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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 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 - April 25, 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

advisor
vector.svg VERIFIED

John 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

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

8870 Daniels Parkway,
Fort Myers, FL, 33912
$518,345,69216319
A percentage of AUM
2

1510 Royal Palm Square Boulevard, Suite 103
Fort Myers, FL, 33919-1068
$466,827,50097110
A percentage of AUM
3

5237 Summerlin Commons Blvd, Suite 206
Fort Myers, FL, 33907
$435,177,9437817
A percentage of AUM, Hourly charges
4

6208 Whiskey Creek Drive,
Fort Myers, FL, 33919
$361,075,6039889
A percentage of AUM, Hourly charges, Fixed fees
5

12597 New Brittany Blvd,
Fort Myers, FL, 33907
$225,643,9769016
A percentage of AUM, Fixed fees
6

5237 Summerlin Commons Blvd, #319
Fort Myers, FL, 33907
$220,031,1602894
A percentage of AUM
7

17595 S. Tamiami Trail, Suite 220
Fort Myers, FL, 33908
$176,266,5524942
A percentage of AUM, Hourly charges, Fixed fees
8

12699 New Brittany Blvd.,
Fort Myers, FL, 33907
$146,867,5254534
A percentage of AUM, Hourly charges, Fixed fees
9

12487 Brantley Commons Court,
Fort Myers, FL, 33907
$111,316,5195496
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fort Myers, Florida

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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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
View Full Profile

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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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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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
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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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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
View Full Profile

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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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

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