Licensed · Casselberry
Licensed & Insured Financial Advisors in Casselberry, FL
Every financial advisors listed here carries proper licensing and insurance in FL. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 15 financial advisors in Casselberry, FL by verified customer ratings and review volume. The highest-rated is Anders Retirement & Investment Advisors with a 4.9-star rating from 54 verified reviews. Also in the top tier: Andres Zambrano: Financial Advisor, Regal Financial Group and Edwards Financial Services. The average rating across all listed financial advisors in Casselberry is 5 stars from 23 reviews per business on average.
Financial advisors in Casselberry 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
15
Businesses listed
5★
Avg rating
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Anders Retirement & Investment Advisors
124 E Welbourne Ave, Winter Park, FL 32789, USA
Andres Zambrano: Financial Advisor, Regal Financial Group
941 W Morse Blvd suite 100, Winter Park, FL 32789, USA
Edwards Financial Services
5494 Lake Howell Rd, Winter Park, FL 32792, USA
Financial Advisors Rankings in Casselberry, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Anders Retirement & Investment Advisors124 E Welbourne Ave, Winter Park, FL 32789, USA | 4.9★ | 54 |
| #2 | Andres Zambrano: Financial Advisor, Regal Financial Group941 W Morse Blvd suite 100, Winter Park, FL 32789, USA | 5.0★ | 39 |
| #3 | Edwards Financial Services5494 Lake Howell Rd, Winter Park, FL 32792, USA | 4.8★ | 83 |
| #4 | Fairway Financial LLC950 S Winter Park Dr, Casselberry, FL 32707, USA | 4.9★ | 31 |
| #5 | Edward Jones - Financial Advisor: Leng Tiew, CFP®3385 S US Hwy 17 92 Suite 249, Casselberry, FL 32707, USA | 5.0★ | 47 |
| #6 | Payne Financial Group1052 Willa Springs Dr, Winter Springs, FL 32708, USA | 5.0★ | 3 |
| #7 | Lakeshore Advisors238 N Park Ave, Winter Park, FL 32789, USA | 5.0★ | 37 |
| #8 | Envision Wealth Planners910 McGregor Way, Maitland, FL 32751, USA | 5.0★ | 21 |
| #9 | Edward Jones - Financial Advisor: Sheri M Conerly-Davis316 N Park Ave C, Winter Park, FL 32789, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Brad Weston260 Wekiva Springs Rd Ste 1090, Longwood, FL 32779, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Casselberry
Fairway Financial LLC
950 S Winter Park Dr, Casselberry, FL 32707, USA
Edward Jones - Financial Advisor: Leng Tiew, CFP®
3385 S US Hwy 17 92 Suite 249, Casselberry, FL 32707, USA
Payne Financial Group
1052 Willa Springs Dr, Winter Springs, FL 32708, USA
Lakeshore Advisors
238 N Park Ave, Winter Park, FL 32789, USA
Envision Wealth Planners
910 McGregor Way, Maitland, FL 32751, USA
Edward Jones - Financial Advisor: Sheri M Conerly-Davis
316 N Park Ave C, Winter Park, FL 32789, USA
Edward Jones - Financial Advisor: Brad Weston
260 Wekiva Springs Rd Ste 1090, Longwood, FL 32779, USA
Wealth Enhancement Group
1700 Town Plaza Ct, Winter Springs, FL 32708, USA
Guardian Wealth Management
464 W Pipkin Rd, Lakeland, FL 33813, USA
Insurance and Benefits Advisors
360 Wilshire Blvd #104, Casselberry, FL 32707, USA
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Frequently Asked Questions — Financial Advisors in Casselberry
What is a fiduciary financial advisor and why does it matter in Casselberry?
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 Casselberry, 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 Casselberry?
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: May 17, 2026.
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