10+ Years · Lake Mary
Experienced Financial Advisors in Lake Mary, FL
Experience matters. These financial advisors in Lake Mary have years of proven work behind them — and the reviews to back it up.
As of July 2026, RatingsNearMe ranks 7 financial advisors in Lake Mary, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Xexis Private Wealth, LLC with a 5.0-star rating from 5 Google reviews and an RNM Score of 80/100. Also in the top tier: Symphony Financial Team and Breen Financial Management. The average rating across all listed financial advisors in Lake Mary is 4.3 stars from 3 reviews per business on average.
Financial advisors in Lake Mary 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
Xexis Private Wealth, LLC
Xexis Private Wealth, LLC stands out as the top-ranked advisor in Lake Mary due to its consistent high ratings and reputation for personalized wealth management.
Most Reviewed
Wells Fargo Advisors
A high review count indicates broad client experience and trust, making it easier to gauge service consistency and reliability.
When choosing a financial advisor in Lake Mary, consider both the advisor's specialization and the volume of client feedback to ensure they align with your financial goals and offer proven reliability.
Local Market Snapshot
7
Businesses listed
4.3★
Avg rating
3
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 5 Google reviews, reflecting exceptional client satisfaction.
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, USARated 5.0 stars from 1 review, offering trusted financial guidance in Lake Mary.
1525 International Pkwy STE 4031, Lake Mary, FL 32746, USAEarning a perfect 5.0-star rating from multiple satisfied clients.
1515 International Pkwy STE 1019, Lake Mary, FL 32746, USAFinancial Advisors Rankings in Lake Mary, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Xexis Private Wealth, LLC1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, USA | 5.0★ | 5 |
| #2 | Symphony Financial Team1525 International Pkwy STE 4031, Lake Mary, FL 32746, USA | 5.0★ | 1 |
| #3 | Breen Financial Management1515 International Pkwy STE 1019, Lake Mary, FL 32746, USA | 5.0★ | 3 |
| #4 | Wealth Management Solutions, LLC605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, USA | — | — |
| #5 | Jackson Wealth Management, LLC755 Primera Blvd #1001, Lake Mary, FL 32746, USA | — | — |
| #6 | Wells Fargo Advisors1025 Greenwood Blvd Suite 179, Lake Mary, FL 32746, USA | 3.0★ | 2 |
| #7 | CollaborativeWEALTH972 International Pkwy, Lake Mary, FL 32746, USA | 3.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lake Mary
This financial advisor currently has no online ratings or customer reviews.
605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, USA
No reviews yet for this Lake Mary financial advisor.
755 Primera Blvd #1001, Lake Mary, FL 32746, USA
An average 3.0-star rating based on 2 Google reviews for a Lake Mary financial advisor.
1025 Greenwood Blvd Suite 179, Lake Mary, FL 32746, USA
Lake Mary financial advisor with a 3.7-star rating based on 3 Google reviews.
972 International Pkwy, Lake Mary, FL 32746, USA
Get Free Quotes
We'll connect you with the top financial advisors in Lake Mary, FL.
Financial Advisors in Lake Mary, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Xexis Private Wealth, LLC | 80/100 | 5.0 ★ | 5 |
| 2 | Symphony Financial Team | 74/100 | 5.0 ★ | 1 |
| 3 | Breen Financial Management | 66/100 | 5.0 ★ | 3 |
| 4 | Wealth Management Solutions, LLC | 15/100 | — | 0 |
| 5 | Jackson Wealth Management, LLC | 15/100 | — | 0 |
| 6 | Wells Fargo Advisors | 34/100 | 3.0 ★ | 2 |
| 7 | CollaborativeWEALTH | 55/100 | 3.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Lake Mary to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Lake Mary
What is a fiduciary financial advisor and why does it matter in Lake Mary?
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 Lake Mary, 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 Lake Mary?
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: July 4, 2026.
More Home Services in Lake Mary
Related Searches
More ways to find financial advisors in Lake Mary
Financial Advisors in nearby cities