Best Financial Advisors in ORMOND BEACH, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ORMOND BEACH
COMPASS FINANCIAL ADVISORY SERVICES, LLC
ORMOND BEACH, FL · Since 2022
HOLLAND ADVISORY SERVICES, INC.
ORMOND BEACH, FL · Since 2017
PLAN TO PROSPER WEALTH MANAGEMENT
ORMOND BEACH, FL · Since 2025
STORMS & ROWDON FINANCIAL SERVICES, INC.
ORMOND BEACH, FL · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.