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Financial Planners in Orange City, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Orange City: Addition Financial Credit Union - Lake Mary, RFA Score 75/100; 4.8★ from 3,183 Google reviews.

  2. 3

    Most-reviewed: Cohn, Lopez & Associates - Tax, Accounting & Financial Services, 283 Google reviews at 5.0★, the most of 125 ranked after Addition Financial Credit Union - Lake Mary; ranked #3.

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

125 Orange City financial planners are ranked here by RFA Score, from eight published factors. 24 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 125 rated firms.

Most of this list also appears on the Financial planners in Deltona ranking. See Financial planners in Deltona

Top 10 financial planners in Orange City 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 Orange City at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Addition Financial Credit Union - Lake Mary754.8★ (3,183)Lake Mary, 13 mi away—Top score
2Dias Wealth704.9★ (202)Lake Mary, 14 mi away——
3Cohn, Lopez & Associates - Tax, Accounting & Financial Services695.0★ (283)Winter Park, 24 mi away—Most reviews
4Frank Calbeto, Mortgage Loan Officer - First Horizon Bank684.9★ (37)DeLand, 6 mi away——
5Noble Notary & Legal Document Preparers684.9★ (107)Port Orange, 18 mi awayEvenings—
6Thomas Fleishel - Certified Financial Planner - Raymond James685.0★ (30)DeLand, 6 mi away——
7Stay Golden Insurance675.0★ (68)Eustis, 16 mi awaySat · Evenings—
8The Hidden Wealth Solution675.0★ (54)Lake Mary, 14 mi away——
9Certified Financial Group, Inc.674.8★ (110)Altamonte Springs, 19 mi away——
10Talon Wealth Management664.8★ (59)Longwood, 15 mi away——

All 125 financial planners in Orange City, 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 Orange City

    #1 Addition Financial Credit Union - Lake Mary

    Based in Lake Mary, 13 mi away

    75/100RFA 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

  2. #2 Dias Wealth

    Based in Lake Mary, 14 mi away

    70/100RFA Score

    Ranked #2 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

  8. #8 The Hidden Wealth Solution

    Based in Lake Mary, 14 mi away

    67/100RFA Score

    Ranked #8 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

  10. #10 Talon Wealth Management

    Based in Longwood, 15 mi away

    66/100RFA Score

    Ranked #10 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

  11. #11 Siler Wealth Management

    Based in Longwood, 18 mi away

    66/100RFA Score

    Ranked #11 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, 17 mi away

    66/100RFA 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 Trustco Bank

    Based in Port Orange, 21 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 81 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    3751 S Clyde Morris Blvd, Port Orange, FL 32129
    View profile for Trustco Bank(386) 322-3730

  16. #16 Bankers Life

    Based in Orange City

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2751 Enterprise Rd Ste 201, Orange City, FL 32763
    View profile for Bankers Life(386) 457-7070

  17. #17 D'latinos Finanzas LLC

    Based in Deltona, 5 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9:30 AM–6 PM · Sat 9 AM–2 PM · Sun closed
    Address
    577 Deltona Blvd #15, Deltona, FL 32725
    View profile for D'latinos Finanzas LLC(386) 575-4002

  21. #21 Trustco Bank

    Based in Sanford, 11 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.4★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 28 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1185 Rinehart Rd, Sanford, FL 32771
    View profile for Trustco Bank(407) 268-3720

  25. #25 Benetas Wealth

    Based in Lake Mary, 12 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1540 International Pkwy STE 2000, Lake Mary, FL 32746
    View profile for Benetas Wealth(407) 315-3681

How we ranked Orange City financial planners

We scored 125 Orange City 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 Orange City 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 Orange City: frequently asked questions

Which financial planner has the highest RFA Score in Orange City?

By RFA Score, the highest-ranked financial planner in Orange City, FL is Addition Financial Credit Union - Lake Mary with an RFA Score of 75/100. It has 4.8★ from 3,183 Google reviews. Dias Wealth (#2) and Cohn, Lopez & Associates - Tax, Accounting & Financial Services (#3) follow. We ranked 125 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Orange City?

RankedFinancialAdvisors ranks 125 financial planners serving Orange City, FL. 1 of them is based in Orange City; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Orange City work on weekends?

24 of 125 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Stay Golden Insurance (#7), Trustco Bank (#12) and Trustco Bank (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Orange City financial planners have?

The median Google rating among 125 rated financial planners in Orange City is 4.8★, with a median of 15 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 Orange City count in this ranking?

Yes, if they are within 25 mi of the Orange City 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 Orange City 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 Orange City 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 Orange City

  1. November 2026: RFA Scores recalculated for 125 financial planners serving Orange City.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Orange City pages