DRT Financial Advisors

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Client assets under management

$94,916,458

Clients

153

21% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$620,369

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Main office location

DRT Financial Advisors

1006 N. Woodland Blvd

Deland FL 32720, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 386-734-9441

Advisors at this firm

Victoria K

Series 65

Deland, FL

DRT Financial Advisors

Ronald C

CFP®

Deland, FL

DRT Financial Advisors

Ronald Cantlay is a CFP® professional with 14 years of experience in financial planning and investment advisory. He is currently with Financial Independence Advisors, LLC and has held a leadership role as president and CPA at Dreggors, Rigsby & Teal, P.A., a public accounting firm where he has worked since 2001. Cantlay has been a Certified Public Accountant since 1997 and has provided public accounting services since 1995. Financial Independence Advisors, LLC serves individual, high-net-worth, and institutional clients with discretionary portfolio management and financial planning. The firm employs a value-driven investment approach focused on fundamental analysis, long-term horizons, and diversification, and is notable for its operational affiliation with a public accounting firm and its educational seminars on investing fundamentals.

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