4.5+ Stars · Altamonte Springs
Highly Rated Financial Advisors in Altamonte Springs, FL
Only the best make this list. These financial advisors in Altamonte Springs have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 10 financial advisors in Altamonte Springs, FL by verified customer ratings and review volume. The highest-rated is Florida Legacy Advisors with a 4.9-star rating from 74 verified reviews. Also in the top tier: Credit Advisors Group LLC and Group 10 Financial, LLC. The average rating across all listed financial advisors in Altamonte Springs is 5 stars from 21 reviews per business on average.
Financial advisors in Altamonte Springs typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
10
Businesses listed
5★
Avg rating
21
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Florida Legacy Advisors
222 S Westmonte Dr #101, Altamonte Springs, FL 32714, USA
Credit Advisors Group LLC
283 Cranes Roost Blvd UNIT 111, Altamonte Springs, FL 32701, USA
Group 10 Financial, LLC
2600 Maitland Center Pkwy #355, Maitland, FL 32751, USA
Financial Advisors Rankings in Altamonte Springs, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Florida Legacy Advisors222 S Westmonte Dr #101, Altamonte Springs, FL 32714, USA | 4.9★ | 74 |
| #2 | Credit Advisors Group LLC283 Cranes Roost Blvd UNIT 111, Altamonte Springs, FL 32701, USA | 4.8★ | 58 |
| #3 | Group 10 Financial, LLC2600 Maitland Center Pkwy #355, Maitland, FL 32751, USA | 5.0★ | 17 |
| #4 | Concierge Financial Planning Group940 Centre Cir # 2010, Altamonte Springs, FL 32714, USA | 5.0★ | 2 |
| #5 | CandorPath Financial525 Sybelia Pkwy #212, Maitland, FL 32751, USA | 5.0★ | 13 |
| #6 | Legacy Financial Advisors Orlando1855 W State Rd 434 #272, Longwood, FL 32750, USA | 5.0★ | 1 |
| #7 | Synergy Wealth Alliance1060 Maitland Center Commons Blvd #365, Maitland, FL 32751, USA | 5.0★ | 12 |
| #8 | Evershore Financial Group1750 N Maitland Ave, Maitland, FL 32751, USA | 5.0★ | 3 |
| #9 | First Command Financial PlanningAltamonte Springs, FL 32714, USA | 5.0★ | 2 |
| #10 | Ogden Wealth LLC260 Lookout Pl STE 106, Maitland, FL 32751, USA | 5.0★ | 32 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Altamonte Springs
Concierge Financial Planning Group
940 Centre Cir # 2010, Altamonte Springs, FL 32714, USA
CandorPath Financial
525 Sybelia Pkwy #212, Maitland, FL 32751, USA
Legacy Financial Advisors Orlando
1855 W State Rd 434 #272, Longwood, FL 32750, USA
Synergy Wealth Alliance
1060 Maitland Center Commons Blvd #365, Maitland, FL 32751, USA
Evershore Financial Group
1750 N Maitland Ave, Maitland, FL 32751, USA
Ogden Wealth LLC
260 Lookout Pl STE 106, Maitland, FL 32751, USA
Get Free Quotes
We'll connect you with the top financial advisors in Altamonte Springs, FL.
Frequently Asked Questions — Financial Advisors in Altamonte Springs
What is a fiduciary financial advisor and why does it matter in Altamonte Springs?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Altamonte Springs, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Altamonte Springs?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
More Home Services in Altamonte Springs
Related Searches
More ways to find financial advisors in Altamonte Springs
Financial Advisors in nearby cities