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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bokeelia
has
5
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1
non-vetted advisors in your local area. These financial advisors in
Bokeelia
,
Florida
have an average of
26
years of experience.
NOTE: The list of financial
advisors in
Bokeelia
,
Florida
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Bokeelia
,
Florida
.
| Qualified Financial Advisors in Bokeelia, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| John Salomon
CFP®, CPA J2 CAPITAL MANAGEMENT, INC. 1222 SE 47th St, Cape Coral Fl & Troy Mi, FL 33914 |
23 | $140,000,000 | Not Specified | Fee-Based |
| Michael Landsberg
CFP®, CIMA®, AIF® LANDSBERG BENNETT PRIVATE WEALTH MANAGEMENT 252 West Marion Avenue, Punta Gorda, FL 33950 |
28 | 1,000,000,000 | $1,000,000 | Fee-Only |
| Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC 4851 Tamiami Trail North, Suite 200, Naples, FL 34103 |
20 | Not Specified | $500,000.00 | Fee-Only |
| Kevin T Clark, RF
RF PLAN CONFIDENCE CORP 4974 Oldham St, Sarasota, FL 34238 |
24 | Not Specified | Not Specified | Not Specified |
| Al Osgood, CFP®, MBA
CFP® FINANCIAL FREEDOM LLC 6151 Lake Osprey Drive, Third Floor, Sarasota, FL 34240 |
35 | $325,000,000 | $1,000,000 | Fee-Only |
Qualifications
CRD# 3035112
FirmCRD# 152964
Series 63
Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly
Office Location
1222 SE 47th St,
Office Suite C-1,
Cape Coral Fl & Troy Mi,
FL
33914
Phone Number
248-641-4444
John Salomon has been a practicing CPA since 1985. In 1998, he added portfolio management and financial planning to the tax and compliance services offered to the clients of his CPA practice. In 2002, he earned his CERTIFIED FINANCIAL PLANNER" certification. As the CFO of J2, John uses his past experience of running a small practice to guide practice management decisions at J2. John's technical abilities are especially useful when helping J2 clients in the areas of financial and tax planning, cash flow management as well as tax preparation. John is a graduate of Michigan State and is a resident of Troy with his wife Michele with whom he has been married for over 25 years. They have three children: Emily, Nicholas and Aidan.
J2 Capital Management offers total wealth planning by offering custom financial planning, tax preparation, estate planning & unique investment strategies all done by fiduciary professionals including in-house CFP, CPA and professional investment manager. We are located in Troy, MI & Cape Coral, FL. Where most advisors can only do a few of these services and need to hire out the rest of what they cannot do, J2 Capital keeps all of its services in-house thus giving us better insight into your situation at a lower cost.
Advisory Services Provided:
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 2174120
FirmCRD# 29737
Compensation/Fee Fee-Only
Office Location
252 West Marion Avenue,
Suite 200,
Punta Gorda,
FL
33950
Phone Number
941-391-8000
Michael has a Bachelors Degree from Babson College and an MBA from the University of Florida. He spent 18 years at Merrill Lynch as a Senior Vice President before leaving to found Landsberg Bennett in 2012. Michael has been named 7 times to Barron's Top 1200 Advisors State by State National Rankings and 3 times to Forbes Magazine Top Wealth Advisor rankings. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Investment Management Analyst, and an Accredited Investment Fiduciary. Michael is also very active in his community and is the current Board Chairman of the Punta Gorda Symphony and the past Board President of the Charlotte Preparatory School. He is married and has 3 children.
We are the premier, independent fee-only, full fiduciary firm in Southwest Florida. Our firm is planning-based and has 5 CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS to service our client's needs. Our investment committee has three members with MBAs, one CFA® & one CIMA®. Who will you trust to guide you in your wealth management decisions? Will they always put your interests first? At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work for you and the generations to come.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4007586
FirmCRD# 105310
Series 7, 66
Compensation/Fee Fee-Only
Office Location
4851 Tamiami Trail North, Suite 200,
Naples,
FL
34103
Phone Number
239-302-1715
As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715
Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.
Advisory Services Provided:
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts, Insurance Planning
Qualifications
CRD# 2973609
FirmCRD# 283781
Series 65
Compensation/Fee Flat Fee
Office Location
4974 Oldham St,
Sarasota,
FL
34238
Phone Number
312-373-0772
We know you want to confidently manage your investment plans.
In order to do that you need to know which investment options you should use.
The problem is, that it has been hard to get ongoing, professional advice; at a "reasonable" price!
We believe this causes inaction, missed opportunities and unnecessary mistakes.
We understand this frustration, which is why we offer multiple services depending on your needs.
Qualifications
CRD# 2825858
FirmCRD# 118772
Compensation/Fee Fee-Only, Flat Fee
Office Location
6151 Lake Osprey Drive, Third Floor,
Sarasota,
FL
34240
Phone Number
941-924-9300
Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.
Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.
Advisory Services Provided:
Wealth Management, Financial Planning for Individuals
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Snowbird Retirement Inquire with Snowbird |
5524 Avenue A, Bokeelia, FL 33922 | 888-890-7937 |
Grow your AUM with pre-qualified leads!
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