Fee-OnlyFinder

Advisers in Bonita Springs, FL

7 advisers in Bonita Springs — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (6)% of assets managed (6)Retirement plan consulting (4)

All advisers

Genesis Wealth Planning, LLC9001 Highland Woods Blvd, Suite 4 · Bonita Springs, FL 34135 · (239) 201-2640 · Financial planningCRD 170039 · % of assets, Hourly charges, Fixed fees · $10.3 million AUMState registeredNo commissions reportedLegacy Family Office, LLC9990 Coconut Road, Suite 225 · Bonita Springs, FL 34135 · (239) 949-1982 · Financial planningCRD 147160 · Fixed fees · $65.1 million AUMState registeredNo commissions reportedNova Wealth Management, INC.24311 Walden Center Dr, Suite 200 · Bonita Springs, FL 34134 · (239) 444-1794 · Financial planningCRD 169450 · % of assets, Hourly charges · $247.5 million AUMSEC registeredNo commissions reportedPelican Wealth Advisors, LLC27499 Riverview Center Blvd., #126 · Bonita Springs, FL 34134 · (239) 985-4097 · Financial planningCRD 153972 · % of assets, Hourly charges, Fixed fees · $71.4 million AUMState registeredNo commissions reportedPortfolio Medics, LLC27499 Riverview Center Blvd, Suite 406 · Bonita Springs, FL 34134 · (239) 444-1766 · Financial planningCRD 145958 · % of assets, Hourly charges, Fixed fees · $780.5 million AUMSEC registeredNo commissions reportedRinaldi Wealth Management, INC.24311 Walden Center Drive, Suite 100 · Bonita Springs, FL 34134 · (239) 444-6111 · Financial planningCRD 311583 · % of assets, Hourly charges, Fixed fees · $243.2 million AUMSEC registeredNo commissions reportedSentinel Wealth INC3301 Bonita Beach Road, Suite 312 · Bonita Springs, FL 34134 · (239) 948-0314 · Financial planningCRD 122923 · % of assets, Fixed fees · $34.3 million AUMState registeredNo commissions reported
Talking to advisers in Bonita Springs? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.