{
  "path": "/advisors/fl/orlando/lake-mary",
  "url": "https://advisorcensus.com/advisors/fl/orlando/lake-mary",
  "page_type": "metro_city",
  "title": "Financial advisors in Lake Mary, FL",
  "filters": {},
  "scope_total": 19,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Lake Mary, FL?",
      "a": "AdvisorCensus lists 19 investment advisory firms with a principal office in Lake Mary, Florida (part of the Orlando metro area), from Form ADV filings as of October 2026: 11 SEC-registered, 7 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Lake Mary, FL?",
      "a": "3 of the 19 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Lake Mary, FL offer financial planning?",
      "a": "11 of the 18 firms in Lake Mary, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Lake Mary, FL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 3 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 19 investment advisory firms with a principal office in Lake Mary, Florida (part of the Orlando metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Orlando metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Lake Mary, FL: 19 firms from Form ADV filings as of October 2026.",
  "total_firms": 19,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 11,
    "state": 7,
    "exempt": 1
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 3
    },
    {
      "code": "percentage_of_aum",
      "count": 17
    },
    {
      "code": "hourly",
      "count": 9
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 12
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 3
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 4
    },
    {
      "code": "5_to_9",
      "count": 6
    },
    {
      "code": "10_to_19",
      "count": 7
    },
    {
      "code": "20_plus",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 3
    },
    {
      "code": "100m_500m",
      "count": 3
    },
    {
      "code": "500m_1b",
      "count": 2
    },
    {
      "code": "1b_5b",
      "count": 2
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "firms": [
    {
      "crd_number": 337253,
      "name": "Bluestar Wealth Management",
      "name_as_filed": "BLUESTAR WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bluestar-wealth-management-lake-mary-fl-337253",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297679,
      "name": "Capacuity LLC",
      "name_as_filed": "CAPACUITY LLC",
      "url": "https://advisorcensus.com/firm/capacuity-llc-lake-mary-fl-297679",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306986,
      "name": "Coastal Wealth Advisory Services, LLC",
      "name_as_filed": "COASTAL WEALTH ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/coastal-wealth-advisory-services-llc-lake-mary-fl-306986",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142106,
      "name": "Collaborative Wealth",
      "name_as_filed": "COLLABORATIVE WEALTH",
      "url": "https://advisorcensus.com/firm/collaborative-wealth-lake-mary-fl-142106",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304465,
      "name": "Dias Wealth, LLC",
      "name_as_filed": "DIAS WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/dias-wealth-llc-lake-mary-fl-304465",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289193,
      "name": "Familywealth",
      "name_as_filed": "FAMILYWEALTH",
      "url": "https://advisorcensus.com/firm/familywealth-lake-mary-fl-289193",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147869,
      "name": "Familywealth Asset Management",
      "name_as_filed": "FAMILYWEALTH ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/familywealth-asset-management-lake-mary-fl-147869",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285241,
      "name": "Financial Life Designs LLC",
      "name_as_filed": "FINANCIAL LIFE DESIGNS LLC",
      "url": "https://advisorcensus.com/firm/financial-life-designs-llc-lake-mary-fl-285241",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145248,
      "name": "Haysley Financial Services, Inc.",
      "name_as_filed": "HAYSLEY FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/haysley-financial-services-inc-lake-mary-fl-145248",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161998,
      "name": "Heartwood Financial Services",
      "name_as_filed": "HEARTWOOD FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/heartwood-financial-services-lake-mary-fl-161998",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147642,
      "name": "Jackson Wealth Management, LLC",
      "name_as_filed": "JACKSON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/jackson-wealth-management-llc-lake-mary-fl-147642",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 18,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337612,
      "name": "Kirmani Partners",
      "name_as_filed": "KIRMANI PARTNERS",
      "url": "https://advisorcensus.com/firm/kirmani-partners-lake-mary-fl-337612",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 140944,
      "name": "Newport Group Consulting, LLC",
      "name_as_filed": "NEWPORT GROUP CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/newport-group-consulting-llc-lake-mary-fl-140944",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331655,
      "name": "QTR Family Wealth, LLC",
      "name_as_filed": "QTR FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/qtr-family-wealth-llc-lake-mary-fl-331655",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155976,
      "name": "Robo Advisor, Inc.",
      "name_as_filed": "ROBO ADVISOR, INC.",
      "url": "https://advisorcensus.com/firm/robo-advisor-inc-lake-mary-fl-155976",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173937,
      "name": "Shariaportfolio, Inc.",
      "name_as_filed": "SHARIAPORTFOLIO, INC.",
      "url": "https://advisorcensus.com/firm/shariaportfolio-inc-lake-mary-fl-173937",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340522,
      "name": "SP Funds",
      "name_as_filed": "SP FUNDS",
      "url": "https://advisorcensus.com/firm/sp-funds-lake-mary-fl-340522",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288715,
      "name": "Symphony Financial Team",
      "name_as_filed": "SYMPHONY FINANCIAL TEAM",
      "url": "https://advisorcensus.com/firm/symphony-financial-team-lake-mary-fl-288715",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137001,
      "name": "Virji Investments, Inc.",
      "name_as_filed": "VIRJI INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/virji-investments-inc-lake-mary-fl-137001",
      "city": "Lake Mary",
      "state": "FL",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/fl",
      "label": "Financial advisors in Florida"
    },
    "metro": {
      "path": "/advisors/fl/orlando",
      "label": "Financial advisors in Orlando, FL"
    },
    "city_pages": [
      {
        "path": "/advisors/fl/orlando/winter-park",
        "label": "Financial advisors in Winter Park, FL",
        "firm_count": 41
      },
      {
        "path": "/advisors/fl/orlando/maitland",
        "label": "Financial advisors in Maitland, FL",
        "firm_count": 18
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/fl/orlando/fee-only",
        "label": "Fee-only financial advisors in Orlando, FL",
        "firm_count": 38
      },
      {
        "path": "/advisors/fl/orlando/flat-fee",
        "label": "Flat-fee financial advisors in Orlando, FL",
        "firm_count": 103
      },
      {
        "path": "/advisors/fl/orlando/hourly",
        "label": "Hourly financial advisors in Orlando, FL",
        "firm_count": 96
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/fl/orlando/business-owners",
        "firm_count": 1,
        "label": "Financial advisors for business owners in Orlando, FL"
      },
      {
        "path": "/advisors/fl/orlando/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in Orlando, FL"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}