# Certified Advisory CORP
Source: https://planprovider.pro/provider/certified-advisory-corp

> Founded in 1976 and CEFEX-certified, Certified Advisory CORP works with employers that want a documented fiduciary process for their retirement plan. The fir…

Retirement Plan Advisor

Altamonte Springs, FL

## About Certified Advisory CORP

<p>Founded in 1976 and CEFEX-certified, Certified Advisory CORP works with employers that want a documented fiduciary process for their retirement plan. The firm is based in Altamonte Springs in the Orlando metro area and operates as a Registered Investment Advisor (RIA).</p>

<p>Certified Advisory CORP advises employer-sponsored 401(k) plans and provides participant advice, along with plan design work for sponsors reviewing features such as eligibility, matching, and contribution options. The team also supports individual wealth management for participants and other investors who want coordinated planning beyond the workplace plan.</p>

<p>The firm reports $2.7B in assets under management (2026) and has 38 employees. It is affiliated with Certified Financial Group and Certified Benefits Corp, which ties its retirement plan work to broader financial planning and benefits support.</p>

<p>What sets the firm apart is its CEFEX certification, which reflects third-party standards around investment advisory practices for plans, including 401(k) oversight.</p>

<ul>
<li>Registered investment advisor services for retirement plan sponsors</li>
<li>Employer-sponsored 401(k) plan advice and fiduciary support</li>
<li>Plan design consulting for plan features and structure</li>
<li>Participant advice and guidance programs</li>
<li>Individual wealth management services</li>
</ul>

Website: [https://certifiedadvisorycorp.401ksite.com/](https://certifiedadvisorycorp.401ksite.com/)

Employees: 38

## Office Locations

- Altamonte Springs, FL (Headquarters)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.7B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.|ROGERS, LOVELOCK & FRITZ, INC., FL|$40M|89|

| CITY BEVERAGES 401(K) PLAN|CITY BEVERAGES, LLC, FL|$19M|238|

| ONE FLORIDA BANK 401(K) PLAN|ONE FLORIDA BANK, FL|$11M|168|

| MCNA DENTAL 401(K) PLAN|MCNA HEALTH CARE HOLDINGS, LLC, MN|$7M|104|

| MORTGAGE LENDERS INVESTMENT TRADING CORPORATION 401(K) PLAN|MORTGAGE LENDERS INVESTMENT TRADING CORPORATION, FL|$3M|310|

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