Best Value · Longwood
Affordable Financial Advisors in Longwood, FL
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As of May 2026, RatingsNearMe ranks 11 financial advisors in Longwood, FL by verified customer ratings and review volume. The highest-rated is MyAdvisorJoe with a 5.0-star rating from 38 verified reviews. Also in the top tier: Aston Crest Wealth Management and Siler Wealth Management. The average rating across all listed financial advisors in Longwood is 5 stars from 45 reviews per business on average.
Financial advisors in Longwood 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
11
Businesses listed
5★
Avg rating
45
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
MyAdvisorJoe
1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, USA
Aston Crest Wealth Management
255 Primera Blvd #160, Lake Mary, FL 32746, USA
Financial Advisors Rankings in Longwood, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | MyAdvisorJoe1064 Greenwood Blvd Ste 118, Lake Mary, FL 32746, USA | 5.0★ | 38 |
| #2 | Aston Crest Wealth Management255 Primera Blvd #160, Lake Mary, FL 32746, USA | 5.0★ | 8 |
| #3 | Siler Wealth Management100 Crown Oak Centre Dr, Longwood, FL 32750, USA | 5.0★ | 50 |
| #4 | Talon Wealth Management781 Ciara Crk Cv #1003, Longwood, FL 32750, USA | 4.8★ | 58 |
| #5 | Price Financial Services2941 W State Rd 434 #200, Longwood, FL 32779, USA | 5.0★ | 5 |
| #6 | Avanti Wealth Management110 Crown Oak Centre Dr, Longwood, FL 32750, USA | — | — |
| #7 | Aileron Wealth Management407 Wekiva Springs Rd #215, Longwood, FL 32779, USA | 5.0★ | 2 |
| #8 | Ameriprise Financial2170 W State Rd 434, Longwood, FL 32779, USA | 5.0★ | 1 |
| #9 | Tim Looney Investments, LLC2180 FL-434 #6140, Longwood, FL 32779, USA | 5.0★ | 2 |
| #10 | Addition Financial Credit Union - Longwood901 E State Rd 434, Longwood, FL 32750, USA | 4.9★ | 283 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Longwood
Talon Wealth Management
781 Ciara Crk Cv #1003, Longwood, FL 32750, USA
Price Financial Services
2941 W State Rd 434 #200, Longwood, FL 32779, USA
Avanti Wealth Management
110 Crown Oak Centre Dr, Longwood, FL 32750, USA
Aileron Wealth Management
407 Wekiva Springs Rd #215, Longwood, FL 32779, USA
Ameriprise Financial
2170 W State Rd 434, Longwood, FL 32779, USA
Tim Looney Investments, LLC
2180 FL-434 #6140, Longwood, FL 32779, USA
Addition Financial Credit Union - Longwood
901 E State Rd 434, Longwood, FL 32750, USA
Raymond James
420 Crown Oak Centre Dr, Longwood, FL 32750, USA
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Frequently Asked Questions — Financial Advisors in Longwood
What is a fiduciary financial advisor and why does it matter in Longwood?
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 Longwood, 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 Longwood?
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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