Fee-OnlyFinder

Eubanks Financial

Financial planning in Fort Myers, FL

State registeredNo commissions reported

Call (503) 780-5601Send a messageMap ↗

Public-record details

Address
12665 Coconut Creek Court, Fort Myers, FL 33908
Phone
(503) 780-5601
Listed under
Financial planning, Flat / fixed fees, % of assets managed
Legal name
Eben Eubanks LLC
CRD number
306185
Registration
State registered: FL
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management
$4.0 million
Accounts managed
65
Clients reported (Form ADV 5.D)
35
Individual / high-net-worth clients
35 / 0
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-04

State registered (FL) investment adviser, CRD 306185, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Fort Myers

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 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 reported

All 11 in Fort Myers →