Top Picks · Lake Mary
Best Financial Advisors in Lake Mary, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of May 2026, RatingsNearMe ranks 7 financial advisors in Lake Mary, FL by verified customer ratings and review volume. The highest-rated is Xexis Private Wealth, LLC with a 5.0-star rating from 5 verified reviews. 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 May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
7
Businesses listed
4.3★
Avg rating
3
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Xexis Private Wealth, LLC
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, USA
Symphony Financial Team
1525 International Pkwy STE 4031, Lake Mary, FL 32746, USA
Breen Financial Management
1515 International Pkwy STE 1019, Lake Mary, FL 32746, USA
Financial 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 | Wells Fargo Advisors1025 Greenwood Blvd Suite 179, Lake Mary, FL 32746, USA | 3.0★ | 2 |
| #5 | CollaborativeWEALTH972 International Pkwy, Lake Mary, FL 32746, USA | 3.7★ | 3 |
| #6 | Jackson Wealth Management, LLC755 Primera Blvd #1001, Lake Mary, FL 32746, USA | — | — |
| #7 | Wealth Management Solutions, LLC605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lake Mary
CollaborativeWEALTH
972 International Pkwy, Lake Mary, FL 32746, USA
Jackson Wealth Management, LLC
755 Primera Blvd #1001, Lake Mary, FL 32746, USA
Wealth Management Solutions, LLC
605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, USA
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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.
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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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