Fiduciary advisors in Fort Myers, FL

8 registered advisers

Within Florida, Fort Myers supports a modest fiduciary advisory sector. The city counts 8 fiduciary advisors with SEC registration, including 8 fee-only firms.

ADVANTAGE RETIREMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #329635
Typical Fee--
AUM$518M
Minimum--
Clients1,631

CAMPBELL FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #142889
Typical Fee--
AUM$203M
Minimum--
Clients522

EVOLUTION WEALTH MANAGEMENT INC.

Fee-OnlyAlso Compensated via Product Sales
Fort Myers, FloridaCRD #307644
Typical Fee2.00%
AUM$134M
Minimum--
Clients608

MACKE FINANCIAL ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #111318
Typical Fee--
AUM$158M
Minimum--
Clients561

MARQUIS WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #116604
Typical Fee--
AUM$431M
Minimum--
Clients1,007

REZNY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #109638
Typical Fee--
AUM$506M
Minimum--
Clients275

UHLER VERTICH WHITE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #130716
Typical Fee1.00%
AUM$467M
Minimum--
Clients971

WATERSTONE FINANCIAL ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fort Myers, FloridaCRD #325012
Typical Fee--
AUM$262M
Minimum--
Clients954
Fiduciary Advisors in Fort Myers, Florida | FiduciaryListings