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Top Financial Advisors in Lake Mary, FL

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Lake Mary, FL

Lake Mary offers numerous options for financial advisors, but it’s important to find the advisor that best fits your needs and objectives. After conducting extensive research on the advisory firms in the Sunshine State, we’ve formed a list of the top financial advisors in Lake Mary. Our review compares each firm’s assets under management (AUM), advisory services, fee structures and investment strategies. You can also use SmartAsset's free financial advisor matching service to connect with up to three local advisors in the area.

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Lamco Advisory Services, Inc. Lamco Advisory Services, Inc. logo Find an Advisor

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$3,541,041,993 $1,000,000
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

$1,000,000

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
2 Jackson Wealth Management, LLC Jackson Wealth Management, LLC logo Find an Advisor

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$758,964,318 No set account minimum
  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors
3 Collaborative Wealth Management, Inc. Collaborative Wealth Management, Inc. logo Find an Advisor

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$386,666,058 $100,000
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets

$100,000

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors
4 Tim Looney Investments, LLC Tim Looney Investments, LLC logo Find an Advisor

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$288,102,838 No set account minimum
  • Portfolio management
  • Financial planning
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Pension consulting
5 Bauerle Financial Inc. Bauerle Financial Inc. logo Find an Advisor

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$102,750,711 No set account minimum
  • Portfolio management
  • Financial planning
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Portfolio management
  • Financial planning
  • Selection of other advisors

What We Use in Our Methodology

To find the top financial advisors in Lake Mary, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Lamco Advisory Services, Inc.

Lamco Advisory Services, Inc. tops our list. The fee-only firm serves non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations. 

Some of the firm’s advisors have various credentials, namely the certified financial planner (CFP) accredited investment fiduciary (AIF) and certified plan fiduciary advisor (CPFA) designations.  

Lamco Advisory's fees for its advisory services are asset-based. The firm generally requires clients to have an account minimum of $1,000,000. 

Lamco Advisory Services Background

Lamco Advisory was established in 1991 as a subsidiary of The Lamco Group, Inc. The firm offers private wealth and investment management services, as well as financial planning and pension consulting services. Lamco Advisory serves clients through three different market segments: private wealth, qualified retirement plans and foundations and endowments. 

The firm also offers sub-advisory services to unaffiliated investment advisors. 

Lamco Advisory Services Investment Strategy

Lamco Advisory uses a variety of strategies when making investment decisions. These include asset allocation, quantitative and qualitative research and internal proprietary research reports. 

The firm typically employs a long-term investment approach to client assets, and it generally recommends strategies involving a time horizon of at least three to five years. Lamco Advisory generally uses mutual funds and exchange-traded funds

Jackson Wealth Management, LLC

At fee-based financial advisor firm Jackson Wealth Management, LLC, the client base consists of non-high-net-worth and high-net-worth individuals, trusts, business entities, pension and profit sharing plans, corporations and charitable organizations. 

Jackson Wealth doesn’t have a set account minimum, and it charges asset-based fees. 

Jackson Wealth Management Background

Founded in 2008, Jackson Wealth offers various advisory services, including portfolio management, financial planning, pension consulting and advisor referrals. 

The firm’s asset management services also include:

  • Education planning
  • Retirement planning
  • Estate planning
  • Insurance review
  • Tax planning

George P. Jackson is the firm’s principal owner. 

Jackson Wealth Management Investing Strategy

The firm generally provides advice on mutual fund and exchange-traded fund investments. Jackson Wealth may also advise clients on a range of other investments, including warrants, equity securities, corporate debt securities, commercial paper, certificates of deposit (CDs) and various other securities. 

Jackson wealth implements many different security analysis methods. These include fundamental analysis, cyclical analysis, charting analysis and technical analysis. The firm also utilizes long-term and short-term purchases, short sales, trading, margin transactions and option writing.

Collaborative Wealth Management, Inc.

Collaborative Wealth Management, Inc. is fee-based. The firm’s fee structure means that certain advisors can earn commissions from selling insurance products. While this could create a conflict of interest, the firm is bound by its fiduciary duty to put clients' interests first.

Collaborative Wealth’s client base is composed of non-high-net-worth individuals and high-net-worth individuals, trusts, estates, retirement plans and business entities. Clients pay an asset-based fee for portfolio management, but the firm charges hourly fees for planning and consulting services.

Firm advisors offer various skill sets, including the certified financial planner (CFP) designation. Collaborative Wealth requires a $100,000 account minimum. 

Collaborative Wealth Management Background

Collaborative Wealth is a financial planning and wealth management firm established in 2007. Though the firm’s primary services include investment management and financial planning, it also offers advisor referral services. 

Clients using Collaborative Wealth’s financial planning and consulting services can also benefit from the firm’s comprehensive planning, wealth planning and limited planning services.

Collaborative Wealth Management Investing Strategy

Advisors chiefly employ fundamental analysis and technical analysis securities methods. The firm uses an array of sources for its investment research. These include prospectuses, corporate rating services, company press releases and annual reports. 

Collaborative Wealth typically recommends long-term investments, and the firm uses index and actively managed mutual funds and exchange-traded funds. 

Tim Looney Investments, LLC

Tim Looney Investments, LLC works mostly with non-high-net-worth individuals. The firm also serves high-net-worth individuals

The firm is fee-based, so advisors collect commissions from the sale of insurance products. Though this creates an opportunity for advisors to favor certain investments, the firm is legally required to uphold its fiduciary duty

The firm doesn’t require a minimum to open an account. It charges hourly fees and fixed fees for its financial planning and consulting services and an asset-based fee for its investment management services.

Tim Looney Investments Background

The investment management firm was founded by Tim Looney in 2012. The firm’s services include asset management and financial planning and consulting. Tim Looney Investments also provides seminars and workshops on investing and taxes.

The firm’s financial planning and consulting services give clients access to other areas of wealth planning, including:

  • Tax planning
  • Insurance review
  • Retirement planning
  • Estate planning
  • Asset allocation

Tim Looney Investments Portfolio Strategy

The firm bases its investment approach on each client’s specific investment objectives. Tim Looney Investments’s key strategies include long-term purchases, short-term purchases and trading. Advisors employ fundamental analysis to analyze a stock and determine its value. The firm says it uses technical analysis to evaluate and study price patterns of securities. With cyclical analysis, the advisory studies different cycles of the market.

Bauerle Financial Inc.

Fee-only financial advisor Bauerle Financial Inc. offers advisory services to high-net-worth and non-high-net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, defined benefit plans, trusts, estates, charitable organizations and corporations.

Bauerle Financial doesn’t have a set account minimum for its clients. The firm charges hourly fees for financial planning and consulting services and an annual flat fee for asset management. Firm advisor qualifications include the CFP designation.

Bauerle Financial Background

Bauerle Financial was established in 1995 by CFP Tod Alex Bauerle. Bauerle also acts as the firm’s president and chief compliance officer. 

Bauerle Financial offers portfolio management, financial planning, consulting and advisor referral services. The firm’s investment management services feature risk evaluation, asset allocation, portfolio performance analysis and assessments on the impacts of taxes and costs. 

Bauerle Financial Investment Strategy

Bauerle Financial says it normally employs investment strategies requiring a minimum time horizon of five years. The firm’s key securities analysis methods include technical analysis, fundamental analysis, cyclical analysis and charting analysis.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research