Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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
Personalized advice for portfolio size
of 100K & above
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.
Bonita Springs
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
21
non-vetted advisors in your local area. These financial advisors in
Bonita Springs
,
Florida
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Bonita Springs
,
Florida
mentioned below does 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
Bonita Springs, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 5 Years | Not Specified | $250,000 | Fee-Based | |
| 20 Years | Not Specified | $50,000,000 | Fee-Only | |
|
John Salomon
CPA, CFP® J2 CAPITAL MANAGEMENT, INC. 1222 SE 47th St, Office Suite C-1, Cape Coral, FL 33914 |
23 Years | $140,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 6817255
Firm CRD# 6817255
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
20940 ANDIRON PL,
Estero,
FL
33928
Phone Number
813-451-0633
Esai graduated from Pensacola Christian College with a Bachelors in Finance and Business Management. He currently holds his series 7, 63, and 66 securities registrations with LPL Financial, and his 2-15 with the state for life, variable and health. As a CERTIFIED FINANCIAL PLANNER™ professional, He is dedicated to bringing value to pre-retirees who face challenges with investment direction, discipline, confidence, and trust. He provides financial planning strategies to help you pursue your short and long-term financial goals.
Investment Concepts provides individuals and businesses with an array of financial planning strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, Esai Ferguson leads with experience and strives to bring confidence to any financial situation.
Advisory Services Provided:
Financial Planning, Risk Management, Education Funding and Planning, Insurance Products & Annuities
Qualifications
CRD# 4007586
Firm CRD# 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 children's or grandchildren's 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
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
1222 SE 47th St,
Office Suite C-1,
Cape Coral,
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 45 | 1372 | $361,289,443 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 468 | $139,800,000 | A percentage of AUM, Hourly charges
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 12621 Trade Way Dr, Unit 7, Bonita Springs, FL 34135 | 239-304-9345 | |
| 9021 Bonita Beach Road Southea, Bonita Springs, FL 34135 | 239-947-7118 | |
| 8000 Health Center Blvd., Suite 150, Bonita Springs, FL 34135 | 239-495-4184 | |
| 8000 Health Center Blvd., Bonita Springs, FL 34135 | 239-277-3685 | |
| 8000 Health Center Blvd., Bonita Springs, FL 34135 | 239-495-4191 | |
| 8000 Health Center Blvd, Suite 150, Bonita Springs, FL 34135 | 239-949-7500 | |
| 9240 Bonita Beach Road, Ste 1101, Bonita Springs, FL 34135 | 239-322-5470 | |
| 9240 Bonita Beach Road, Ste 1101, Bonita Springs, FL 34135 | 239-322-5470 | |
| 9240 Bonita Beach Road, Ste 1101, Bonita Springs, FL 34135 | 239-322-5470 | |
| 24840 Burnt Pine Drive, Suite 3, Bonita Springs, FL 34134 | 239-498-7311 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
