Fee-Only Financial Advisor in Windermere

Planning For High-Income Families And Commercial Real Estate Executives In Windermere And West Orange County

Windermere households tend to have a balance sheet, not just a portfolio. Sean Gerlin, CFP® CPWA® ChFC® CLU®, of Envision Wealth Planners in Maitland helps business owners, executives, and commercial real estate professionals in west Orange County turn that complexity into a clear plan. Fee-only, about half an hour away, and no commissions on anything we recommend.

In Windermere, the portfolio is usually the smallest thing going on. A house on the Butler Chain. An operating business, or a senior role that pays partly in equity. An interest in a deal or two. And a brokerage account that's the smallest item on the list while getting most of the attention. A good plan starts with the big pieces, and those rarely have a ticker symbol. That's the kind of complexity we enjoy untangling.

We've worked with a good number of west Orange County families for exactly that reason. I founded Envision in 2018 after leaving a commission-based brokerage, because I wanted to be paid by my clients and no one else. Windermere is about half an hour from our Maitland office, and much of the relationship happens over video anyway. What you'll get is a planner who sees the whole picture, coordinates your other advisors, and tells you the truth about it.

How We Work

How We Help Families and Business Owners in Windermere

Concentration is a fact, not a flaw

If most of your net worth is in your business and your house, that's not something to apologize for. It's where the plan begins. We look at valuation, liquidity, what it costs to hold each asset, and what happens if either one has a bad year, then build the rest of the plan to complement them rather than ignore them.

Taxes and private investments, done deliberately

For high earners, the tax return is where the biggest opportunities hide. We look at income structure, entity choices, equity comp timing, and where each investment lives, then coordinate with your CPA. And where it fits, we add private real estate, private credit, and other investments that don't just mirror the S&P 500.

The team around the business, and around you

A Windermere business owner usually has a CPA for the company, a banker, a partner or two, and a personal attorney, and none of them are looking at the household. We are. We coordinate the business advisors with the family plan, so the buy-sell agreement, the estate documents, and the personal investments all assume the same future. Then you can get back to running the thing.

Wealth should feel like freedom

Club dues, tuition, the boat, the trip with the whole family. These aren't guilty pleasures. They're the point. Our job is to make sure they're affordable in a slow year as well as a strong one, and that you can step back from the business on your timeline instead of the market's.

Meeting Us

How Meetings Work

Windermere to the office is about half an hour, longer if I-4 is having one of its afternoons, so most west Orange County clients come in once for the first meeting and then run reviews by video. Some never make the drive at all and handle everything remotely, which works fine. If you'd rather sit down in person, we're at 910 McGregor Way just off Maitland Boulevard. It all begins with a 20-minute introductory call. It's a conversation. Leave the statements at home. 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

Do I have to drive to Maitland to work with you?

No. Plenty of our west Orange County clients handle everything by video and phone, and the planning work doesn't require a conference room. If you'd like an in-person first meeting, you're welcome at 910 McGregor Way in Maitland, about half an hour from Windermere depending on traffic.

Most of my net worth is in my business and my house. Is that a problem?

It's the situation we see most often out there, and it's the reason the plan has to start with those two assets rather than the brokerage account. We look at valuation, liquidity, carrying costs, and what a bad year for either one would mean. Then we build around them.

Can you help with equity compensation and deferred comp elections?

Yes. The deferred comp election is usually the urgent one, because you have to choose how you'll be paid years before the money shows up. We work through what you hold, what each vesting year produces for taxes, and how much of your net worth rides on one company. We coordinate all of it with your CPA.

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. Ask us anything about it on the introductory call. Fees are the least awkward topic we cover.

What does fee-only mean for me?

Every dollar we earn comes from our clients. We take no commissions on investments, insurance, or anything else, so nothing we recommend pays us more than the alternative. You've probably sat through a few pitches. This isn't one. If you buy nothing, we're paid exactly the same.

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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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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