Advantage Wealth Partners

Financial planning in Fort Myers, FL

SEC registeredNo commissions reported

Call (239) 561-1155 Send a message Map ↗

Public-record details

Address: 8870 Daniels Parkway, Fort Myers, FL 33912
Phone: (239) 561-1155
Listed under: Financial planning, % of assets managed
Legal name: Tounjian Advisory Partners LLC
CRD number: 329635
Registration: SEC registered since 2024-02-08
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $675.5 million
Accounts managed: 1,804
Clients reported (Form ADV 5.D): 583
Individual / high-net-worth clients: 373 / 197
Employees: 10
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-11

SEC registered investment adviser, CRD 329635, 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

SEC IAPD summary for CRD 329635 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

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

Broaden 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 reported Campbell 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 reported Eubanks Financial12665 Coconut Creek Court · Fort Myers, FL 33908 · (503) 780-5601 · Financial planningCRD 306185 · % of assets, Fixed fees · $4.0 million AUMState registeredNo commissions reported Evolution 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 reported M&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 reported Macke 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 reported Marquis 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 reported Rezny 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 →