Ronald Cantlay is a CFP-designated registered investment advisor at Financial Independence Advisors, LLC, based in Deland, FL, with 14 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 186 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
1006 N. Woodland Blvd, Deland, FL, 32720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a CPA/Shareholder and President at Dreggors, Rigsby & Teal, PA, a CPA firm. He is also a Manager with Teal & Rigsby, LLC, DRT Rainy Day, LLC, and Kepler Capital, LLC.
Employment History
Current Registrations
Financial Independence Advisors, LLC
Drt Financial Advisors
State Registrations1 state
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