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Find Retirement Advisors for Retirement Planning in Fort Myers, Florida
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 you 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 registrations check. 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 - April 19, 2024Fort Myers has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Fort Myers, Florida have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Fort Myers, Florida
VERIFIEDJohn Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
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
VERIFIEDDustin Rinaldi
AWMA®, CFP®, CRPC®
Rinaldi Wealth Management
Qualifications
CRD# 5006872
Firm CRD# 311583
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJason Kohut
Signet Financial Management, LLC
Qualifications
CRD# 4007586
Firm CRD# 105310
Series 7, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Portfolio Management, Retirement Planning, Risk Management, Financial Advice & Consulting, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Fort Myers, Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MARQUIS WEALTH MANAGEMENT GROUP 6208 Whiskey Creek Drive, Fort Myers, FL, 33919 | $326,493,216 | 949 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | ADVANTAGE RETIREMENT GROUP 8870 Daniels Parkway, Fort Myers, FL, 33912 | $324,701,617 | 1324 | 6 | A Percentage of AUM, Other (REFERRAL FEES) |
| 3 | REZNY WEALTH MANAGEMENT, INC. 5237 Summerlin Commons Blvd, Suite 209 Fort Myers, FL, 33907 | $268,330,929 | 262 | 6 | A Percentage of AUM, Hourly charges |
| 4 | UHLER VERTICH WHITE ADVISORS 1510 Royal Palm Square Boulevard, Suite 103 Fort Myers, FL, 33919-1068 | $258,679,749 | 574 | 8 | A Percentage of AUM, Other (3RD PARTY ADVISER/MANAGER FEES) |
| 5 | LIBERTY PRIVATE CLIENT, LLC 5237 Summerlin Commons Blvd, #319 Fort Myers, FL, 33907 | $198,651,111 | 288 | 6 | A Percentage of AUM |
| 6 | WATERSTONE FINANCIAL ADVISORY LLC 12597 New Brittany Blvd, Fort Myers, FL, 33907 | $170,000,000 | 860 | 6 | A Percentage of AUM, Fixed Fees |
| 7 | CAMPBELL FINANCIAL PARTNERS, LLC 17595 S. Tamiami Trail, Suite 220 Fort Myers, FL, 33908 | $144,363,368 | 491 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | MACKE FINANCIAL ADVISORY GROUP 12699 New Brittany Blvd., Fort Myers, FL, 33907 | $136,417,765 | 464 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Fort Myers, Florida
QualificationsFirm CRD# 116604
Assets Under Management $326,493,216
No. Of Clients949
Clients Per Financial Advisor105
MARQUIS WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $326M assets under management, the firm specializes in crafting personalized retirement planning solutions for 949 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 144417
Assets Under Management $324,701,617
No. Of Clients1324
Clients Per Financial Advisor221
ADVANTAGE RETIREMENT GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $325M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1324 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
- Other (REFERRAL FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 109638
Assets Under Management $268,330,929
No. Of Clients262
Clients Per Financial Advisor44
REZNY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Fort Myers, Florida. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 262 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 130716
Assets Under Management $258,679,749
No. Of Clients574
Clients Per Financial Advisor72
UHLER VERTICH WHITE ADVISORS is a financial advisory firm situated in Fort Myers, Florida. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 574 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (3RD PARTY ADVISER/MANAGER FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 305130
Assets Under Management $198,651,111
No. Of Clients288
Clients Per Financial Advisor48
LIBERTY PRIVATE CLIENT, LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 288 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 325012
Assets Under Management $170,000,000
No. Of Clients860
Clients Per Financial Advisor143
WATERSTONE FINANCIAL ADVISORY LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 860 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
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 142889
Assets Under Management $144,363,368
No. Of Clients491
Clients Per Financial Advisor246
CAMPBELL FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Fort Myers, Florida. With a nearly $144M assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 111318
Assets Under Management $136,417,765
No. Of Clients464
Clients Per Financial Advisor116
MACKE FINANCIAL ADVISORY GROUP is a financial advisory firm situated in Fort Myers, Florida. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 464 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
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.