Ronald Cantlay is a CFP-designated registered investment advisor at Financial Independence Advisors, LLC, based in Deland, FL, with 15 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. 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% |
All fees are subject to negotiation. The fee is split between Financial Independence Advisors and the money manager, CPS Investment Advisors.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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