Symphony Financial Team

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Client assets under management

Clients

38% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

About

Symphony Financial Team is a small, state-registered advisory firm serving individual and high-net-worth clients—often business owners and executives—with a suite of comprehensive financial planning services. The firm provides tiered planning engagements (concierge, collaborative, consultative), ongoing client support, document vaulting and coordination with clients’ other advisors.

The firm does not provide in-house portfolio management for individual accounts and does not use percentage-of-assets-under-management fees; when investment management is needed it refers clients to third-party managers and assists in selecting allocation models and monitoring performance. Third-party managers generally provide discretionary trading authority, while the firm does not take custody or exercise trading discretion itself.

Noteworthy for its size and model, Symphony reports a small client base with no assets under management reported at year end and emphasizes planning, implementation coordination, and technology (an aggregated client portal and electronic vault). Advisors hold insurance licenses and maintain outside business activities (including real-estate interests and other ventures), and the firm discloses relationships with third parties used for custodial and money-management referrals.

Client services

Financial planning Selection of other advisers

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning services, as above

Project-based

Hourly rate of $500 per hour for work if contract is terminated early

Other

Minimum fee: Fixed fee ranging between $5,000 and $85,000, negotiated prior to engagement, billed monthly or quarterly in advance Fee-only: Fixed fees for financial planning services ranging from $5,000 to $85,000

Main office location

Symphony Financial Team

1525 International Parkway, Suite 4031

Lake Mary FL 32746, United States

Number of offices

Most active in

Florida · Texas

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

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

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 407-792-5576

Advisors at this firm

Jennifer F

CFP®, Series 63, Series 66

Lake Mary, FL

Symphony Financial Team

Jennifer Ferguson is a CFP® professional with 28 years of industry experience, currently affiliated with Symphony Financial Team in Lake Mary, FL. Her career includes roles at Azmuth Partners, LLC, and Raymond James Financial Services, INC., among others. Outside of her advisory work, she serves as CEO of 7 Ventures Air, LLC, and is involved in charitable activities through District 6980 Rotary Youth Services and the Orlando Christian Fling Club, where she is a board member. Symphony Financial Team provides comprehensive financial planning and consulting services primarily to individuals and high-net-worth clients, including business owners and executives. The firm emphasizes integrated, ongoing planning supported by technology, coordinates with clients’ other advisors, and focuses on selecting investment allocations and external managers without discretionary trading authority.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Tiffany K

ChFC®, Series 63, Series 66

Lake Mary, FL

Symphony Financial Team

Tiffany King is a financial advisor with Symphony Financial Team in Lake Mary, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Raymond James Financial Services from 2014 to 2017. Outside of advisory work, she serves as a board member for Orlando Interamericas H3 LLC, an organization involved in event bidding. Symphony Financial Team provides comprehensive financial planning and consulting services to individuals and high-net-worth clients, often business owners and executives, through tiered planning packages. The firm emphasizes integrated, ongoing planning supported by a web-based wealth platform and collaborates with clients’ tax, legal, and insurance advisors while relying on third-party managers for investment implementation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive

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