Fee-Only Financial Advisor in Orlando

Planning For High-Income Families And Commercial Real Estate Executives In The Orlando Metro

From our Maitland office, ten minutes north of downtown, Envision Wealth Planners serves high-income families and commercial real estate executives across the Orlando metro. Sean Gerlin, CFP® CPWA® ChFC® CLU®, is a fee-only fiduciary who helps clients align their wealth with purpose, and we're paid by our clients and nobody else, never by commission.

I'm a native Floridian, a Gator, and I've called the Orlando area home since my wife Nicole and I settled here to raise our two kids. There's a lot of good financial advice available in this town. What's harder to find is someone who already knows how a commercial real estate career actually pays, or what to do with a family whose finances outgrew the template years ago.

That's the work I built Envision around. I founded the firm in 2018 after leaving a commission-based brokerage, because I wanted to give advice that answered only to the client. Today we serve two groups from our Maitland office: commercial real estate executives across Orlando's brokerage and development community, and high-income families who want one trusted person looking at the whole picture.

How We Work

How We Help Families and Business Owners in Orlando

Income that shows up in lumps

If you're a broker or developer, your income can double one year and halve the next with nothing going wrong. We've worked with CRE professionals for years. We plan from a multi-year average, size a real reserve, and decide before a big closing where that money goes. It's the difference between a strong year that changes your life and one that just disappears.

You're a business owner, whether you think of yourself that way or not

Paid on a 1099 or through your own entity? That opens up retirement plan options a W-2 employee never sees, and the right choice can shelter a great deal of income. It's one of the most consequential decisions on the table and one of the least talked about. We talk about it.

Planning that starts with your life

Our Financial Life Planning process begins with what you want your life to look like, then builds the tax strategy, investments, and protection around it. It's collaborative, it evolves as your life does, and it's designed so you leave our meetings feeling clearer, not buried.

Freedom, on your timeline

Most of our clients want the option to step back in their fifties, or at least to stop feeling like the treadmill is set to sprint. Advanced tax planning, private investments, and a deliberate mix of taxable, tax-deferred, and Roth assets are how we build that flexibility. The point is to enjoy the wealth you've built, not just accumulate it.

Meeting Us

How Meetings Work

The office is at 910 McGregor Way in Maitland, about ten minutes north of downtown Orlando and easy to reach from I-4 or 17-92. Most clients meet in person for the first conversation and then move to video for reviews. Plenty do the whole relationship remotely, and some like to come in every time. Any of those is fine with us. We start with a 20-minute introductory call, which is a conversation about your situation rather than a review of your statements. 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 is your office relative to Orlando?

910 McGregor Way, Maitland, FL 32751, roughly ten minutes north of downtown and easy from both I-4 and 17-92. Clients come from all over the metro, including Winter Park, Windermere, Lake Mary, and Longwood.

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. Fees are one of the first things we'll cover on the introductory call.

What does fee-only mean for me?

The only money we receive comes from you. No commissions on investments, insurance, or any product we recommend, so no recommendation can be worth more to us than another. Envision has been fee-only since I founded it in 2018.

Do you work with clients outside the Orlando area?

Yes. Much of the relationship happens over video, and we have clients across Florida and in other states. Being able to meet in Maitland is convenient for Orlando-area clients, but it's not a requirement.

Can you work alongside my current CPA?

That's the usual arrangement, and our favorite one. We coordinate with your tax advisor, insurance advisor, and estate attorney rather than asking you to replace anyone. If you're missing one of those, we'll introduce you to someone we trust.

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 Orlando

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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