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2024

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Best Financial Advisors in Fort Myers, FL

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Fort Myers Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

17Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Fort Myers, FL
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Fort Myers, FL

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Fort Myers? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

12500 Brantley Commons Court Suite 3, Fort Myers, FL 33907

Expertise.com Rating

Review Sources

Facebook
5.0 (16)
Google
5.0 (4)
Yelp
5.0 (1)

Why choose this provider?

Evolution Retirement Services is a financial solutions firm that caters to clients in Fort Myers. It provides wealth management solutions and assists individuals in areas like investments and annuities. The company also counsels retirees on IRA legacy planning. Its other services include estate planning, and it works with attorneys to help individuals set up trusts. The company's president and founder, Adam Bruno, is a Certified Financial Fiduciary. He has been in the financial services industry since 2011.

  • Retirement Planning

12510 World Plaza Lane, Suite 1, Fort Myers, FL 33908

Expertise.com Rating

Review Sources

Facebook
5.0 (12)
Google
5.0 (2)

Why choose this provider?

Oakwood Capital Advisors is a financial planning and advisory firm catering to individuals, families, and small businesses in Fort Myers. It offers a range of services, including investment management. Its financial advisors help clients assess their risk tolerance, tax situation, investment objectives, and design investment strategies to meet clients' financial goals. The firm also provides insurance options, retirement planning, and business planning services. Its CEO, Douglas S. King, is a Certified Financial Planner, who has been in the industry for over 36 years.

  • Financial Planning

5237 Summerlin Commons Blvd Suite 209, Fort Myers, FL 33907

Expertise.com Rating

Review Sources

Google
4.2 (5)

Why choose this provider?

Rezny Wealth Management, Inc. is a fiduciary wealth management firm that has been helping Fort Myers clients build, preserve, and protect their wealth for over 20 years. Financial planning, investment management, and retirement planning are among its comprehensive financial services, with an emphasis on income maximization and tax minimization measures. Founder Brian C. Rezny is a Certified Financial Planner who has helped tens of thousands of people make educated financial decisions through his TV and radio shows, The Rezny Wealth Report.

  • Retirement Planning
  • Finance Planning
  • Investment Management

12597 New Brittany Blvd., Fort Myers, FL 33907

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Founded in 2010, Waterstone Financial is a financial advisory firm comprising financial advisors and relationship managers who serve individuals, families, and businesses in Fort Myers and the surrounding areas. They help clients maximize income, optimize taxes, and create wealth transfer strategies through various services, including comprehensive retirement income planning, tax planning and preparation, estate and asset protection, and wealth management. James Gallagher, the firm's principal financial advisor, is the developer of the SIPS Retirement Planning System.

  • Retirement Planning

2256 First Street, Suite 140, Fort Myers, FL 33901

Expertise.com Rating

Why choose this provider?

Finley Wealth Advisors provides wealth management and financial planning services for customers in Fort Myers. Employing a fiduciary approach, the business plans the finances of its clients before and during retirement. The advisors guide individuals about how to maximize their income and make their retirement funds last. They analyze various aspects of the clients' financial life and tailor plans for achieving their goals. President Douglas Finley, a Certified Financial Planner, received recognition from The Consumers’ Research Council of America.

  • Estate Planning
  • Business Formation
  • Tax Planning

1185 Immokalee Road Suite 210, Naples, FL 34110

Expertise.com Rating

Review Sources

Google
3.8 (5)

Why choose this provider?

Grace Tax Advisory Group is a private practice serving clients in Fort Myers. It provides retirement planning, tax preparation and analysis, wealth management, case evaluation, and legal services. Its multi-disciplinary team includes attorneys, accountants, investment planners, and financial and insurance professionals. The company president, Bob Grace, has over 45 years of industry experience in retirement income planning and wealth transfer. He is a Certified Financial Educator, a Registered Financial Consultant, and an Elite IRA Advisor.

  • Chartered Financial Analyst (CFA)

5237 Summerlin Commons Blvd Suite 404, Fort Myers, FL 33907

Expertise.com Rating

Review Sources

Google
4.8 (18)
Facebook
5.0 (11)
Yelp
5.0 (2)

Why choose this provider?

Advanced Wealth Advisors is a financial planning firm that serves clients in Fort Myers and the surrounding areas. It helps individuals in protecting and preserving their income and assets through financial planning. Its wealth managers and financial planners provide services that are based on the unique needs, concerns, and goals of clients. They help clients in balancing their budgets, managing their debts, and integrating their finances with a partner. The firm also performs asset allocation and calculates the retirement needs of clients.

  • Retirement Planning
  • Financial Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Fort Myers, FLFree Consultation
Evolution Retirement Services
12500 Brantley Commons Court Suite 3, Fort Myers, FL 33907
Oakwood Capital Advisors
12510 World Plaza Lane, Suite 1, Fort Myers, FL 33908
Rezny Wealth Management, Inc.
5237 Summerlin Commons Blvd Suite 209, Fort Myers, FL 33907
Waterstone Financial
12597 New Brittany Blvd., Fort Myers, FL 33907
Finley Wealth Advisors
2256 First Street, Suite 140, Fort Myers, FL 33901
Grace Tax Advisory Group
1185 Immokalee Road Suite 210, Naples, FL 34110
Advanced Wealth Advisors
5237 Summerlin Commons Blvd Suite 404, Fort Myers, FL 33907

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What options are available for utilizing your 401(k) funds after resigning from your job in Fort Myers?

    When deciding what to do with your 401(k) funds after resigning from your job in Fort Myers, you have several options based on your account balance. You can withdraw the funds, transfer them to your new employer's 401(k), transfer them seamlessly into either a new or existing Individual Retirement Account (IRA), or leave them in your current account as long as you satisfy the minimum required balance, usually around $5000.

  • What does wealth management mean in Fort Myers?

    In Fort Myers, wealth management refers to a thorough and varied approach that includes a range of services and tactics to support your financial goals. To generate useful solutions, this advanced style of financial planning considers both the broader perspective and intricate details. Investment management, wealth transfer, tax planning, wealth protection, retirement planning, and charitable giving are the main aspects of wealth management.

  • What characteristics should you look out for when choosing a financial advisor in Fort Myers?

    When selecting financial advisors in Fort Myers, consider these important qualities:

    • Emotionally aware: Being in touch with their own emotions helps financial advisors empathize with their clients. They should be there to support you during both challenging and prosperous times.
    • Active listener: They genuinely listen to understand clients' needs and financial goals.
    • Honest and Independent: They prioritize fairness, honesty, and transparent communication about their business and processes.
    • Diverse expertise: They possess experience in navigating economic fluctuations.
  • What is the typical fee associated with hiring a financial advisor in Fort Myers?

    Financial advisors in Fort Myers offer different payment options based on their client engagements and licensing. Some advisors impose a flat fee, which can vary between $1,500 and $4,500, depending on the complexity of the services provided. While others charge an hourly rate, which typically ranges from $100 to $250 per hour. Additionally, a lot of fee-based investment advisors charge a percentage fee on the assets they handle, which normally ranges from 1% to 2%.

  • What are some approaches to cutting costs in Fort Myers?

    Consider the following tactics to save costs in Fort Myers and move closer to your financial goals:

    • Examine your spending to find non-essential costs like hobbies, entertainment, and dining out. Look for ways to cut back on discretionary expenditure that won't adversely affect your standard of living.
    • Live lightly to save money without compromising well-being. Take public transportation or cook at home.
    • Reduce or eliminate expenses that are unnecessary or don't support your financial objectives.
  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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