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Find Retirement Advisors for Retirement Planning in Fort Myers, Florida

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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.

Finding the Best Retirement Planners in Fort Myers, Florida

Last Updated - May 24, 2025

Fort Myers has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Fort Myers, Florida have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Fort Myers, Florida

VERIFIED

John Salomon
CPA, CFP^®
J2 Capital Management, Inc.

Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63

Minimum Assets Required
$100,000

Address

1222 SE 47th St,
Office Suite C-1,
Cape Coral, FL 33914 See Details

Advisory Services:

Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

Find An Advisor

Top 9 Retirement Planning firms in Fort Myers, Florida (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	8870 Daniels Parkway, Fort Myers, FL, 33912	$518,345,692	1631	9	A percentage of AUM
2	1510 Royal Palm Square Boulevard, Suite 103 Fort Myers, FL, 33919-1068	$466,827,500	971	10	A percentage of AUM
3	5237 Summerlin Commons Blvd, Suite 206 Fort Myers, FL, 33907	$435,177,943	781	7	A percentage of AUM, Hourly charges
4	6208 Whiskey Creek Drive, Fort Myers, FL, 33919	$361,075,603	988	9	A percentage of AUM, Hourly charges, Fixed fees
5	12597 New Brittany Blvd, Fort Myers, FL, 33907	$225,643,976	901	6	A percentage of AUM, Fixed fees
6	5237 Summerlin Commons Blvd, #319 Fort Myers, FL, 33907	$220,031,160	289	4	A percentage of AUM
7	17595 S. Tamiami Trail, Suite 220 Fort Myers, FL, 33908	$176,266,552	494	2	A percentage of AUM, Hourly charges, Fixed fees
8	12699 New Brittany Blvd., Fort Myers, FL, 33907	$146,867,525	453	4	A percentage of AUM, Hourly charges, Fixed fees
9	12487 Brantley Commons Court, Fort Myers, FL, 33907	$111,316,519	549	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fort Myers, Florida

ADVANTAGE RETIREMENT GROUP

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QualificationsFirm CRD# 329635

Assets Under Management $518,345,692

No. Of Clients1631

Clients Per Financial Advisor181

ADVANTAGE RETIREMENT GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $518M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1631 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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UHLER VERTICH WHITE ADVISORS

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QualificationsFirm CRD# 130716

Assets Under Management $466,827,500

No. Of Clients971

Clients Per Financial Advisor97

UHLER VERTICH WHITE ADVISORS is a financial advisory firm situated in Fort Myers, Florida. With a nearly $467M assets under management, the firm specializes in crafting personalized retirement planning solutions for 971 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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REZNY WEALTH MANAGEMENT, INC.

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QualificationsFirm CRD# 109638

Assets Under Management $435,177,943

No. Of Clients781

Clients Per Financial Advisor112

REZNY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Fort Myers, Florida. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 781 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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MARQUIS WEALTH MANAGEMENT GROUP

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QualificationsFirm CRD# 116604

Assets Under Management $361,075,603

No. Of Clients988

Clients Per Financial Advisor110

MARQUIS WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 988 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES)

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WATERSTONE FINANCIAL ADVISORY LLC

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QualificationsFirm CRD# 325012

Assets Under Management $225,643,976

No. Of Clients901

Clients Per Financial Advisor150

WATERSTONE FINANCIAL ADVISORY LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 901 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

LIBERTY PRIVATE CLIENT, LLC

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QualificationsFirm CRD# 305130

Assets Under Management $220,031,160

No. Of Clients289

Clients Per Financial Advisor72

LIBERTY PRIVATE CLIENT, LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

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CAMPBELL FINANCIAL PARTNERS, LLC

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QualificationsFirm CRD# 142889

Assets Under Management $176,266,552

No. Of Clients494

Clients Per Financial Advisor247

CAMPBELL FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 494 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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MACKE FINANCIAL ADVISORY GROUP

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QualificationsFirm CRD# 111318

Assets Under Management $146,867,525

No. Of Clients453

Clients Per Financial Advisor113

MACKE FINANCIAL ADVISORY GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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EVOLUTION WEALTH MANAGEMENT INC.

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QualificationsFirm CRD# 307644

Assets Under Management $111,316,519

No. Of Clients549

Clients Per Financial Advisor92

EVOLUTION WEALTH MANAGEMENT INC. is a financial advisory firm situated in Fort Myers, Florida. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 549 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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