Best Financial Advisors in ORMOND BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$308M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in ORMOND BEACH
#1
100
COMPASS FINANCIAL ADVISORY SERVICES, LLC
ORMOND BEACH, FL · Since 2022
$527M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
95
HOLLAND ADVISORY SERVICES, INC.
ORMOND BEACH, FL · Since 2017
$308M AUM10 clientsFee: 0%
FiduciaryFee-Only
#3
95
PLAN TO PROSPER WEALTH MANAGEMENT
ORMOND BEACH, FL · Since 2025
$234M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
STORMS & ROWDON FINANCIAL SERVICES, INC.
ORMOND BEACH, FL · Since 2025
$141M AUM3 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ORMOND BEACH?
The median advisory fee in ORMOND BEACH, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.