Financial Planning in Orlando
Fee-only fiduciary advisors serving Orlando. No commissions. No conflicts. Just advice that puts your interests first.
FirsTrust has served Central Florida families from our downtown Orlando office since 1995. Located on the 15th floor of The Plaza at 121 S. Orange Avenue, our fee-only advisors help Orlando-area professionals and retirees build clear, actionable financial plans—without the conflicts of commission-driven advice. Whether you're navigating retirement in Winter Park, managing wealth in Lake Nona, or planning your next chapter in Baldwin Park, our team brings nearly three decades of local expertise to your financial future.
The FirsTrust Difference
Why Choose a Fee-Only Advisor in Orlando?
When it comes to comprehensive financial planning, the advisor you choose matters. Here's what sets us apart.
100% Fee-Only
No Commissions, Ever
We're compensated directly by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise your financial future.
Fiduciary Standard
Your Interests First
As registered investment advisors, we're legally bound to put your interests ahead of our own. This is the highest standard of care in the financial industry.
Transparent Fees
No Hidden Charges
You'll always know exactly what you're paying. Our fees are clearly disclosed upfront—no surprises, no fine print, no games.
CFP® & CFA® Certified
Proven Expertise
Our advisors hold the most rigorous credentials in financial planning and investment management—backed by years of education and experience.
Ready to work with advisors who put you first?
Schedule a CallA Clear Financial Plan
Planning is crucial. A strong financial plan gives you clear direction, a way to measure progress, and a framework for handling both expected milestones and curveballs. It helps you make better decisions with confidence because you know what you’re working toward and why. At FirsTrust, we help you define what success looks like, turn it into specific goals, and build a plan that keeps you focused as life changes.
We start with a complete, objective review of your full financial picture, including what you own, what you owe, how you earn, how you spend, and how your investments, taxes, retirement cash flow, and estate plans fit together. After we’ve looked at the whole picture, we prioritize what needs attention first and recommend the strategies that will make the biggest impact. The result is a clear action plan that helps you use the right tools, avoid costly blind spots, and keep your decisions aligned with your long-term goals.
Our Approach
A comprehensive review, a prioritized action plan, expert implementation, and disciplined ongoing management.
Clarify Today
- Your Personal Financial Website
- Visualize Your Entire Financial Picture
- Up-to-date Account Values
- Digitally Integrated Financial Plan
Design Tomorrow
- Define Goals & Priorities
- Build Your Master Financial Plan
- Integrate Tax, Investment & Estate Strategies
- Stress-Test Multiple Scenarios
Stay On Track
- Align Investments with Objectives
- Optimize for Taxes & Costs
- Execute with Fiduciary Guidance
- Monitor, Review & Adjust
Tap a discipline to learn more
You're Not Alone
In every stage of life and at any level of complexity, our experienced, fee-only financial professionals can help transform uncertainty into clarity, confidence, and lasting peace of mind.
Hover over a discipline to learn more
See What Your Financial Plan Looks Like
You'll feel comfortable having updated values of everything you own, no matter where it's located.
Frequently Asked Questions
Common questions about comprehensive financial planning in Orlando
Fee-only means we're compensated solely by our clients—never by commissions, referral fees, or product sales. This eliminates conflicts of interest that can compromise advice quality. When you work with FirsTrust for comprehensive financial planning, you can trust that our recommendations are 100% in your best interest.
Financial advisor fees in Orlando vary widely. Commission-based advisors may appear "free" but earn money from products they sell you. FirsTrust uses transparent fee-only pricing—we're compensated directly by our clients, never by commissions. Contact us for a free consultation to discuss pricing for your specific situation.
A fiduciary is legally required to put your interests first. Many "financial advisors" only need to recommend "suitable" products—which may include options that pay them higher commissions. FirsTrust advisors are fiduciaries, meaning we're held to the highest standard of care and must always act in your best interest.
While you can manage comprehensive financial planning on your own, a qualified advisor brings expertise in tax optimization, investment strategy, and estate planning that may benefit your overall financial picture. An advisor can help you avoid common mistakes, stay disciplined during market volatility, and coordinate complex planning decisions. Whether professional guidance is right for you depends on your unique situation—schedule a consultation to discuss your needs.
Look for advisors who are Registered Investment Advisors (RIAs) with the SEC, hold credentials like CFP or CFA, and operate as fee-only fiduciaries. You can verify credentials at BrokerCheck.finra.org and advisorinfo.sec.gov. FirsTrust is a registered RIA and our advisors hold CFP and CFA certifications.
Visit Our Orlando Office
Schedule a call to meet with our team
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