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Financial Planners in Casselberry, FL: 2026 rankings

197 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Casselberry: Addition Financial Credit Union - Lake Mary, RFA Score 77/100; 4.8★ from 3,183 Google reviews.

  2. 4

    Most-reviewed: Addition Financial Credit Union - South Orlando, 594 Google reviews at 4.8★, the most of 197 ranked after Addition Financial Credit Union - Lake Mary; ranked #4.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

197 Casselberry financial planners are ranked here by RFA Score, from eight published factors. 46 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 197 rated firms.

Top 10 financial planners in Casselberry at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Casselberry at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Addition Financial Credit Union - Lake Mary774.8★ (3,183)Lake Mary, 6 mi awayTop score
2Cohn, Lopez & Associates - Tax, Accounting & Financial Services745.0★ (283)Winter Park, 5 mi away—
3Dias Wealth724.9★ (202)Lake Mary, 6 mi away—
4Addition Financial Credit Union - South Orlando724.8★ (594)Orlando, 14 mi awayMost reviews
5Strong Point Financial, Inc.714.9★ (438)Orlando, 17 mi away—
6Certified Financial Group, Inc.704.8★ (110)Altamonte Springs, 4 mi away—
7Oxford Advisory Group704.9★ (151)Orlando, 10 mi away—
8Edwards Financial Services704.8★ (86)Winter Park, 4 mi away—
9Siler Wealth Management695.0★ (55)Longwood, 4 mi away—
10BURGOS & BREIN WEALTH MANAGEMENT694.9★ (89)Orlando, 8 mi away—

All 197 financial planners in Casselberry, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Casselberry

    #1 Addition Financial Credit Union - Lake Mary

    Based in Lake Mary, 6 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 3,183 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 3,183 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 10 AM–5 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1000 Primera Blvd Entrance, Lake Mary, FL 32746
    View profile for Addition Financial Credit Union - Lake Mary(407) 896-9411

  3. #3 Dias Wealth

    Based in Lake Mary, 6 mi away

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 202 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 202 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for Dias Wealth(321) 926-0936

  7. #7 Oxford Advisory Group

    Based in Orlando, 10 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.9★ from 151 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 151 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    111 N Orange Ave #775, Orlando, FL 32801
    View profile for Oxford Advisory Group(407) 495-2004

  9. #9 Siler Wealth Management

    Based in Longwood, 4 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Crown Oak Centre Dr, Longwood, FL 32750
    View profile for Siler Wealth Management(407) 831-8002

  12. #12 Trustco Bank

    Based in Winter Springs, 3 mi away

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 70 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    851 E State Rd 434, Winter Springs, FL 32708
    View profile for Trustco Bank(407) 327-6064

  13. #13 Talon Wealth Management

    Based in Longwood, 4 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    781 Ciara Crk Cv #1003, Longwood, FL 32750
    View profile for Talon Wealth Management(407) 270-1000

  14. #14 The Hidden Wealth Solution

    Based in Lake Mary, 6 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    250 International Pkwy Ste 134, Lake Mary, FL 32746
    View profile for The Hidden Wealth Solution

  16. #16 KP Financial Firm

    Based in Orlando, 21 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 10 AM–3 PM · Sun closed
    Address
    13495 Veterans Way Ste 220, Orlando, FL 32827
    View profile for KP Financial Firm(407) 792-4500

  17. #17 Fairway Financial LLC

    Based in Casselberry

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.9★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    950 S Winter Park Dr, Casselberry, FL 32707
    View profile for Fairway Financial LLC(321) 724-0727

  18. #18 Ogden Wealth LLC

    Based in Maitland, 4 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    260 Lookout Pl Ste 106, Maitland, FL 32751
    View profile for Ogden Wealth LLC(407) 645-1639

  19. #19 Meridian Wealth Advisors

    Based in Winter Park, 7 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2745 W Fairbanks Ave, Winter Park, FL 32789
    View profile for Meridian Wealth Advisors(407) 574-3440

  21. #21 Bankers Life

    Based in Orlando, 20 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 191 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 191 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6277 Sea Harbor Dr Ste 202, Orlando, FL 32821
    View profile for Bankers Life(407) 678-0222

  23. #23 Christella Sincere

    Based in Orlando, 14 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 68 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    6000 Metrowest Blvd Suite 200, Orlando, FL 32835
    View profile for Christella Sincere(407) 917-4753

  25. #25 Weiser Financial

    Based in Orlando, 14 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Thu 8:30 AM–5:30 PM · Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    125 Terra Mango Loop, Orlando, FL 32835
    View profile for Weiser Financial(407) 393-6650

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 197 ranked financial planners here; the rest are on their profiles.

financial planners in Casselberry, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Florida Financial Advisors674.8★ (46)9 mi
27Envision Wealth Planners675.0★ (21)3 mi
28CPA Accounting & Tax Services of Orlando674.6★ (90)12 mi
29Trustco Bank664.8★ (79)17 mi
30Fellowship Financial Group665.0★ (21)5 mi
31Bank of America (with Drive-thru ATM)663.9★ (251)6 mi
32The LifeWealth Group664.9★ (72)18 mi
33New York Life Insurance664.6★ (32)6 mi
34Stay Golden Insurance665.0★ (68)20 mi
35Trustco Bank664.7★ (31)7 mi
36Group 10 Financial, LLC665.0★ (19)5 mi
37The Silva Solution CPA LLC664.9★ (41)13 mi
38Cramer & Rauchegger, Inc664.4★ (28)4 mi
39Trustco Bank654.2★ (37)4 mi
40Oxford Advisory Group | Financial Advisors655.0★ (67)21 mi
41578 Advisors655.0★ (45)17 mi
42Beacon Pointe Advisors655.0★ (17)6 mi
43CandorPath Financial655.0★ (13)4 mi
44Advisor Group Florida655.0★ (40)17 mi
45AmeriLife of Central Florida, LLC654.6★ (22)6 mi
46First Horizon Bank - Longwood, FL - N US Hwy 17 92654.2★ (20)2 mi
47Smartwealth655.0★ (13)5 mi
48Synergy Wealth Alliance655.0★ (12)5 mi
49Christian Financial Resources, Inc.654.6★ (22)8 mi
50First Horizon Bank - Orlando, FL - Edgewater Dr654.3★ (38)8 mi

Also serving Casselberry

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Casselberry
BusinessGoogle ratingDistance
360 Financial Firm, LLC5.0★ (2)5 mi
Bauerle Financial Inc5.0★ (2)8 mi
Baumgarten Gary T5.0★ (2)6 mi
Blue Trust | Orlando Financial Advisors5.0★ (2)6 mi
Cadex financialIn Casselberry
Clarity Financial Design5.0★ (2)6 mi
De Prince Race & Zollo Inc5.0★ (2)6 mi
Destiny Family Office5.0★ (2)6 mi
Edward Jones - Financial Advisor: Leng Tiew, CFP®5.0★ (51)In Casselberry
Elite Financial Partners3.0★ (2)4 mi
Financial Life DesignsIn Casselberry
First Command Financial Planning5.0★ (2)5 mi
G A Repple & Co5.0★ (2)In Casselberry
Global Asset Management Group2.5★ (2)4 mi
Heartwood Financial Services5.0★ (2)6 mi
McNair and Associates, PA, CPA's1.0★ (2)1 mi
Northshore Courtyard Villas1.0★ (2)In Casselberry
Stonebridge Financial Planning5.0★ (2)9 mi
Tim Looney Investments, LLC5.0★ (2)4 mi
Value Shield Capital Strategies5.0★ (2)5 mi

How we ranked Casselberry financial planners

We scored 197 Casselberry financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Casselberry data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Casselberry: frequently asked questions

Which financial planner has the highest RFA Score in Casselberry?

By RFA Score, the highest-ranked financial planner in Casselberry, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 77/100. It has 4.8★ from 3,183 Google reviews. Cohn, Lopez & Associates - Tax, Accounting & Financial Services (#2) and Dias Wealth (#3) follow. We ranked 197 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Casselberry?

RankedFinancialAdvisors ranks 197 financial planners serving Casselberry, FL. 2 of them are based in Casselberry; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Casselberry work on weekends?

46 of 197 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Trustco Bank (#12) and KP Financial Firm (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Casselberry financial planners have?

The median Google rating among 197 rated financial planners in Casselberry is 4.8★, with a median of 17 reviews. Addition Financial Credit Union - Lake Mary has the most, 3,183 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Casselberry count in this ranking?

Yes, if they are within 25 mi of the Casselberry city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Casselberry ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Casselberry a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Casselberry

  1. November 2026: RFA Scores recalculated for 197 financial planners serving Casselberry.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Casselberry pages