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destiny family office

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tavares, FL

Additional Information

Destiny Family Office provides family office services including estate and legacy planning, family governance, philanthropic strategy, and coordinated oversight of advisors and entities. The firm offers qualified clients access to private investment opportunities and provides strategic guidance for integrating passion-driven collections into comprehensive wealth plans.

ChFC®CFP®

Specializes in

Multi-generational wealth strategiesUltra-high-net-worth clientsPrivate investmentsFine art collectionsRare sports memorabiliaCoins and tangible assets

Services

Estate and legacy planningFamily governancePhilanthropic strategyCoordinated oversight of advisors and entitiesPrivate investment accessDirect and co-investment opportunitiesPassion asset integration strategyCollection valuation and positioning

Team of 6 · Serving North Florida

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 844-357-1120

Website: https://www.destinyfamilyoffice.com

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Frequently Asked Questions

How much does a financial advisor cost in tavares?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.