Find a Financial Advisor in Bonita Springs, FL

 

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We did the hard work of finding trustworthy partners in Bonita Springs, FL.

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We Only Work With The Best Bonita Springs Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bonita Springs, FL


  • Financial Advisor Close to Bonita Springs, FL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bonita Springs, FL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bonita Springs, FL

We evaluated over 13,000 RIA firms to bring you the best of the best Bonita Springs financial advisors.
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How Retirement-Friendly is Bonita Springs, FL?

  • Population: 55,902
  • % of Population 62 Years and Over: 45.9%
  • Average Home Value: $333,600
  • Average Monthly Housing Cost: $1,139
  • Average Household Income: $118,031
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)



The Top Financial Advisor Firms in Bonita Springs, FL

 

PORTFOLIO MEDICS, LLC

Website

(239) 444-1766

27499 Riverview Center Blvd
Suite 406
Bonita Springs, FL 34134

SEC#: 801-113846
Years in Business: 3 years

LASSUS WHERLEY & ASSOCIATES, INC.

Website

(239) 495-1520

3333 Renaissance Blvd, Suite 207

Bonita Springs, FL 34134

SEC#: 801-27567
Years in Business: 0 years

LASSUS WHERLEY & ASSOCIATES, INC.

Website

(239) 495-1520

3333 Renaissance Blvd, Suite 207

Bonita Springs, FL 34134

SEC#: 801-27567
Years in Business: 0 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(508) 926-1447

28201 Jeneva Way

Bonita Springs, FL 34135

SEC#: 801-108179
Years in Business: 5 years

NORTHERN TRUST SECURITIES, INC.

Website

(239) 498-1991

26790 South Tamiami Trail

Bonita Springs, FL 34134

SEC#: 801-80781
Years in Business: 6 years

NORTHERN TRUST SECURITIES, INC.

Website

(239) 498-1991

26790 South Tamiami Trail

Bonita Springs, FL 34134

SEC#: 801-80781
Years in Business: 6 years

MARYLAND CAPITAL MANAGEMENT, LLC

Website

(239) 992-3900

3301 Bonita Beach Road
Suite 107
Bonita Springs, FL 34134

SEC#: 801-63649
Years in Business: 16 years

JNBA FINANCIAL ADVISORS INC

Website

(952) 844-0995

4440 Blue Sage Court

Bonita Springs, FL 34134

SEC#: 801-21522
Years in Business: 37 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(508) 926-1447

28201 Jeneva Way

Bonita Springs, FL 34135

SEC#: 801-108179
Years in Business: 5 years

 


Bonita Springs, FL Financial Advisor FAQs

If you're looking to retire at 65 and start a family, then it might be a good idea to look into the services of an advisor.
There are many variables that determine the cost of a financial advisor. A few important factors include the type of financial advisor you're looking for, your qualifications, and requirements, and whether or not you have an existing portfolio in their field. Additional fees may apply if your situation requires more intense care with meetings to discuss options around your current demand level before further discussing any particular plan at hand.
Financial advisors can help clients with budgeting more effectively or planning for retirement.
When selecting a financial advisor, you should always ask about their credentials, experience, types of investment funds offered, time frame for the investments to mature, benchmarks for comparison results.