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Best Financial Advisors in Fort Myers

2024

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SmartAdvisor by SmartAsset

Fort Myers, FL
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Fort Myers, FL

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
12500 Brantley Commons Court Suite 3, Fort Myers, FL 33907
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (16)
Google
5.0 / 5 (4)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5237 Summerlin Commons Blvd Suite 209, Fort Myers, FL 33907
  • Retirement Planning
  • Finance Planning
  • Investment Management

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1185 Immokalee Road Suite 210, Naples, FL 34110
  • Chartered Financial Analyst (CFA)

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.8
Google
3.8 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
5237 Summerlin Commons Blvd Suite 404, Fort Myers, FL 33907
  • Retirement Planning
  • Financial Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.8 / 5 (18)
Facebook
5.0 / 5 (11)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12597 New Brittany Blvd., Fort Myers, FL 33907
  • Retirement Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2256 First Street, Suite 140, Fort Myers, FL 33901
  • Estate Planning
  • Business Formation
  • Tax Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
12510 World Plaza Lane, Suite 1, Fort Myers, FL 33908
  • Financial Planning

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (12)
Google
5.0 / 5 (2)

Frequently Asked Questions

  • 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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