Fraser Allport
An Independent Fiduciary
"Experience Matters"
“All Knowledge comes from Experience.”
- Albert Einstein.
Schedule your Complimentary Consultation with Fraser today.
As an Independent Fiduciary, Certified Estate Planner™, and Investment Advisor, Fraser works for You ... not some Big Company or Bank. With 43 Years of Experience. Fraser provides expert guidance and personalized Services so you do not get passed around from Advisor to Advisor at some Big Conglomerate. As a Retirement Planner, Fraser's Experience, Diverse Skills, and Concierge Service set him apart from the crowd.
Fraser Allport
Fraser Allport
Owner of The Total Advisor, LLC
Serving Clients Since 1982
"Experience Matters"
Fraser Allport, an Independent Fiduciary, Financial Planner, and Certified Estate Planner™, has served Clients since 1982 with customized Financial Planning and Investment Guidance. As the Owner of The Total Advisor, LLC, Fraser specializes in Retirement and Estate Planning. He also focuses on Social Security, Medicare, Tax Strategies, and Long-Term Care Solutions. Fraser is an Independent, meaning he works exclusively for his Clients, not Big Corporations or Wall Street.
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With over 43 Years of Experience, Fraser provides Personalized, Fiduciary-Driven Financial Solutions to Individuals and Business Owners. He helps Clients with 401(k) Rollovers, Roth IRA Conversions, Annuities, Florida’s DROP, and the U.S. Government FERS and TSP Retirement Plans. Fraser's approach to "Total Money Planning" ensures that every Financial Decision - Retirement & Estate Planning, Social Security, Taxes, and Healthcare - is fully integrated into your Long-Term Success.
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Fraser graduated from Georgetown University’s School of Foreign Service in 1982, where he studied Business, History, and Economics. Since then, he has dedicated his Career to helping Clients Protect and Grow their Wealth with Customized Financial Strategies. His Core Principle as a Fiduciary is simple: “Protect Your Principal” while earning monthly Income checks. Fraser ensures his Clients' Financial Security and Peace of Mind by prioritizing Risk Management, Tax Efficiency, and Income and Longevity Planning. The key to Retirement is Safety and Lifetime Income.
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Fraser also provides Educational Resources and Pro Bono Financial Wellness Training to Law Enforcement, Firefighters, Teachers, and Corporate Employees. Fraser's Expertise as a Financial Advisor, and his Commitment to Ethical, Client-First Financial Planning make Fraser the Trusted Choice for those seeking Experienced Investment, Retirement, and Estate Guidance.
What is a Licensed Fiduciary & Certified Estate Planner ?
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Fraser Allport, Your Trusted Independent Fiduciary in Florida
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Serving Volusia, Flagler, Osceola, Seminole, Orange County, and all of Florida, Fraser Allport is a licensed Independent Fiduciary & Certified Estate Planner™ with 43 Years of Experience. Unlike Big Firms, Fraser works exclusively for You, providing Personalized Financial Strategies for Retirement, Investments, and Wealth Management.
Smart Financial Solutions with an Experienced Fiduciary
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Fraser Allport is an experienced Fiduciary and Certified Estate Planner™ dedicated to helping Florida Residents build, grow, and protect their Wealth. As an Independent Fiduciary, he works for You, not a Big Corporation, ensuring unbiased Financial Guidance.
43 Years of Expertise. A Fiduciary committed to Your Best Interest
With over five decades in Financial Services, Fraser Allport provides Transparent, Customized Investment, Retirement, and Estate Planning. Whether you're in Volusia, Flagler, Osceola, Orange, Seminole County, or all of Florida, you get a Dedicated Financial Partner who puts your Best Interests First.
Fraser Allport
Independent Fiduciary
Specializing in the following Financial Services:
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REVIEWS
Carol O.
"Fraser Allport is the FIDUCIARY you want to work with. He is the ultimate gentleman and professional."
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."
Kevin W.
"Fraser Allport has been a tremendous help in making important financial decisions for our future."
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