Real Reviews · Winter Park
Top-Reviewed Financial Advisors in Winter Park, FL
What are customers actually saying? Read verified reviews for financial advisors in Winter Park — every rating is from a real customer.
As of June 2026, RatingsNearMe ranks 11 financial advisors in Winter Park, FL by verified customer ratings and review volume. The highest-rated is JP Law and Wealth Advisors PLLC with a 5.0-star rating from 41 verified reviews. Also in the top tier: Nelson Financial Planning and Fellowship Financial Group. The average rating across all listed financial advisors in Winter Park is 4.9 stars from 11 reviews per business on average.
Financial advisors in Winter Park typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
11
Businesses listed
4.9★
Avg rating
11
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
JP Law and Wealth Advisors PLLC
555 Winderley Pl # 300, Maitland, FL 32751, USA
Nelson Financial Planning
423 Country Club Dr, Winter Park, FL 32789, USA
Fellowship Financial Group
630 Wymore Rd #304, Maitland, FL 32751, USA
Financial Advisors Rankings in Winter Park, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | JP Law and Wealth Advisors PLLC555 Winderley Pl # 300, Maitland, FL 32751, USA | 5.0★ | 41 |
| #2 | Nelson Financial Planning423 Country Club Dr, Winter Park, FL 32789, USA | 5.0★ | 36 |
| #3 | Fellowship Financial Group630 Wymore Rd #304, Maitland, FL 32751, USA | 5.0★ | 19 |
| #4 | Financial Harvest Wealth Advisors1091 W Morse Blvd Suite 200, Winter Park, FL 32789, USA | 5.0★ | 2 |
| #5 | Morgan Stanley Financial Advisors250 S Park Ave Suite 500, Winter Park, FL 32789, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management400 S Park Ave Suite 300, Winter Park, FL 32789, USA | 4.0★ | 4 |
| #7 | RBC Wealth Management Branch - Winter Park360 Garfield Ave, Winter Park, FL 32789, USA | 4.4★ | 7 |
| #8 | Grafton Wealth Advisors1270 N Orange Ave suite a, Winter Park, FL 32789, USA | 5.0★ | 4 |
| #9 | BARR Financial Services LLC2160 N Park Ave, Winter Park, FL 32789, USA | 5.0★ | 1 |
| #10 | Fortress Wealth Group1099 W Morse Blvd, Winter Park, FL 32789, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Winter Park
Financial Harvest Wealth Advisors
1091 W Morse Blvd Suite 200, Winter Park, FL 32789, USA
Morgan Stanley Financial Advisors
250 S Park Ave Suite 500, Winter Park, FL 32789, USA
Merrill Lynch Wealth Management
400 S Park Ave Suite 300, Winter Park, FL 32789, USA
RBC Wealth Management Branch - Winter Park
360 Garfield Ave, Winter Park, FL 32789, USA
Grafton Wealth Advisors
1270 N Orange Ave suite a, Winter Park, FL 32789, USA
BARR Financial Services LLC
2160 N Park Ave, Winter Park, FL 32789, USA
Fortress Wealth Group
1099 W Morse Blvd, Winter Park, FL 32789, USA
Breed's Hill Wealth Management
301 N Park Ave a, Winter Park, FL 32789, USA
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Frequently Asked Questions — Financial Advisors in Winter Park
What is a fiduciary financial advisor and why does it matter in Winter Park?
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 Winter Park, 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 Winter Park?
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: June 1, 2026.
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