Fiduciary advisors in Maitland, FL
12 registered advisers
Maitland is an Orlando suburb that functions as the metro's wealth management corridor, with EA Sports and tech firms nearby. 11 of those firms -- 92% -- operate on a fee-only basis, accepting no commissions.
AEGIS WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$174M
Minimum--
Clients497
ALTERNATIVE INVESTMENT ADVISORS, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$341M
Minimum--
Clients2,604
CARPENTER, CLAYDON ADVISORS, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$267M
Minimum--
Clients420
CRAMER & RAUCHEGGER, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients1,700
DELTA ADVISORY GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$193M
Minimum--
Clients905
DELTA CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsTypical Fee--
AUM$248M
Minimum--
Clients128
DORMAN FINANCIAL MANAGEMENT, P.A.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$161M
Minimum--
Clients758
FELLOWSHIP FINANCIAL GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$152M
Minimum--
Clients973
FIDUCIARY FIRST
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.2B
Minimum--
Clients87
IRONCLAD INVESTMENTS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$179M
Minimum--
Clients1
RD LEWIS WEALTH MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$215M
Minimum--
Clients838
TIMOTHY PARTNERS, LTD.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$2.9B
Minimum--
Clients1