Top Picks · Casselberry
Best Financial Advisors in Casselberry, FL
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Casselberry, FL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Anders Retirement & Investment Advisors with a 4.9-star rating from 54 Google reviews and an RNM Score of 90/100. Also in the top tier: Andres Zambrano: Financial Advisor, Regal Financial Group and Edwards Financial Services. The average rating across all listed financial advisors in Casselberry is 5 stars from 23 reviews per business on average.
Financial advisors in Casselberry typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wealth Enhancement Group
Wealth Enhancement Group stands out as a top-ranked advisor due to its comprehensive wealth management services and strong reputation in the Casselberry area.
Most Reviewed
Wealth Enhancement Group
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Casselberry, consider your specific needs such as retirement planning or investment management, and always verify credentials and fee structures before committing.
Local Market Snapshot
15
Businesses listed
5★
Avg rating
23
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9 stars from 54 reviews, reflecting exceptional client trust and satisfaction.
124 E Welbourne Ave, Winter Park, FL 32789, USAExceptional 5.0-star rating from 39 Google reviews for a Casselberry financial advisor.
941 W Morse Blvd suite 100, Winter Park, FL 32789, USATrusted by clients with a 4.8-star rating from over 80 reviews.
5494 Lake Howell Rd, Winter Park, FL 32792, USAFinancial Advisors Rankings in Casselberry, FL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Anders Retirement & Investment Advisors124 E Welbourne Ave, Winter Park, FL 32789, USA | 4.9★ | 54 |
| #2 | Andres Zambrano: Financial Advisor, Regal Financial Group941 W Morse Blvd suite 100, Winter Park, FL 32789, USA | 5.0★ | 39 |
| #3 | Edwards Financial Services5494 Lake Howell Rd, Winter Park, FL 32792, USA | 4.8★ | 83 |
| #4 | Edward Jones - Financial Advisor: Brad Weston260 Wekiva Springs Rd Ste 1090, Longwood, FL 32779, USA | 5.0★ | 1 |
| #5 | Payne Financial Group1052 Willa Springs Dr, Winter Springs, FL 32708, USA | 5.0★ | 3 |
| #6 | G A Repple & Co101 Normandy Rd #101, Casselberry, FL 32707, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Leng Tiew, CFP®3385 S US Hwy 17 92 Suite 249, Casselberry, FL 32707, USA | 5.0★ | 47 |
| #8 | Guardian Wealth Management464 W Pipkin Rd, Lakeland, FL 33813, USA | 5.0★ | 8 |
| #9 | Avenues Wealth311 W Fairbanks Ave #201, Winter Park, FL 32789, USA | 5.0★ | 6 |
| #10 | Fairway Financial LLC950 S Winter Park Dr, Casselberry, FL 32707, USA | 4.9★ | 31 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Casselberry
5.0 stars from one review, offering financial guidance in Casselberry.
260 Wekiva Springs Rd Ste 1090, Longwood, FL 32779, USA
5.0-star rated financial advisor with excellent client feedback from recent reviews.
1052 Willa Springs Dr, Winter Springs, FL 32708, USA
Exceptional 5.0-star rating from a handful of client reviews.
101 Normandy Rd #101, Casselberry, FL 32707, USA
Rated 5.0 stars from 47 reviews, this Casselberry financial advisor is highly trusted.
3385 S US Hwy 17 92 Suite 249, Casselberry, FL 32707, USA
Exceptional 5.0-star rating from eight satisfied local clients.
464 W Pipkin Rd, Lakeland, FL 33813, USA
Exceptional 5.0-star rating from six Google reviews for a Casselberry financial advisor.
311 W Fairbanks Ave #201, Winter Park, FL 32789, USA
4.9-star rating from 31 reviews, reflecting exceptional client satisfaction.
950 S Winter Park Dr, Casselberry, FL 32707, USA
Boasts a perfect 5.0-star rating from 13 local Google reviews.
360 Wilshire Blvd #104, Casselberry, FL 32707, USA
Trusted by clients with a stellar 4.8★ rating from several Google reviews.
1700 Town Plaza Ct, Winter Springs, FL 32708, USA
5.0 stars from 37 reviews, reflecting exceptional client satisfaction in Casselberry.
238 N Park Ave, Winter Park, FL 32789, USA
Rated 5.0 stars from 21 reviews, offering trusted financial guidance in Casselberry.
910 McGregor Way, Maitland, FL 32751, USA
Trusted Casselberry financial advisor with a perfect 5.0-star rating from clients.
316 N Park Ave C, Winter Park, FL 32789, USA
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Financial Advisors in Casselberry, FL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Anders Retirement & Investment Advisors | 90/100 | 4.9 ★ | 54 |
| 2 | Andres Zambrano: Financial Advisor, Regal Financial Group | 90/100 | 5.0 ★ | 39 |
| 3 | Edwards Financial Services | 79/100 | 4.8 ★ | 83 |
| 4 | Edward Jones - Financial Advisor: Brad Weston | 65/100 | 5.0 ★ | 1 |
| 5 | Payne Financial Group | 66/100 | 5.0 ★ | 3 |
| 6 | G A Repple & Co | 76/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Leng Tiew, CFP® | 79/100 | 5.0 ★ | 47 |
| 8 | Guardian Wealth Management | 82/100 | 5.0 ★ | 8 |
| 9 | Avenues Wealth | 72/100 | 5.0 ★ | 6 |
| 10 | Fairway Financial LLC | 75/100 | 4.9 ★ | 31 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Casselberry
What is a fiduciary financial advisor and why does it matter in Casselberry?
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 Casselberry, 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 Casselberry?
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: July 4, 2026.
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