Fee-Only Financial Advisor in Maitland

Planning For High-Income Families And Commercial Real Estate Executives In Maitland And The I-4 Corridor

Envision Wealth Planners is headquartered at 910 McGregor Way in Maitland, so this one's home. Sean Gerlin, CFP® CPWA® ChFC® CLU®, is a fee-only fiduciary who helps high-income families and commercial real estate executives align their wealth with the life they want. Neighbors are welcome to stop by.

I've run Envision from Maitland since I founded the firm in 2018. The office sits just off Maitland Boulevard between I-4 and 17-92. A lot of our clients can be in the conference room in ten minutes, drop off a document on the way to work, or bring their CPA along because that office is probably down the street too. We like being a neighborhood firm. You won't get lost in the shuffle here.

Maitland is a small city wrapped around one of Central Florida's bigger office parks, so in any given week I might sit down with a family from two streets over and a brokerage team from Maitland Center. Different lives, same underlying question: we're doing well, but are we doing this right? That's exactly the question Envision was built to answer.

How We Work

How We Help Families and Business Owners in Maitland

Why I left the brokerage world

I spent years at a large broker-dealer before starting Envision. I was good at the job, but the model bothered me: the products paid the advisor, and that shaped the advice. So I built a fee-only firm. We're paid by our clients and no one else, which means when we recommend something, it's because we think it's right for you.

We start with your life, not your statements

Our process is called Financial Life Planning, and the first meeting is mostly us listening. What do you want more of? What keeps you up at night? Where do you want to be in ten years? The investments and tax strategy come after, and they're a lot better for it.

Your personal CFO

Most families we work with already have a CPA and often an estate attorney. We don't replace anyone. We coordinate everyone, so the tax plan, the estate documents, and the investments say the same thing instead of arriving as three sets of advice that quietly contradict each other.

Wealth is freedom, not a finish line

Our clients aren't trying to retire at 65 and start living. They want work to be optional in their fifties, tuition handled without panic, and the ability to take the trip now. Advanced tax planning and private investments are the tools. The goal is a life you actually enjoy along the way.

Meeting Us

How Meetings Work

You're already here, so this is easy. The office is at 910 McGregor Way, off Maitland Boulevard between I-4 and 17-92, with parking at the door. Maitland clients meet in person more than anyone else we work with, which we love, and we still run plenty of reviews by video when a workday gets tight. It all starts with a 20-minute introductory call. That's a conversation about you and what you're working toward, not a review of your statements. And if you'd rather have that first conversation over coffee at the office, come on by. From there, it's our five-step Financial Life Planning process: we get to know your life, gather the documents, build the plan, review it together while you push back, then meet through the year as things change.

Want the detail?

Envision Wealth Planners

910 McGregor Way
Maitland, FL 32751

407.720.6535
connect@envisionplanners.com

Sean Gerlin, CFP® CPWA® ChFC® CLU®
Founder and Registered Investment Advisor

Frequently asked questions

Where exactly is your Maitland office?

910 McGregor Way, Maitland, FL 32751, just off Maitland Boulevard between I-4 and 17-92. There's parking at the building. Call 407.720.6535 or book online, and if you're local, feel free to skip the video call and just come in.

Who do you typically work with?

High-income families and commercial real estate executives, mostly in their thirties through fifties, who are earning well and want to make sure they're not leaving anything on the table. Many are business owners or get paid in ways that don't fit a standard playbook. If your financial life has outgrown a template, we'll probably get along.

What does fee-only mean for me?

Every dollar we earn comes from our clients. No commissions on investments, no insurance sales, no referral fees. We've run Envision this way since day one, because we wanted our advice to be about what's right for you, full stop.

Do you have a minimum?

Our minimum annual fee is $10,000, charged based on assets under management. If your assets don't reach the minimum on their own, we can work out other ways to meet it. We're happy to talk fees openly on the first call. Nobody likes a surprise.

Can I meet in person for reviews instead of video?

Of course, and being local makes it easy. Some clients come in every quarter, some do everything by video, and plenty mix the two. Anything involving a stack of paper to sign tends to go faster in person.

Envision Wealth Planners is a fee-only Registered Investment Advisor. This page is informational and is not an offer of personalized investment advice. See our SEC adviser record for disclosures. Reviewed September 2026.

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Talk With a Fee-Only Advisor Serving Maitland

Before we dive into the details of your finances and investments, we want to learn more about your situation. A 20-minute introductory call allows us to get to know each other and answer your preliminary questions.

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