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.
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.
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 | 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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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