PORTFOLIO MEDICS, LLC
Bonita Springs, FL
AUM
$780.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(239) 444-1766
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, BONITA SPRINGS
10 advisers found
NOVA WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$247.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
239-444-1794
RINALDI WEALTH MANAGEMENT, INC.
Bonita Springs, FL
AUM
$243.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
239-444-6111
NAPLES WEALTH PLANNING
Bonita Springs, FL
AUM
$226.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-330-4183
PELICAN WEALTH ADVISORS, LLC
Bonita Springs, FL
AUM
$71.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
239-985-4097
LEGACY FAMILY OFFICE, LLC
Bonita Springs, FL
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Fixed fees
239-949-1982
SENTINEL WEALTH INC
Bonita Springs, FL
AUM
$34.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(239) 948-0314
SORSBY FINANCIAL CORP
Bonita Springs, FL
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
312-751-0469
GENESIS WEALTH PLANNING, LLC
Bonita Springs, FL
AUM
$10.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(239) 201-2640
THE INVESTMENT ADVISORY OFFICE OF CHRISTOPHER MIKES, P.A.
Bonita Springs, FL
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(239) 512-7090
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