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Same-Day Financial Advisors in Altamonte Springs, FL
Can't wait a week? These financial advisors in Altamonte Springs offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 10 financial advisors in Altamonte Springs, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Florida Legacy Advisors with a 4.9-star rating from 74 Google reviews and an RNM Score of 92/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Legacy Financial Advisors Orlando
Top-ranked by multiple independent sources for its comprehensive financial planning services and strong client satisfaction.
Most Reviewed
First Command Financial Planning
A high review count reflects a large client base and proven track record, helping prospective clients gauge reliability and service quality.
When choosing a financial advisor in Altamonte Springs, verify their fiduciary status, fee structure, and area of expertise. Meeting with at least two firms from this list can help you find a trusted partner aligned with your financial goals.
Local Market Snapshot
10
Businesses listed
5★
Avg rating
21
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 74 Google reviews, a trusted local financial advisor.
222 S Westmonte Dr #101, Altamonte Springs, FL 32714, USA4.8 stars from 58 reviews, reflecting trusted financial guidance in Altamonte Springs.
283 Cranes Roost Blvd UNIT 111, Altamonte Springs, FL 32701, USARated 5.0 stars from 17 reviews, this Altamonte Springs financial advisor is highly trusted.
2600 Maitland Center Pkwy #355, Maitland, FL 32751, USAFinancial 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 | Legacy Financial Advisors Orlando1855 W State Rd 434 #272, Longwood, FL 32750, USA | 5.0★ | 1 |
| #5 | Ogden Wealth LLC260 Lookout Pl STE 106, Maitland, FL 32751, USA | 5.0★ | 32 |
| #6 | CandorPath Financial525 Sybelia Pkwy #212, Maitland, FL 32751, USA | 5.0★ | 13 |
| #7 | Synergy Wealth Alliance1060 Maitland Center Commons Blvd #365, Maitland, FL 32751, USA | 5.0★ | 12 |
| #8 | First Command Financial PlanningAltamonte Springs, FL 32714, USA | 5.0★ | 2 |
| #9 | Evershore Financial Group1750 N Maitland Ave, Maitland, FL 32751, USA | 5.0★ | 3 |
| #10 | Concierge Financial Planning Group940 Centre Cir # 2010, Altamonte Springs, FL 32714, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Altamonte Springs
Rated 5.0 stars from one Google review, this advisor offers financial guidance locally.
1855 W State Rd 434 #272, Longwood, FL 32750, USA
5.0 stars from 32 reviews, reflecting trusted financial guidance in Altamonte Springs.
260 Lookout Pl STE 106, Maitland, FL 32751, USA
5.0 stars across 13 Google reviews in Altamonte Springs, Florida.
525 Sybelia Pkwy #212, Maitland, FL 32751, USA
Top-rated Altamonte Springs financial advisor with a perfect 5.0-star score from 12 Google reviews.
1060 Maitland Center Commons Blvd #365, Maitland, FL 32751, USA
Exceptional 5.0-star rating from a small number of Google reviews.
Altamonte Springs, FL 32714, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1750 N Maitland Ave, Maitland, FL 32751, USA
Exceptional 5.0-star rating based on a couple of client reviews.
940 Centre Cir # 2010, Altamonte Springs, FL 32714, USA
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Financial Advisors in Altamonte Springs, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Florida Legacy Advisors | 92/100 | 4.9 ★ | 74 |
| 2 | Credit Advisors Group LLC | 80/100 | 4.8 ★ | 58 |
| 3 | Group 10 Financial, LLC | 86/100 | 5.0 ★ | 17 |
| 4 | Legacy Financial Advisors Orlando | 74/100 | 5.0 ★ | 1 |
| 5 | Ogden Wealth LLC | 77/100 | 5.0 ★ | 32 |
| 6 | CandorPath Financial | 84/100 | 5.0 ★ | 13 |
| 7 | Synergy Wealth Alliance | 84/100 | 5.0 ★ | 12 |
| 8 | First Command Financial Planning | 76/100 | 5.0 ★ | 2 |
| 9 | Evershore Financial Group | 78/100 | 5.0 ★ | 3 |
| 10 | Concierge Financial Planning Group | 76/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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.
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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: July 4, 2026.
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