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Find Top Financial Advisors in Fort Myers, Florida

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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.

Finding the Top Financial Advisor in Fort Myers, Florida
Last Updated - 29-Jun-2022

Fort Myers has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 60 non-vetted advisors in your local area. These financial advisors in Fort Myers, Florida have an average of 24 years of experience.

NOTE: The list of financial advisors in Fort Myers, 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 Fort Myers, Florida.

Qualified Financial Advisors in Fort Myers, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Salomon
CFP®, CPA
J2 CAPITAL MANAGEMENT, INC.
1222 SE 47th St,
Office Suite C-1,
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,
Suite 200,
Punta Gorda, FL 33950
28 1,000,000,000 $1,000,000 Fee-Only
Kevin Kroskey
CFP®, MBA
TRUE WEALTH DESIGN, LLC
1415 Panther Ln,
Suite #366,
Naples, FL 34109
15 Not Specified $250,000 Not Specified
Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL 34103
20 Not Specified $500,000.00 Fee-Only
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only

Information on Qualified Financial Advisors in Fort Myers

Qualifications CRD# 3035112
Firm CRD# 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.

About J2 Capital Management, Inc.

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
Firm CRD# 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.

About Landsberg Bennett Private Wealth Management

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# 5288710
Firm CRD# 143194
Series 65


Office Location 1415 Panther Ln,
Suite #366,
Naples,
FL
34109
Phone Number 239-778-0707

Bio for Kevin Kroskey, CFP, MBA: Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007. Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida. What is something most don't know about you? I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in... - RETIREMENT PLANNING - TAX PLANNING - INVESTMENT MANAGEMENT ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services


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

About Signet Financial Management, LLC

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# 2825858
Firm CRD# 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.

About Financial Freedom LLC

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


Top Financial Advisor Firms in Fort Myers, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Jkmilne Asset Management
1520 Royal Palm Square Blvd , Suite 210,
Fort Myers, FL 33919
$704,735,681 11 A percentage of AUM
Tounjian Advisory Group, Llc
8870 Daniels Parkway,
Fort Myers, FL 33912
$356,728,831 1119 A percentage of AUM
Other (REFERRAL FEES)
Rezny Wealth Management, Inc.
5237 Summerlin Commons Blvd , Suite 209,
Fort Myers, FL 33907
$326,971,020 253 A percentage of AUM
Hourly charges
Uhler And Vertich Financial Planners, Llc
1510 Royal Palm Square Boulevard , Suite 103,
Fort Myers, FL 33919-1068
$303,014,837 573 A percentage of AUM
Other (3RD PARTY ADVISER/MANAGER FEES)
Liberty Private Client, Llc
5237 Summerlin Commons Blvd , #319,
Fort Myers, FL 33907
$225,772,566 266 A percentage of AUM
Campbell Financial Partners, Llc
17595 S. Tamiami Trail , Suite 220,
Fort Myers, FL 33908
$164,624,048 481 A percentage of AUM
Hourly charges
Fixed fees
Scott White Advisors, Llc
1510 Royal Palm Square Blvd , Suite 103,
Fort Myers, FL 33919-1068
$161,470,381 258 A percentage of AUM
Macke Financial Advisory Group
12699 New Brittany Blvd.,
Fort Myers, FL 33907
$128,201,895 428 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Fort Myers, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    American Portfolios Financial Services Inc.
    Inquire with American
    12633 Lonsdale Terrace, Fort Myers, FL  33913 833-427-2796
    Anthony Gigliotti
    Inquire with Anthony
    7811 University Pointe Drive, Fort Myers, FL  33907 239-432-5284
    Barbara Duggins
    Inquire with Barbara
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-768-8819
    Carla Wesley Boggess
    Inquire with Carla
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-768-8815
    Carl Fazio Jr
    Inquire with Carl
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-936-1177
    Steven Ershowsky
    Inquire with Steven
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-936-1177
    Donald McWaters
    Inquire with Donald
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-936-1177
    Walt McDonald
    Inquire with Walt
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-768-8832
    Jeffrey Hess
    Inquire with Jeffrey
    12800 University Dr, Ste 105, Fort Myers, FL  33907 239-936-1177
    John A Nicolosi
    Inquire with John
    14311 Metropolis Ave, Ste 205, Fort Myers, FL  33912 239-768-7007
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