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4.5+ Stars · Kissimmee

Highly Rated Financial Advisors in Kissimmee, FL

Only the best make this list. These financial advisors in Kissimmee have earned 4.5+ star ratings from real customers — consistently.

As of May 2026, RatingsNearMe ranks 14 financial advisors in Kissimmee, FL by verified customer ratings and review volume. The highest-rated is Financial Services & More with a 4.6-star rating from 9 verified reviews. Also in the top tier: Vario Advisors | Alternative Investments and Edward Jones - Financial Advisor: Gabe Csizmadia, CFP®. The average rating across all listed financial advisors in Kissimmee is 4.9 stars from 5 reviews per business on average.

Financial advisors in Kissimmee 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

14

Businesses listed

4.9★

Avg rating

5

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Financial Services & More

4.6(9 reviews)

600 N Thacker Ave Suite D36, Kissimmee, FL 34741, USA

🥈

Vario Advisors | Alternative Investments

5.0(13 reviews)

3367 W Vine St #203, Kissimmee, FL 34741, USA

🥉

Edward Jones - Financial Advisor: Gabe Csizmadia, CFP®

5.0(6 reviews)

4248 Town Center Blvd Suite 5, Orlando, FL 32837, USA

Financial Advisors Rankings in Kissimmee, FL

#BusinessRatingReviews
#1Financial Services & More600 N Thacker Ave Suite D36, Kissimmee, FL 34741, USA4.69
#2Vario Advisors | Alternative Investments3367 W Vine St #203, Kissimmee, FL 34741, USA5.013
#3Edward Jones - Financial Advisor: Gabe Csizmadia, CFP®4248 Town Center Blvd Suite 5, Orlando, FL 32837, USA5.06
#4Edward Jones - Financial Advisor: Elaine Lee-Spears, CEPA®1153 Miranda Ln Ste 1153, Kissimmee, FL 34741, USA5.02
#5Edward Jones - Financial Advisor: Kristina Dhountal, CFP®|ChFC®|CEPA®|AAMS®13574 Village Park Dr Ste K215, Orlando, FL 32837, USA5.04
#6Edward Jones - Financial Advisor: Cleve Grissom, AAMS®2521 13th St Suite B, St Cloud, FL 34769, USA5.02
#7Edward Jones - Financial Advisor: Robert Rosen109 E Monument Ave, Kissimmee, FL 34741, USA5.06
#8McDonough Capital Management6000 Turkey Lake Rd #212, Orlando, FL 32819, USA4.011
#9Edward Jones - Financial Advisor: Kerry L Scott, CRPC™4115 Neptune Rd, St Cloud, FL 34769, USA5.03
#10Edward Jones - Financial Advisor: Kenton Scott, CFP®4115 Neptune Rd, St Cloud, FL 34769, USA5.04

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Kissimmee

4

Edward Jones - Financial Advisor: Elaine Lee-Spears, CEPA®

5.0· 2 reviews

1153 Miranda Ln Ste 1153, Kissimmee, FL 34741, USA

5

Edward Jones - Financial Advisor: Kristina Dhountal, CFP®|ChFC®|CEPA®|AAMS®

5.0· 4 reviews

13574 Village Park Dr Ste K215, Orlando, FL 32837, USA

6

Edward Jones - Financial Advisor: Cleve Grissom, AAMS®

5.0· 2 reviews

2521 13th St Suite B, St Cloud, FL 34769, USA

7

Edward Jones - Financial Advisor: Robert Rosen

5.0· 6 reviews

109 E Monument Ave, Kissimmee, FL 34741, USA

8

McDonough Capital Management

4.0· 11 reviews

6000 Turkey Lake Rd #212, Orlando, FL 32819, USA

9

Edward Jones - Financial Advisor: Kerry L Scott, CRPC™

5.0· 3 reviews

4115 Neptune Rd, St Cloud, FL 34769, USA

10

Edward Jones - Financial Advisor: Kenton Scott, CFP®

5.0· 4 reviews

4115 Neptune Rd, St Cloud, FL 34769, USA

11

On Point Wealth Management

5.0· 1 reviews

237 E Stuart Ave, Lake Wales, FL 33853, USA

12

Moisand Fitzgerald Tamayo, LLC

5.0· 2 reviews

300 S Orange Ave #1170, Orlando, FL 32801, USA

13

Garrett Wealth Management LLC

5.0· 3 reviews

1321 13th St, St Cloud, FL 34769, USA

14

Edward Jones - Financial Advisor: Kevin W Torres, CFP®|AAMS®|CRPC™

· 0 reviews

1712 Chaps Pl, Kissimmee, FL 34744, USA

Data from Google Business listings
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Frequently Asked Questions — Financial Advisors in Kissimmee

What is a fiduciary financial advisor and why does it matter in Kissimmee?

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 Kissimmee, 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 Kissimmee?

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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About This Financial Advisors Directory — Kissimmee, FL

This page lists and ranks 14 financial advisors serving Kissimmee, FL as of May 2026. The average verified rating across all listings is 4.9 stars, with an average of 5 customer reviews per business. The top-ranked financial advisors in Kissimmee by our algorithm is Financial Services & More (4.6 stars, 9 reviews). Financial advisors in Kissimmee typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Kissimmee: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the FL licensing board before hiring.

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