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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
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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.
Naples
has
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Naples,
Florida
have an average of
19
years of experience.
NOTE: The list of vetted financial
advisors in
Naples,
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
Naples, Florida.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 20 Years | Not Specified | $50,000,000 | Fee-Only | |
|
Dustin Rinaldi
AWMA®, CFP®, CRPC® RINALDI WEALTH MANAGEMENT 24311 Walden Center Drive, Suite 100, Bonita Springs, FL 34134 |
16 Years | Not Specified | $500,000 | 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# 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# 5006872
Firm CRD# 311583
Series 65
Compensation/Fee Fee-Only, Flat Fee, Based on Assets
Office Location
24311 Walden Center Drive, Suite 100,
Bonita Springs,
FL
34134
Phone Number
239-444-6111
Education: - Yale Investment Management Theory & Practice online program - Florida Gulf Coast University CERTIFIED FINANCIAL PLANNER™ program - College of Financial Planning Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor programs - University of Southern Mississippi bachelor's degree in business Credentials: - FINRA Series 65 registration (previously held Series 7 and 63) - Former adjunct professor for Florida Gulf Coast University - Former Enrolled Agent tax advisor recognized by the Department of Treasury Fun Facts: - Family - Dustin cherishes spending quality time with family. Holiday celebrations often turn into lively gatherings with dozens of family members and friends. - Travel - In his adventurous younger years, Dustin immersed himself in backpacking travel. While the days of staying in hostels may be behind him, Dustin's passion for exploring new and thrilling destinations remains unwavering. - Nature - Dustin can often be found engaged in outdoor activities like gardening, boating, visiting parks, or night fishing for large snooks!
Rinaldi Wealth Management is an independent financial planning firm in Bonita Springs, Florida. We provide personalized investment, tax, estate, business, and insurance advice to help our clients achieve their retirement goals. Whether you're approaching retirement or already retired, our team led by a fiduciary CERTIFIED FINANCIAL PLANNER™ can help you navigate the complex financial landscape.
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, Insurance Products & Annuities
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
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 28 | 9128 | $7,577,626,251 | A Percentage of AUM
|
|
| 40 | 24 | $5,862,014,000 | A Percentage of AUM, Performance Based
|
|
| 30 | 783 | $4,465,049,248 | A Percentage of AUM, Performance Based
|
|
| 37 | 11190 | $4,052,369,937 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 24 | 11 | $2,516,176,422 | A Percentage of AUM, Performance Based
|
|
| 8 | 24 | $2,244,700,936 | A Percentage of AUM, Performance Based
|
|
| 47 | 1333 | $2,177,944,822 | A Percentage of AUM, Fixed Fees, Other (FINANCIAL PLANNING FEES)
|
|
| 10 | 94 | $1,567,052,162 | A Percentage of AUM, Fixed Fees
|
|
| 18 | 2248 | $1,332,680,861 | A Percentage of AUM
|
|
| 15 | 1354 | $1,240,372,969 | A Percentage of AUM
|
|
| 15 | 3359 | $1,148,449,416 | A Percentage of AUM, Fixed Fees
|
|
| 2 | 8 | $970,331,188 | A Percentage of AUM, Fixed Fees
|
|
| 19 | 323 | $956,459,134 | A Percentage of AUM, Performance Based
|
|
| 5 | 7 | $653,926,813 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 8 | 1647 | $633,407,661 | A Percentage of AUM, Fixed Fees
|
Our directory for the state of Florida features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and guiding retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Before hiring a financial advisor in Florida, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
For a more streamlined approach to finding a trustworthy financial advisor in Florida, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements. Additionally, seek recommendations from trusted individuals, and conduct your own research for advisors registered with respected regulatory bodies such as FINRA and the SEC, as these organizations uphold industry standards and ethics.<
The cost of hiring a financial advisor in Florida varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When working with a financial advisor, you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.
When choosing a financial advisor, consider your specific needs, conduct thorough background checks, check for relevant credentials, and research their fee structures. By following these steps, you can make a more informed choice when selecting a financial advisor who meets your specific needs and demonstrates the necessary credentials and ethical standards. For more information, refer to this guide on choosing the best financial advisor in Florida.
Financial advisors in Florida may offer a range of services, such as investment management, retirement planning, wealth management, estate planning, and more. Some advisors may specialize in one area, while others may offer multiple financial services. By clicking on the "View full profile" button of any vetted financial advisor in our directory, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm what specific services are offered by an advisor listed on our directory.
