Top financial advisors in Casselberry, FL
We've curated a list of the best financial advisors in Casselberry, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $97,738,619 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Casselberry, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Casselberry. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fairway Financial, LLC
Fairway Financial, LLC is a financial advisory firm based in Casselberry, Florida. It currently has approximately $97,738,619 of assets under management and employs about 3 people. Fairway Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$97,738,619 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Casselberry, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Casselberry. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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