About

Fraser Allport, CEP® — Independent Fiduciary & Certified Estate Planner™ | Retirement, Tax, and Medicare Specialist | Serving All of Florida

Fraser Allport is an Independent Fiduciary, Certified Estate Planner™, and Retirement Planner with over 43 years of experience helping individuals, families, and business owners protect, grow, and preserve their wealth. As the founder of The Total Advisor, LLC, Fraser provides fully customized financial guidance tailored to each client’s unique goals and stage of life.

From his headquarters in Daytona Beach Shores, Florida, Fraser serves clients across the entire state, including Volusia, Flagler, Orange, Osceola, and Seminole counties. Whether you’re planning for retirement, navigating Medicare, rolling over a 401(k), converting to a Roth IRA, or designing a tax-efficient estate plan, Fraser offers comprehensive, fiduciary-driven solutions.

Fraser’s holistic approach — known as Total Money Planning — integrates all the key components of financial security: income planning, investment strategy, tax efficiency, long-term care, healthcare, Social Security, and estate preservation. As a Fiduciary, he works exclusively for his clients — not for Wall Street or any big investment firm. His mission is simple: help you protect your principal, reduce your taxes, and generate income for life.

Fraser graduated from Georgetown University’s School of Foreign Service in 1982 and has spent the last four decades immersed in financial services. His career has been shaped by the belief that “All knowledge comes from experience” — a quote he lives by from Albert Einstein. Fraser’s track record speaks for itself: more than 43 years in the industry, thousands of clients served, and a reputation built on integrity, transparency, and personalized care.

Fraser is also a trusted speaker, author, and educator. He provides free financial wellness training for law enforcement, teachers, government employees, and corporate staff. His educational outreach and pro bono workshops have helped Floridians from all walks of life understand their benefits, navigate the complexities of retirement, and secure their financial future.

Through his practice, Fraser helps clients with:

Retirement Planning & Risk Management

Estate Planning: Wills, Trusts, and Legacy Preservation

Social Security Optimization

Medicare & Healthcare Planning

Annuities, 401(k) Rollovers, and Roth IRA Conversions

Tax Strategies for Income and Inheritance

Florida DROP and Federal FERS/TSP Guidance

Indexed Universal Life Insurance (IUL)

Lifetime Income Planning

As a solo advisor and small business owner, Fraser guarantees concierge-level service with no handoffs, no assistants, and no corporate red tape. When you work with Fraser, you get Fraser — every time.

His firm, The Total Advisor, LLC, offers complimentary consultations via phone, Zoom, or in person. Clients describe Fraser as professional, thoughtful, and fiercely dedicated to helping people make smart financial decisions. He’s the Fiduciary who works for you — not the insurance companies, banks, or investment giants.

Fraser Allport’s motto is clear: “Experience matters.” With over four decades of it, he’s ready to help you simplify the complex, reduce uncertainty, and retire with confidence.

Fraser Allport, CEP®
Founder, The Total Advisor, LLC
???? Daytona Beach Shores, Florida
???? (386) 882-6256
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