Fee-OnlyFinder

Advisers in Fort Myers, FL

11 advisers in Fort Myers — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (7)Flat / fixed fees (7)

All advisers

Advantage Wealth Partners8870 Daniels Parkway · Fort Myers, FL 33912 · (239) 561-1155 · Financial planningCRD 329635 · % of assets · $675.5 million AUMSEC registeredNo commissions reportedBroaden Wealth LLC13461 Parker Commons Blvd, Suite 206 · Fort Myers, FL 33912 · (239) 219-1750 · Financial planningCRD 338314 · % of assets, Hourly charges · $6.0 million AUMState registeredNo commissions reportedCampbell Financial Partners, LLC17595 S. Tamiami Trail, Suite 220 · Fort Myers, FL 33908 · (239) 454-5333 · Financial planningCRD 142889 · % of assets, Hourly charges, Fixed fees · $202.7 million AUMSEC registeredNo commissions reportedEubanks Financial12665 Coconut Creek Court · Fort Myers, FL 33908 · (503) 780-5601 · Financial planningCRD 306185 · % of assets, Fixed fees · $4.0 million AUMState registeredNo commissions reportedEvolution Wealth Management INC.12487 Brantley Commons Court · Fort Myers, FL 33907 · (239) 771-8696 · Financial planningCRD 307644 · % of assets, Hourly charges, Fixed fees · $171.7 million AUMSEC registeredNo commissions reportedM&m Wealth Management, LLC13410 Parker Commons Blvd, Suite 101 · Fort Myers, FL 33912 · (239) 288-6542 · Financial planningCRD 170859 · % of assets, Hourly charges, Fixed fees · $82.9 million AUMState registeredNo commissions reportedMacke Financial Advisory Group12699 New Brittany Blvd. · Fort Myers, FL 33907 · (239) 275-1122 · Financial planningCRD 111318 · % of assets, Hourly charges, Fixed fees · $175.7 million AUMSEC registeredNo commissions reportedMarquis Wealth Management Group6208 Whiskey Creek Drive · Fort Myers, FL 33919 · (239) 454-1117 · Financial planningCRD 116604 · % of assets, Hourly charges, Fixed fees · $489.2 million AUMSEC registeredNo commissions reportedRezny Wealth Management, INC.5237 Summerlin Commons Blvd, Suite 206 · Fort Myers, FL 33907 · (800) 618-8577 · Financial planningCRD 109638 · % of assets, Hourly charges · $576.0 million AUMSEC registeredNo commissions reportedUhler Vertich White Advisors1510 Royal Palm Square Boulevard, Suite 103 · Fort Myers, FL 33919 · (239) 936-6300 · Financial planningCRD 130716 · % of assets · $513.7 million AUMSEC registeredNo commissions reportedWaterstone Financial Advisory LLC12597 New Brittany Blvd · Fort Myers, FL 33907 · (239) 288-0977 · Financial planningCRD 325012 · % of assets, Fixed fees · $262.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Fort Myers? 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.