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Local Fiduciary Financial Advisor

Office located in Ormond Beach Serving Palm Coast & Volusia 

Book a meeting with Fraser to learn how you can:

Protect, Grow, and Generate Income in Retirement Wthout Market Risk.

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Daytona Beach • Flagler Beach • Port Orange • DeLand • Palm Coast • Ormond Beach • New Smyrna Beach

Why Work With a Fiduciary Financial Advisor?

As a fiduciary financial advisor, we are legally and ethically committed to acting in your best interest at all times. 

Fiduciary Standard

Fraser is required to put your best interests first in every recommendation we make.

Independent Advice

No quotas or proprietary products, just strategies built around what’s right for you.

Experienced Guidance

Work with a financial advisor focused on retirement planning, income strategies, financial clarity.

Retirement Isn’t Just About Savings

It’s About Reliable Income and a Complete Plan

With Fraser, you get an advisor who understands every aspect of your retirement.

Retirement Planning

Create a retirement strategy focused on income, stability, and long-term financial confidence. 

Estate Planning 

Help protect your assets, organize your wishes, and prepare for a smoother transfer of wealth.

Social Security

Make informed claiming decisions with guidance on timing, benefits, and retirement coordination. 

Long-Term Care

Plan ahead for future care needs while helping protect your savings, independence, and family.

Medicare Planning

Compare Medicare options with clearer guidance on coverage, costs, and plan selection.

401(k) Rollover

Explore rollover options with guidance on taxes, flexibility, investment choices, and timing.

Roth IRA Conversions

Consider tax-smart conversion strategies that may support future tax-free retirement income.

Annuities

Annuities can provide protected value, predictable income, and retirement confidence.

FRS DROP Retirement

Get help evaluating payout choices, rollover options, and retirement income next steps.

About Fraser Allport The Total Advisor

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Fraser Allport is a fiduciary financial advisor serving clients in Ormond Beach, Daytona Beach, and Palm Coast. He specializes in retirement planning, income strategies, tax-efficient investing, and annuity guidance designed to help individuals and families build long-term financial security. With a client-first approach, Fraser provides personalized financial plans tailored to your goals, helping you make confident decisions about your future.

Fiduciary Retirement Planning for Palm Coast and Flagler Beach

We work with individuals and families in Daytona Beach who want a more structured and dependable approach to retirement. As a fiduciary financial advisor, Fraser Allport focuses on helping clients turn their savings into sustainable income while reducing exposure to unnecessary market risk.

Retirement isn’t just about growing assets—it’s about knowing how and when to use them. Many people we meet are looking for clarity around income planning, tax strategies, and how to avoid costly mistakes as they transition into retirement. That’s where a well-designed plan can make a meaningful difference.

Our approach is built around your specific goals, timeline, and comfort with risk. Whether you are nearing retirement or already retired, we help you create a strategy designed to protect what you’ve built, support consistent income, and give you confidence in the years ahead.

Retirement Income Planning for Daytona Beach Residents

From our Ormond Beach office, we work with individuals and families in Palm Coast, Flagler County, and the surrounding area who want a clear, personalized plan for retirement. As a fiduciary financial advisor, Fraser Allport helps clients make confident decisions about retirement income, investment strategy, taxes, Social Security, Medicare, estate planning, and long-term financial security.

Many people reach a point where they are asking bigger questions than just where to invest. They want to know when they can retire, how to turn savings into dependable income, how to avoid unnecessary tax mistakes, and how to protect the lifestyle they have worked hard to build. That is where thoughtful planning matters. Every retirement is different, which is why your strategy should reflect your goals, your timeline, your risk tolerance, and the income needs of your household.

If you are looking for a financial advisor near Palm Coast, the goal is not a one-size-fits-all recommendation. The goal is a plan that helps you move forward with clarity. Fraser works with clients who want practical guidance, honest advice, and a long-term strategy built around their real life. Whether you are nearing retirement or already retired, we help you create a plan designed to support confidence in the years ahead.

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FRASER ALLPORT

THE TOTAL ADVISOR, LLC

“Experience Matters"

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Proudly Serving:

Volusia, Flagler, Orange, Osceola, Seminole County, and All of Florida

Volusia County

Daytona Beach, Ormond Beach, DeLand, Deltona, Port Orange, New Smyrna Beach, Edgewater, South Daytona, Holly Hill, Orange City, Lake Helen, Ponce Inlet, Oak Hill, DeBary

Flagler County

Palm Coast, Bunnell, Flagler Beach, Beverly Beach, Marineland, Espanola, Painters Hill

Business hours:

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Monday – Friday: 10:00 AM – 7:00 PM

Saturday: 12:00 PM – 5:00 PM

Sunday: Closed

 

Phone:  (386) 882-6256

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Address:

The Elite Executive Center

1452 North US Route 1

Suite 114

Ormond Beach, FL

32174

Email: retirement@fraserallport.com

“All Knowledge comes from Experience.”
- Albert Einstein.

Website By:

Fraser Allport 2026©

Copyright (C) 2026 The Total Advisor, LLC. All rights reserved.

 

Fraser Allport is an Accredited Investment Fiduciary ® and Certified Estate Planner ™. Fraser is the Owner of The Total Advisor, LLC, specializing in Retirement, Income Tax, and Estate Planning. Fraser also has expertise in Social Security, Medicare, Long Term Care, Life Insurance, and Annuities. Fraser’s Florida license numbers are A004461 and L0947754.
 

 

Fraser Allport is also an Independent Advisor Representative of Sequent Planning, LLC, a Registered Investment Advisor (RIA ). Financial Planning and Investment Advisory services are offered through Sequent Planning, LLC, a Registered Investment Advisor ( RIA ). The Total Advisor, LLC is not a registered financial services company and is independent from Sequent Planning. Advisors are registered with Sequent Planning as Independent Contractors and not employees of Sequent. Insurance products, Legal, Tax, and Accounting advice are not offered through Sequent Planning.

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