Fiduciary advisors in Winter Park, FL

23 registered advisers

Winter Park is an affluent Orlando suburb with old Florida money and a growing population of relocated professionals. Among them, 22 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Firm-level details on fees, client counts, and SEC filings appear in the listings that follow.

55 NORTH PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #325325
Typical Fee--
AUM$367M
Minimum--
Clients557

ADVUS FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #311990
Typical Fee0.10%
AUM$3.1B
Minimum--
Clients1,276

ALPHAQ ADVISORS

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #141006
Typical Fee--
AUM$91M
Minimum--
Clients280

AMERICAN FINANCIAL ADVISORS INC

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #108530
Typical Fee--
AUM$1.3B
Minimum--
Clients1,765

ARSENAL VENTURE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #160426
Typical Fee--
AUM$345M
Minimum--
Clients11

BARR FINANCIAL SERVICES, LLC

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #125444
Typical Fee--
AUM$269M
Minimum--
Clients733

BROADCREST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #287590
Typical Fee--
AUM$458M
Minimum--
Clients5

CEREDEX VALUE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #146023
Typical Fee--
AUM$5.2B
Minimum--
Clients28

COASTAL INVESTMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #322164
Typical Fee--
AUM$213M
Minimum--
Clients33

DEPRINCE, RACE & ZOLLO, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #112099
Typical Fee--
AUM$5.5B
Minimum--
Clients81

FINANCIAL ADVISORY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #310914
Typical Fee--
AUM$325M
Minimum--
Clients515

FINANCIAL HARVEST WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #148271
Typical Fee--
AUM$557M
Minimum--
Clients1,397

FORTRESS WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #308968
Typical Fee--
AUM$345M
Minimum--
Clients968

FWG INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Winter Park, FloridaCRD #322394
Typical Fee--
AUM$12M
Minimum--
Clients1

LYONS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #166788
Typical Fee--
AUM$64M
Minimum--
Clients61

LYONS WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Winter Park, FloridaCRD #150581
Typical Fee--
AUM$127M
Minimum--
Clients257

MARINER INSTITUTIONAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #111964
Typical Fee--
AUM$2.5B
Minimum--
Clients64

MATTHIAS PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #289761
Typical Fee--
AUM$248M
Minimum--
Clients487

ORANGE INVESTMENT ADVISORS, LLC

Fee-Only, No Conflicts
Winter Park, FloridaCRD #289406
Typical Fee--
AUM$663M
Minimum--
Clients3

PONTA WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #330058
Typical Fee--
AUM$102M
Minimum--
Clients18

PUNCH CARD MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #162939
Typical Fee--
AUM$531M
Minimum--
Clients1

RIVERTREE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #168065
Typical Fee--
AUM$177M
Minimum--
Clients346

SPRAKER WEST WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winter Park, FloridaCRD #147075
Typical Fee--
AUM$265M
Minimum--
Clients474
Fiduciary Advisors in Winter Park, Florida | FiduciaryListings