Fraser Allport
44 Years of Experience
" All Knowledge comes from Experience.”
- Albert Einstein.
Fraser Allport
Owner of
The Total Advisor, LLC
Serving Clients Since 1982
"Experience Matters"
Fraser Allport, AIF®, is a Fiduciary Financial Advisor, Financial Planner, and Certified Estate Planner™ serving clients in Ormond Beach, Palm Coast, and Daytona Beach. Since 1982, he has provided personalized financial planning and investment guidance focused on retirement, income strategies, and long-term financial security. As the owner of The Total Advisor, LLC, Fraser specializes in retirement planning, estate planning, Social Security optimization, Medicare planning, tax strategies, and long-term care solutions. As an independent fiduciary, he works exclusively in his clients’ best interests—not for Wall Street or large financial institutions.
With over 40 years of experience, Fraser delivers customized, fiduciary-driven financial solutions for individuals and business owners throughout Volusia and Flagler County. He assists clients with 401(k) rollovers, Roth IRA conversions, annuities, Florida DROP, and federal retirement systems including FERS and TSP. His “Total Money Planning” approach integrates every aspect of financial life—retirement, taxes, healthcare, and estate planning—into one cohesive strategy designed for long-term success.
A graduate of Georgetown University’s School of Foreign Service, Fraser has built his career on helping clients protect and grow their wealth through disciplined, risk-aware strategies. His core philosophy—protect your principal while generating reliable income—guides every recommendation. He focuses on income planning, tax efficiency, risk management, and longevity planning to help clients retire with confidence and financial security.
In addition to his advisory work, Fraser provides financial education and pro bono training for law enforcement, firefighters, educators, and corporate employees. His experience, fiduciary commitment, and client-first approach make him a trusted choice for those seeking expert financial planning, retirement guidance, and estate planning services in the Ormond Beach and Palm Coast area.
Fiduciary Financial Advisor
Serving Ormond Beach, Palm Coast & Daytona Beach
Independent Advice Focused on Your Best Interests
Not Wall Street
What Is a Fiduciary Financial Advisor & Estate Planner?
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Fraser Allport, AIF®
Fiduciary Financial Advisor in Ormond Beach & Palm Coast
Fraser Allport is an independent fiduciary financial advisor and Certified Estate Planner™ serving clients in Ormond Beach, Palm Coast, and Daytona Beach, as well as throughout Volusia and Flagler County. With over 40 years of experience, he provides personalized financial planning, retirement strategies, and investment guidance. As a fiduciary, Fraser works exclusively in your best interest—never for Wall Street or large investment firms.
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Retirement & Financial Planning with a Trusted Fiduciary
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Fraser Allport helps individuals and families build, protect, and manage their wealth through comprehensive financial planning. His services include retirement planning, income strategies, Social Security optimization, tax planning, and estate planning. As an independent advisor, he delivers unbiased guidance focused on long-term financial security and peace of mind.
44 Years of Fiduciary Experience You Can Trust
With decades of experience in financial services, Fraser provides customized strategies designed to protect your assets and generate reliable income in retirement. Serving clients across Ormond Beach, Palm Coast, and the greater Daytona Beach area, he focuses on risk management, tax efficiency, and long-term income planning to help you retire with confidence.
Fraser Allport
Accreditied Investment Fiduciary® & Certified Estate Planner™
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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."