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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.
Marco Island
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
10
non-vetted advisors in your local area. These financial advisors in
Marco Island, Florida
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Marco Island, 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
Marco Island, Florida.
| Qualified Financial Advisors in Marco Island, Florida | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jason Kohut
SIGNET FINANCIAL MANAGEMENT, LLC 4851 Tamiami Trail North, Suite 200, Naples, FL 34103 |
20 | Not Specified | $500,000.00 | Fee-Only |
| John Salomon
CPA, CFP® J2 CAPITAL MANAGEMENT, INC. 1222 SE 47th St, Office Suite C-1, Cape Coral, FL 33914 |
23 | $140,000,000 | Not Specified | Fee-Based |
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
Top Financial Advisor Firms in Marco Island, Florida (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CLEARSHARES LLC
606 Bald Eagle Drive, Suite 608, Marco Island, FL 34145 |
$503,560,000 | 3 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Morgan Stanley Financial Advisors Inquire with Morgan |
928 No Collier Blvd, 3rd, Fl, Marco Island, FL 34145 | 239-393-2900 |
| David Caruso Inquire with David |
928 No Collier Blvd, 3rd Fl, Marco Island, FL 34145 | 239-393-2910 |
| The Compass Group Inquire with Compass |
928 No Collier Blvd, 3rd, Fl, Marco Island, FL 34145 | 239-393-2910 |
| Robert F Lynch Inquire with Robert |
928 No Collier Blvd, 3rd, Fl, Marco Island, FL 34145 | 239-393-2907 |
| Donna Jordan Inquire with Donna |
928 No Collier Blvd, 3rd, Fl, Marco Island, FL 34145 | 239-393-2904 |
| Stephen Macko Inquire with Stephen |
928 No Collier Blvd, 3rd Fl, Marco Island, FL 34145 | 239-393-2903 |
| Bella Florals and More Inquire with Bella |
9 Front St, Marco Island, FL 34145 | 239-316-2373 |
| Lynn H. Orr Capital Management Group, Inc. Inquire with Lynn |
1680 Barbarosa Court, Marco Island, FL 34145 | 239-642-5823 |
| Edward Jones Inquire with Edward |
950 N Collier Blvd, Suite 207, Marco Island, FL 34145 | 239-970-8100 |
| Edward Jones Inquire with Edward |
1857 San Marco Rd, Ste C-205, Marco Island, FL 34145 | 239-394-2412 |
Grow your AUM with pre-qualified leads!
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