Top financial advisors in Deltona, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Deltona, FL, or managing wealth here, understanding local tax nuances is key since Florida has no state income tax but relies heavily on property and sales taxes. A common mistake is assuming tax planning is simpler without state income tax, which can lead to overlooked costs.
- Federal tax focus. Confirm how the advisor integrates federal tax strategies with Florida's unique tax environment.
- Property tax insights. Ask how they help manage or plan for property taxes, a significant expense in Florida.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida and the related financial shifts.
- Homestead protection knowledge. Ensure they understand Florida's strong homestead laws and how these affect your asset protection and estate planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Khalid B
Series 63, Series 65
Deltona, FL
FIFTH THIRD SECURITIES, Inc.
Khalid Boyd, based in Deltona, FL, offers expertise in passive and index investing along with tax-loss harvesting, which can be valuable for managing federal tax strategies in Florida's unique tax environment. Working at Fifth Third Securities, a large firm with discretionary managed-account programs and tax-overlay services, he supports a diverse client base including individuals and institutions, with a 1.50% AUM fee structure.
Experience: 2 years
Avg account: $230,450
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James W
CFP®, Series 63
Deltona, FL
Ameriprise
James Wright specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Deltona, FL, where managing property taxes and homestead protections is crucial. With 26 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tailored, tax-efficient planning with a 0.15% AUM fee, distinguishing him from advisors with smaller practices or less extensive firm resources.
Experience: 27 years
Avg account: $471,167
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Teresa A
Series 63, Series 65
Orange City, FL
Bankers Life Advisory Services, Inc.
Teresa Abramson offers wealth management services near Deltona, FL, with a focus on customized asset allocation and tax efficiency, which is crucial given Florida's unique tax environment. Working at a large firm, she provides discretionary portfolio management and investment consulting, catering primarily to mass-affluent and high-net-worth clients, and charges negotiable fees based on assets under management or hourly consulting rates.
Experience: 5 years
Avg account: $172,460
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Jeffery P
Series 63, Series 66
Deltona, FL
Fidelity
Jeffery Pilate's 32 years of experience at Fidelity equip him to navigate Deltona's unique tax environment, including property tax and wealth migration considerations. His expertise in active portfolio management and charitable giving, combined with Fidelity's large-firm resources and quantitative investment approach, distinguishes him from other advisors in the area.
Experience: 32 years
Avg account: $234,793
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Kyle J
Series 66
Deltona, FL
OSAIC
Kyle Jensen in Deltona, FL, offers expertise in annuities and serves clients including founders, executives, and retirees, which suits those managing wealth in this area. His firm, OSAIC, is a large SEC-registered adviser providing flat-fee financial planning up to $25,000 and uses advanced portfolio optimization tools, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 5 years
Avg account: $398,336
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