Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Loading
Tap on the profile icon to edit
your financial details.

Top Financial Advisors in Fort Myers, FL

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Fort Myers, Florida

If you're looking for a financial advisor in Fort Myers, our list offers key information on the city's top options. Learn about each firm's services, account minimums, advisor certifications, investment strategies and more.

Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.

Find a Fiduciary Financial Advisor

We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.
Free inital consultations. All advisors are fiduciaries.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Marquis Wealth Management Group Marquis Wealth Management Group logo Find an Advisor

Read Review

$326,493,216 $500,000
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Advice unrelated to securites

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Advice unrelated to securites
2 Rezny Wealth Management, LLC Rezny Wealth Management, LLC logo Find an Advisor

Read Review

$268,330,929 $1 million
  • Financial planning 
  • Portfolio management

Minimum Assets

$1 million

Financial Services

  • Financial planning 
  • Portfolio management
3 Uhler and Vertich Financial Planners, LLC Uhler and Vertich Financial Planners, LLC logo Find an Advisor

Read Review

$258,679,749 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
4 Macke Financial Advisory Group, Inc. Macke Financial Advisory Group, Inc. logo Find an Advisor

Read Review

$136,417,765 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
5 Campbell Financial Partners, LLC Campbell Financial Partners, LLC logo Find an Advisor

Read Review

$144,363,368 $10,000 minimum annual fee
  • Financial planning
  • Portfolio management

Minimum Assets

$10,000 minimum annual fee

Financial Services

  • Financial planning
  • Portfolio management

What We Use in Our Methodology

To find the top financial advisors in Fort Myers, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

Marquis Wealth Management Group

Marquis Wealth Management Group is the No. 1 financial advisory firm in Fort Myers. This fee-based practice typically requires a $500,000 minimum account size, but may waive or lower this requirement in certain situations. As a result, Marquis works with individual clients above and below the high-net-worth threshold, as well as retirement plans and charitable organizations. 

For investment management services, Marquis charges an asset-based fee that ranges from 1.50% to 0.90% of a client's portfolio. The firm also provides standalone financial planning and consulting at an hourly rate of $175 to $300. However, advisors at the firm may earn sales commissions when you purchase insurance through them. This compensation is on top of the fees you pay for advisory services and can create a conflict of interest. Be sure to ask you advisor whether individual recommendations are in your best interest. 

The Marquis team includes advisors who hold the certified financial planner (CFP), chartered financial analyst (CFA) and accredited investment fiduciary (AIF) designations. 

Marquis Wealth Management Group Background

Founded in 1999, Marquis Wealth Management Group is owned by Trevor R. Whitley, Brian P. O’Connell, and Richard E Krichbaum, making it a 100% employee-owned firm. Krichbaum, who founded the firm, is a certified financial planner with nearly 40 years of experience working in financial services. 

As mentioned earlier, the firm offers investment management, financial planning and consulting services. More specifically, the firm can help with estate planning, goal setting, retirement planning, education funding, insurance review and other areas. 

Marquis Wealth Management Group Investment Strategy

Marquis relies on both fundamental and technical methods of analysis to evaluate and select securities for client portfolios. This means the firm uses economic and company-specific data to assess the intrinsic value of an asset, and also examines price movements to identify market patterns. 

When the time comes to allocate your assets to various investments, the firm may recommend a combination of individual stocks, bonds and fixed-income securities, unaffiliated private investment funds, mutual funds and exchange-traded funds.

Rezny Wealth Management

While Rezny Wealth Management, Inc. generally requires a minimum of $1 million to open and maintain an investment advisory account, it manages assets exclusively for both non-high-net-worth and high-net-worth individuals.

As a fee-only firm, Rezny does not collect commissions on trades or the sale of insurance and other investment products.

Rezny typically charges clients a $400 hourly rate for general consultation and financial planning services. Annualized fees for investment advisory account services range from 1% to 1.5% of assets under management.  

Rezny Wealth Management Background

Rezny was founded in 1992 as a limited liability company, making it the oldest firm on our list. The firm’s president Brian C. Rezny also holds a certified financial planner (CFP) certification.

Client services include financial planning, investment management and retirement planning.

In addition to Fort Myers, the firm has offices in Naples, Florida; Boca Raton, Florida; and Aurora, Illinois.

Rezny Wealth Management Strategy

Rezny relies on different research materials to develop portfolio analysis and investment management strategies for clients. These include charting analysis, fundamental analysis, relative strength analysis, technical analysis and cyclical analysis.

The firm tailors its investment strategies to meet the needs and financial objectives of its individual clients or allocates the client's assets to a model portfolio. Based on factors like a client's risk tolerance and goals, portfolios will hold a combination of mutual funds, exchange-traded funds and no-load or low-cost variable annuities.  

Uhler and Vertich Financial Planners

Uhler and Vertich Financial Planners is a fee-based firm that's been in business for over two decades. This firm's client base consists almost entirely of individuals, about a third of whom have high net worths. The firm provides its clients with financial planning and investment management services. There is no stated minimum investment requirement, though there may be a minimum annual fee.

Certain advisors at Uhler and Vertich Financial Planners receive commissions for selling securities to clients, which poses a potential conflict of interest. Still, the SEC-registered firm is still legally bound by its fiduciary duty to act in the best interests of clients at all times.

Uhler and Vertich Financial Planners Background

Uhler and Vertich Financial Planners was founded by J. Thomas Uhler and J. Corey Vertich in 2002, and the duo remains the owners of the firm. Vertich is a certified financial planner (CFP), and both founders have over two decades of investment experience.

Uhler and Vertich Financial Planners offer a standard suite of advisory services. Financial planning services may encompass insurance planning, estate planning and intergenerational wealth transfer, retirement planning, income and estate tax planning, among other topics. The firm's portfolio management services are provided through Raymond James. 

Uhler and Vertich Financial Planners Investment Strategy

Uhler and Vertich Financial Planners gather a wide range of information about each client before crafting an investment strategy. Relevant information includes a client's total assets, liabilities, investment objectives, tax situation, cash flow needs and charitable goals. They use this information to design a financial plan and an investment policy statement (IPS) that helps inform investment decisions. A key part of the firm's investment plans is to ensure that each client has three-to-five years' worth of emergency funds available in low-volatility investments.

Advisors at Uhler and Vertich use fundamental methods of analysis to help inform their investment decisions. They place specific emphasis on diversification and asset allocation. They also do not recommend using individual stocks to help drive growth, instead relying on mutual funds and their managers.

Macke Financial Advisory Group, Inc.

Macke Financial Advisory Group, Inc. is a relatively small firm that offers financial planning, consulting and investment management services. Clients of Macke include high-net-worth individuals, non-high-net-worth individuals and pension and profit-sharing plans. This firm does not impose any minimum account size requirements.

Macke Financial is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based advisor would.

Macke Financial Advisory Group Background

Macke Financial Advisory Group was founded in 1996, though it wasn't until 2000 that it became an SEC-registered investment advisor. Todd Christopher Macke, who serves as president and chief compliance officer, is its sole principal owner. As the firm's name would suggest, Macke is also the founder. He is a certified financial planner (CFP).

Macke Financial's investment services are typical and offered in conjunction with comprehensive financial planning and consulting services. The financial planning services here focus on investment advice, risk management, tax planning, cash flow planning, insurance evaluation and estate planning.

Macke Financial Advisory Group Investment Strategy

Macke Financial Advisory Group's investment strategy revolves around the individual needs and objectives of each client. Advisors continuously monitor accounts and adjust assets as necessary. Investments are made based on the financial profile of each client, which is dictated by information such as their risk tolerance, time horizon and need for liquidity. The firm also invests based upon external market factors and the state of local and global economies.

When it comes to individual investments, the firm primarily uses debt securities, equity securities, exchange-traded funds and mutual funds to implement client portfolios. Advisors use fundamental, technical, charting and cyclical methods of analysis to help inform their investment decisions. The firm tends to invest with an eye toward long-term returns.

Campbell Financial Partners

Our list of the top financial advisors in Fort Myers wraps up with Campbell Financial Partners. This fee-only firm offers services to a wide array of clients, including individuals, trusts and small business entities. While the firm does not state a minimum investment amount, it does have a minimum annual fee of $10,000 but may reduce this fee as it sees fit. The majority of the firm's clients are individuals, with and without a high net worth. 

Campbell Financial Partners is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based firm would. The firm is actually part of national organizations that support financial planners in maintaining fee-only practices.

Campbell Financial Partners Background

Campbell Financial Partners was founded in 2006 by Kathleen Campbell, who is the sole owner and principal of the firm.

Campbell Financial Partners offers both financial planning services and investment management services to its clients. The firm may also assist with issues not involving securities, such as cash flow, retirement savings, taxation issues and general estate planning.

Campbell Financial Partners Investment Strategy

The firm's investment strategy is tailored to fit the individual needs and objectives of each client. Advisors consider factors such as clients' risk tolerance, time horizon and need for liquidity. 

Campbell Financial Partners uses conservative fundamental analysis to develop long-term strategies, but short-term strategies are also a possible approach. The firm primarily recommends and utilizes no-load or low-cost mutual funds and exchange-traded funds (ETFs).

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research