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COLLABORATIVE WEALTH

Financial Advisor serving Lake Mary, Florida · 1 of 11 financial advisors in the area

📍 972 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746
📞 (407) 792-••••
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📍 972 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746

About COLLABORATIVE WEALTH

COLLABORATIVE WEALTH is a financial advisor located in Lake Mary, Florida. As a local financial advisor, they serve Lake Mary and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Mary should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lake Mary

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lake Mary may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lake Mary

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lake Mary?
Financial Advisors in Lake Mary typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lake Mary?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 11 financial advisors in Lake Mary to choose from.
Does COLLABORATIVE WEALTH offer free quotes?
Contact COLLABORATIVE WEALTH directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lake Mary

NEWPORT GROUP CONSULTING, LLC

300 PRIMERA BLVD., LAKE MARY, FL 32746

JACKSON WEALTH MANAGEMENT, LLC

755 PRIMERA BLVD, LAKE MARY, FL 32746

SHARIAPORTFOLIO, INC.

1331 S. INTERNATIONAL PARKWAY, LAKE MARY, FL 32746

QTR FAMILY WEALTH, LLC

605 CRESCENT EXECUTIVE COURT, LAKE MARY, FL 32746

BLUESTAR WEALTH MANAGEMENT

255 PRIMERA BLVD, LAKE MARY, FL 32746

BLUE STAR WEALTH MANAGEMENT LLC

255 PRIMERA BLVD