Licensed · Apopka
Licensed & Insured Financial Advisors in Apopka, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 11 financial advisors in Apopka, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Addition Financial Credit Union - Apopka with a 4.8-star rating from 468 Google reviews and an RNM Score of 97/100. Also in the top tier: Mileo Advisers Incorporated and FAIRWINDS Credit Union. The average rating across all listed financial advisors in Apopka is 4.8 stars from 127 reviews per business on average.
Financial advisors in Apopka typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Apopka, FL is home to a variety of financial advisors who offer services such as investment management, retirement planning, and tax preparation. Consumers should research local advisors' credentials, fees, and areas of expertise when searching for a financial advisor in the Apopka area.
- ✓Apopka has a range of financial advisors, from national firms to local credit unions
- ✓Advisors offer services like investment management, retirement planning, and tax preparation
- ✓Consumers should research an advisor's credentials, fees, and areas of expertise
Best Overall
FAIRWINDS Credit Union
FAIRWINDS Credit Union stands out as a top-ranked financial advisor in Apopka due to its strong community focus, comprehensive financial services, and high customer satisfaction ratings.
Most Reviewed
FAIRWINDS Credit Union
A high review count indicates broad consumer experience and trust, helping potential clients gauge reliability and service quality.
When choosing a financial advisor in Apopka, consider your specific needs such as investment management, retirement planning, or credit union services, and compare local options like FAIRWINDS and Addition Financial for personalized advice.
How to Choose a Financial Advisor in Apopka
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Fiduciary duty to act in your best interest
- • Experience working with clients in your life stage and financial situation
- • Transparent fee structure and no hidden commissions
Questions to ask
- • What is your investment philosophy and approach to financial planning?
- • How do you get compensated, and what are your fees?
- • Can you provide references from current clients in Apopka, FL?
Red flags
- ⚠ Pushes high-commission products like annuities or whole life insurance
- ⚠ Lacks transparency about fees and conflicts of interest
- ⚠ Cannot clearly explain their investment strategies and recommendations
In Florida, financial advisors must be licensed as either a Registered Investment Advisor (RIA) or a broker-dealer representative. Be sure to verify their licensing and registration with the Florida Office of Financial Regulation.
Local Market Snapshot
11
Businesses listed
4.8★
Avg rating
127
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Rated 4.8 stars from nearly 500 reviews, this Apopka financial advisor is highly trusted.
847 S Orange Blossom Trail, Apopka, FL 32703, USATrusted by hundreds of local clients, this Apopka advisor holds a perfect 5.0-star rating.
1265 Apley Cir #303, Apopka, FL 32703, USAHighly rated financial advisor in Apopka with 4.5 stars from 148 reviews.
1621 S Orange Blossom Trail, Apopka, FL 32703, USAFinancial Advisors Rankings in Apopka, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Addition Financial Credit Union - Apopka847 S Orange Blossom Trail, Apopka, FL 32703, USA | 4.8★ | 468 |
| #2 | Mileo Advisers Incorporated1265 Apley Cir #303, Apopka, FL 32703, USA | 5.0★ | 259 |
| #3 | FAIRWINDS Credit Union1621 S Orange Blossom Trail, Apopka, FL 32703, USA | 4.5★ | 148 |
| #4 | OneMain Financial3030 E Semoran Blvd #192, Apopka, FL 32703, USA | 4.8★ | 100 |
| #5 | Fischer Wealth Management - Raymond James3312 E Semoran Blvd, Apopka, FL 32703, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Kerry Luellen, CFP®3316 E State Rd 436, Apopka, FL 32703, USA | 4.2★ | 5 |
| #7 | Wells Fargo Advisors2222 E Semoran Blvd, Apopka, FL 32703, USA | 5.0★ | 3 |
| #8 | Beacon Pointe Advisors1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789, USA | 5.0★ | 19 |
| #9 | Fischer Wealth Management3312 E Semoran Blvd, Apopka, FL 32703, USA | — | — |
| #10 | The Infinity Group3312 E State Rd 436, Apopka, FL 32703, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Apopka
3312 E Semoran Blvd, Apopka, FL 32703, USA
3316 E State Rd 436, Apopka, FL 32703, USA
1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789, USA
3312 E Semoran Blvd, Apopka, FL 32703, USA
175 E Main St Suite 201, Apopka, FL 32703, USA
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We'll connect you with the top financial advisors in Apopka, FL.
Financial Advisors in Apopka, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Addition Financial Credit Union - Apopka | 97/100 | 4.8 ★ | 468 |
| 2 | Mileo Advisers Incorporated | 92/100 | 5.0 ★ | 259 |
| 3 | FAIRWINDS Credit Union | 80/100 | 4.5 ★ | 148 |
| 4 | OneMain Financial | 80/100 | 4.8 ★ | 100 |
| 5 | Fischer Wealth Management - Raymond James | 7/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Kerry Luellen, CFP® | 58/100 | 4.2 ★ | 5 |
| 7 | Wells Fargo Advisors | 66/100 | 5.0 ★ | 3 |
| 8 | Beacon Pointe Advisors | 86/100 | 5.0 ★ | 19 |
| 9 | Fischer Wealth Management | 7/100 | — | 0 |
| 10 | The Infinity Group | 7/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Apopka
What is a fiduciary financial advisor and why does it matter in Apopka?
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 Apopka, 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 Apopka?
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: June 9, 2026.
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