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Financial Advisors in Oviedo, FL — Free Estimates
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As of May 2026, RatingsNearMe ranks 16 financial advisors in Oviedo, FL by verified customer ratings and review volume. The highest-rated is Marc Abraham - Thrivent with a 5.0-star rating from 9 verified reviews. Also in the top tier: Brick Retirement Group and Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA®. The average rating across all listed financial advisors in Oviedo is 4.9 stars from 4 reviews per business on average.
Financial advisors in Oviedo 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
16
Businesses listed
4.9★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Marc Abraham - Thrivent
2441 W State Rd 426 Ste 1061, Oviedo, FL 32765, USA
Brick Retirement Group
434 N Central Ave, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA®
1757 W Broadway St #4, Oviedo, FL 32765, USA
Financial Advisors Rankings in Oviedo, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Marc Abraham - Thrivent2441 W State Rd 426 Ste 1061, Oviedo, FL 32765, USA | 5.0★ | 9 |
| #2 | Brick Retirement Group434 N Central Ave, Oviedo, FL 32765, USA | 5.0★ | 7 |
| #3 | Edward Jones - Financial Advisor: Geoffrey J Del Bene, CFP®|AAMS™|ADPA®1757 W Broadway St #4, Oviedo, FL 32765, USA | 5.0★ | 6 |
| #4 | Semper Wealth Management LLC873 White Rose Wy, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #5 | Edward Jones - Financial Advisor: Denise A Crawford, AAMS®2461 W State Rd 426 #2061, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Kevin M Rosen10 Windsormere Wy Ste 200, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Raisa C MacLeod, CFP®1221 E Broadway St #1021, Oviedo, FL 32765, USA | 5.0★ | 2 |
| #8 | Investment & Insurance Planning Services, LLC261 Plaza Dr B, Oviedo, FL 32765, USA | — | — |
| #9 | Edward Jones - Financial Advisor: Bruce E Kavenagh, CFP®1890 County Rd 419 #1050, Oviedo, FL 32765, USA | 5.0★ | 1 |
| #10 | Edward Jones - Financial Advisor: Veronica Woodard, AAMS®|CRPC™30 Alexandria Blvd STE 1000, Oviedo, FL 32765, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Oviedo
Semper Wealth Management LLC
873 White Rose Wy, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Denise A Crawford, AAMS®
2461 W State Rd 426 #2061, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Kevin M Rosen
10 Windsormere Wy Ste 200, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Raisa C MacLeod, CFP®
1221 E Broadway St #1021, Oviedo, FL 32765, USA
Investment & Insurance Planning Services, LLC
261 Plaza Dr B, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Bruce E Kavenagh, CFP®
1890 County Rd 419 #1050, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Veronica Woodard, AAMS®|CRPC™
30 Alexandria Blvd STE 1000, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Vadim Klochko, CFP®|CEPA®
1134 E State Rd 434, Winter Springs, FL 32708, USA
Franklin Legacy Financial, LLC
485 Silver Springs Dr, Oviedo, FL 32765, USA
Mosaic Wealth Management Group, Inc
1500 Town Plaza Ct, Winter Springs, FL 32708, USA
Rariden Investment Advisors, LLC
2572 W State Rd 426 STE 2080, Oviedo, FL 32765, USA
Edward Jones - Financial Advisor: Maria N Heredia, AAMS®
1706 Town Plaza Ct, Winter Springs, FL 32708, USA
First Down Financial, Inc | Riptide Financial, LLC
1942 County Rd 419 #1030, Chuluota, FL 32766, USA
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Frequently Asked Questions — Financial Advisors in Oviedo
What is a fiduciary financial advisor and why does it matter in Oviedo?
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 Oviedo, 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 Oviedo?
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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