Find a Financial Advisor in Ft. Myers, FL

 

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We did the hard work of finding trustworthy partners in Fort Myers, FL.

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We Only Work With The Best Ft. Myers 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 Fort Myers, FL


  • Financial Advisor Close to Fort Myers, 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 Fort Myers, 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 Fort Myers, FL

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

  • Population: 79,927
  • % of Population 62 Years and Over: 25.8%
  • Average Home Value: $259,100
  • Average Monthly Housing Cost: $1,016
  • Average Household Income: $71,739
  • 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 Fort Myers, FL

 

TOUNJIAN ADVISORY GROUP, LLC

Website

(239) 561-1155

8870 Daniels Parkway

Fort Myers, FL 33912

SEC#: 801-116766
Years in Business: 2 years

MCDERMOTT INVESTMENT ADVISORS, LLC

Website

(866) 905-7375

5237 Summerlin Commons
Suite 223
Fort Myers, FL 33907

SEC#: 801-79404
Years in Business: 7 years

MACKE FINANCIAL ADVISORY GROUP

Website

(239) 275-1122

12699 New Brittany Blvd.

Fort Myers, FL 33907

SEC#: 801-57221
Years in Business: 21 years

UHLER AND VERTICH FINANCIAL PLANNERS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Boulevard
Suite 103
Fort Myers, FL 33919

SEC#: 801-62896
Years in Business: 17 years

SCOTT WHITE ADVISORS, LLC

Website

(239) 936-6300

1510 Royal Palm Square Blvd
Suite 103
Fort Myers, FL 33919

SEC#: 801-112303
Years in Business: 3 years

MARQUIS WEALTH MANAGEMENT GROUP

Website

(239) 454-1117

6216 Whiskey Creek Drive
Suite A
Ft. Myers, FL 33919

SEC#: 801-60851
Years in Business: 19 years

JKMILNE ASSET MANAGEMENT

Website

(239) 936-3430

1520 Royal Palm Square Blvd
Suite 210
Fort Myers, FL 33919

SEC#: 801-63470
Years in Business: 17 years

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC

Website

(239) 482-8002

12140 Carissa Commerce Court
Suite 104
Fort Myers, FL 33966

SEC#: 801-79808
Years in Business: 7 years

LIBERTY PRIVATE CLIENT, LLC

Website

(239) 275-2538

5237 Summerlin Commons Blvd
#319
Fort Myers, FL 33907

SEC#: 801-119011
Years in Business: 1 years

 


Fort Myers, FL Financial Advisor FAQs

Financial advisors help clients make smarter and more informed financial decisions. They do this by providing investing, tax, and retirement planning services to clients, and serving as a trusted advisor and sounding board. They also assess risk for their clients in order to reduce the chances of negative outcomes like an investment loss or poverty at retirement.
You need a financial advisor if you want to make the most of your money. Financial advisors are essential in helping you make the most out of every dollar you have by providing guidance when it comes to spending, saving, and investing.
Financial advisors typically get paid one of three ways; a percentage-based fee for service, a commission based on sales, and an hourly rate.
The first step would be to take a good look at their credentials, specifically how long they've been in the industry and whether or not they are registered with the SEC.