Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Fort Myers is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Fort Myers & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Fort Myers, Florida, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 9 non-vetted financial advisors in Fort Myers, Florida, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Fort Myers, Florida have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ADVANTAGE RETIREMENT GROUP 8870 Daniels Parkway, Fort Myers, FL, 33912 | 329635 | $518,345,692 | 1631 | A percentage of AUM |
UHLER VERTICH WHITE ADVISORS 1510 Royal Palm Square Boulevard, Suite 103 Fort Myers, FL, 33919-1068 | 130716 | $466,827,500 | 971 | A percentage of AUM |
REZNY WEALTH MANAGEMENT, INC. 5237 Summerlin Commons Blvd, Suite 206 Fort Myers, FL, 33907 | 109638 | $435,177,943 | 781 | A percentage of AUM, Hourly charges |
MARQUIS WEALTH MANAGEMENT GROUP 6208 Whiskey Creek Drive, Fort Myers, FL, 33919 | 116604 | $361,075,603 | 988 | A percentage of AUM, Hourly charges, Fixed fees |
WATERSTONE FINANCIAL ADVISORY LLC 12597 New Brittany Blvd, Fort Myers, FL, 33907 | 325012 | $225,643,976 | 901 | A percentage of AUM, Fixed fees |
LIBERTY PRIVATE CLIENT, LLC 5237 Summerlin Commons Blvd, #319 Fort Myers, FL, 33907 | 305130 | $220,031,160 | 289 | A percentage of AUM |
CAMPBELL FINANCIAL PARTNERS, LLC 17595 S. Tamiami Trail, Suite 220 Fort Myers, FL, 33908 | 142889 | $176,266,552 | 494 | A percentage of AUM, Hourly charges, Fixed fees |
MACKE FINANCIAL ADVISORY GROUP 12699 New Brittany Blvd., Fort Myers, FL, 33907 | 111318 | $146,867,525 | 453 | A percentage of AUM, Hourly charges, Fixed fees |
EVOLUTION WEALTH MANAGEMENT INC. 12487 Brantley Commons Court, Fort Myers, FL, 33907 | 307644 | $111,316,519 | 549 | A percentage of AUM, Hourly charges, Fixed fees |
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