
    • Missouri
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • West Virginia
  • Investment Products for Commission: State List
    • Alabama
    • California
    • Colorado
    • Florida
    • Georgia
    • Illinois
    • Louisiana
    • Missouri
    • North Carolina
    • Ohio
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • West Virginia
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • First Clearing, LLC

Robert Cox

Continuum Wealth Partners
AEP® ChFC® WMS RICP™
Robert Cox, a financial fiduciary, has been a Paladin Registry member since 2019. Robert holds Accredited Estate Planner® , Chartered Financial Consultant , Wealth Management Specialist , Retirement Income Certified Professional certifications. Robert has over 24 years of experience. Robert provides financial services to clients in the Clearwater, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Florida
    • Georgia
    • Illinois
    • Nevada
    • New York
    • North Carolina
    • Oregon
    • South Carolina
    • Tennessee
    • Texas
    • Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Florida
    • Georgia
    • Illinois
    • Nevada
    • New Jersey
    • New York
    • Oregon
    • Texas
    • Virginia
  • Insurance Products for Commission: All 50 States

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)
  • Commissions (Insurance Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Wealth Management

Scott Martin

SD Martin Financial Services, Inc.
CFP® CExP
Scott Martin, a financial fiduciary, has been a Paladin Registry member since 2020. Scott is the owner of SD Martin Financial Services, Inc. Scott holds Certified Financial Planner , Certified Exit Planner certifications. Scott has over 36 years of experience. Scott provides financial services to clients in the Lake Mary, Florida area.

Additional Information:

Years of Experience:
36 Years

William Smathers

Smathers Financial Group, Inc
William Smathers, a financial fiduciary, has been a Paladin Registry member since 2020. William has over 20 years of experience. William has over 5 years of experience with Smathers Financial Group, Inc firm. William provides financial services to clients in the The Villages, Florida area.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

Gar Urette

Garrison Asset Management, Inc.
CFA®
Gar Urette, a financial fiduciary, has been a Paladin Registry member since 2021. Gar is the owner of Garrison Asset Management, Inc. Gar holds a Chartered Financial Analyst certification. Gar has over 35 years of experience. Gar has over 21 years of experience with Garrison Asset Management, Inc. firm. Gar provides financial services to clients in the Tampa, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses

    Name(s) of Custodian(s):

  • Fidelity
  • Charles Schwab

Michael Lehman

Focus Wealth Strategies
CFP®
Michael Lehman, a financial fiduciary, has been a Paladin Registry member since 2021. Michael is the owner of Focus Wealth Strategies. Michael holds a Certified Financial Planner certification. Michael has over 26 years of experience. Michael provides financial services to clients in the Brandon, Florida area.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Education Funding and Planning
    • Financial Advice & Consulting

Sean Casterline

Delta Capital Management
CFA® CFP®
Sean Casterline, a financial fiduciary, has been a Paladin Registry member since 2021. Sean is the owner of Delta Capital Management. Sean holds Chartered Financial Analyst , Certified Financial Planner certifications. Sean has over 30 years of experience. Sean has over 10 years of experience with Delta Capital Management firm. Sean provides financial services to clients in the Maitland, Florida area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Louisiana
  • Insurance Products for Commission: Florida

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Charles Schwab Institutional

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.