Pricing Guide · Winter Park
Financial Advisors Cost in Winter Park, FL — 2026 Price Guide
What should you pay for financial advisors in Winter Park? See real 2026 price ranges from local pros and get free quotes to compare.
As of June 2026, RatingsNearMe ranks 11 financial advisors in Winter Park, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Nelson Financial Planning with a 5.0-star rating from 36 Google reviews and an RNM Score of 90/100. Also in the top tier: Fellowship Financial Group and JP Law and Wealth Advisors PLLC. 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 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors stands out due to its global reputation, extensive resources, and a broad range of investment and wealth management services tailored to high-net-worth clients in Winter Park.
Most Reviewed
Grafton Wealth Advisors
A higher number of client reviews often signals strong community trust and consistent service quality, making it easier for prospective clients to gauge satisfaction.
When choosing a financial advisor in Winter Park, consider whether you prefer the personalized attention of a local boutique firm like Grafton Wealth Advisors or the institutional breadth of a national firm like Morgan Stanley. Always verify credentials and fee structures before committing.
Local Market Snapshot
11
Businesses listed
4.9★
Avg rating
11
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Consistently rated 5.0 stars from over 30 Google reviews in Winter Park.
423 Country Club Dr, Winter Park, FL 32789, USA5.0★ from 19 reviews, reflecting exceptional client trust and satisfaction.
630 Wymore Rd #304, Maitland, FL 32751, USATrusted by clients with a perfect 5.0-star rating from 41 reviews.
555 Winderley Pl # 300, Maitland, FL 32751, USAFinancial Advisors Rankings in Winter Park, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Nelson Financial Planning423 Country Club Dr, Winter Park, FL 32789, USA | 5.0★ | 36 |
| #2 | Fellowship Financial Group630 Wymore Rd #304, Maitland, FL 32751, USA | 5.0★ | 19 |
| #3 | JP Law and Wealth Advisors PLLC555 Winderley Pl # 300, Maitland, FL 32751, USA | 5.0★ | 41 |
| #4 | Merrill Lynch Wealth Management400 S Park Ave Suite 300, Winter Park, FL 32789, USA | 4.0★ | 4 |
| #5 | RBC Wealth Management Branch - Winter Park360 Garfield Ave, Winter Park, FL 32789, USA | 4.4★ | 7 |
| #6 | Grafton Wealth Advisors1270 N Orange Ave suite a, Winter Park, FL 32789, USA | 5.0★ | 4 |
| #7 | Fortress Wealth Group1099 W Morse Blvd, Winter Park, FL 32789, USA | 5.0★ | 4 |
| #8 | Financial Harvest Wealth Advisors1091 W Morse Blvd Suite 200, Winter Park, FL 32789, USA | 5.0★ | 2 |
| #9 | BARR Financial Services LLC2160 N Park Ave, Winter Park, FL 32789, USA | 5.0★ | 1 |
| #10 | Breed's Hill Wealth Management301 N Park Ave a, Winter Park, FL 32789, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Winter Park
Consistently rated 4.0 stars from 4 Google reviews.
400 S Park Ave Suite 300, Winter Park, FL 32789, USA
4.4 stars from 7 reviews, reflecting solid local client satisfaction.
360 Garfield Ave, Winter Park, FL 32789, USA
5.0 stars from 4 reviews, showcasing exceptional client satisfaction.
1270 N Orange Ave suite a, Winter Park, FL 32789, USA
Trusted local advisor with a perfect 5.0-star rating from multiple reviews.
1099 W Morse Blvd, Winter Park, FL 32789, USA
Rated a perfect 5.0 stars from early client reviews in Winter Park.
1091 W Morse Blvd Suite 200, Winter Park, FL 32789, USA
Rated 5.0 stars from one Google review, reflecting exceptional early client feedback.
2160 N Park Ave, Winter Park, FL 32789, USA
Earned a perfect 5.0-star rating from a small number of Google reviews.
301 N Park Ave a, Winter Park, FL 32789, USA
Highly rated Winter Park financial advisor with a perfect 5.0-star score from clients.
250 S Park Ave Suite 500, Winter Park, FL 32789, USA
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Financial Advisors in Winter Park, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Nelson Financial Planning | 90/100 | 5.0 ★ | 36 |
| 2 | Fellowship Financial Group | 86/100 | 5.0 ★ | 19 |
| 3 | JP Law and Wealth Advisors PLLC | 79/100 | 5.0 ★ | 41 |
| 4 | Merrill Lynch Wealth Management | 50/100 | 4.0 ★ | 4 |
| 5 | RBC Wealth Management Branch - Winter Park | 59/100 | 4.4 ★ | 7 |
| 6 | Grafton Wealth Advisors | 67/100 | 5.0 ★ | 4 |
| 7 | Fortress Wealth Group | 67/100 | 5.0 ★ | 4 |
| 8 | Financial Harvest Wealth Advisors | 64/100 | 5.0 ★ | 2 |
| 9 | BARR Financial Services LLC | 62/100 | 5.0 ★ | 1 |
| 10 | Breed's Hill Wealth Management | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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