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Our Team

Meet the Professionals Who Put Your Best Interests First

Fraser Allport

Owner of The Total Advisor

Fraser Allport is the owner of The Total Advisor and brings over 40 years of experience in the financial services industry. As a fiduciary, he is committed to acting in his clients’ best interests while providing personalized retirement, investment, and income planning strategies designed to support long-term financial confidence and security.

Roxie Allison

Director of Business Development

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A U.S. Navy veteran and entrepreneur, Roxie brings more than 25 years of experience across real estate investing and high-revenue service businesses.

 

He supports firm growth through client engagement, business development, and hands-on case management.

Liz Martinez

Director of Business Development

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Liz supports firm growth through client education, outreach, and onboarding.

With an accounting background, a bachelor’s degree, and health, life, and annuity licenses, she assists retirees with Medicare coordination and retirement income planning.

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REVIEWS

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Carol O.

"Fraser Allport is the FIDUCIARY you want to work with. He is the ultimate gentleman and professional."

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Loretta F.

"I have had the pleasure of working with Fraser Allport for the past two years, and I can genuinely say that it has been an outstanding experience."

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Kevin W.

"Fraser Allport has been a tremendous help in making important financial decisions for our future."

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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

Orange County

Orlando, Winter Park, Ocoee, Apopka, Maitland, Eatonville, Winter Garden, Kissimmee, Bay Lake, Windermere, Belle Isle, Edgewood, Tangelo Park, Pine Hills.

Osceola County

Kissimmee, St. Cloud, Buenaventura Lakes, Celebration, Harmony, Poinciana, Campbell, Narcoossee, Yeehaw Junction, Kenansville, Holopaw, Lake Marian Highlands

Seminole County

Altamonte Springs, Casselberry, Lake Mary, Longwood, Oviedo, Sanford, Winter Springs

St. Johns County

St. Augustine,, Butler Beach, Crescent Beach, Flagler Estates, Fruit Cove, Hastings, Nocatee, Palm Valley, Ponte Vedra, Ponte Vedra Beach, Sawgrass, St. Vilano Beach, 

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

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

Website By:

Fraser Allport 2026©

Copyright (C) 2026 The Total Advisor, LLC. All rights reserved.
This message was sent using publicly available contact information obtained through the State of Florida in accordance with public records laws.

 

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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