Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Bonita Springs has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Bonita Springs, Florida have an average of 23 years of experience.
John Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 27499 Riverview Center Blvd, Suite 406 Bonita Springs, FL, 34134 | $499,609,065 | 2499 | 75 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 24311 Walden Center Drive, Suite 100 Bonita Springs, FL, 34134 | $201,400,000 | 1061 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 24311 Walden Center Dr, Suite 200 Bonita Springs, FL, 34134 | $152,170,205 | 623 | 7 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 145958
Assets Under Management $499,609,065
No. Of Clients2499
Clients Per Financial Advisor33
PORTFOLIO MEDICS, LLC is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2499 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311583
Assets Under Management $201,400,000
No. Of Clients1061
Clients Per Financial Advisor265
RINALDI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1061 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169450
Assets Under Management $152,170,205
No. Of Clients623
Clients Per Financial Advisor89
NOVA WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bonita Springs, Florida. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 623 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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