ADVANTAGE WEALTH PARTNERS
Fort Myers, FL
AUM
$675.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
239-561-1155
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, FORT MYERS
11 advisers found
REZNY WEALTH MANAGEMENT, INC.
Fort Myers, FL
AUM
$576.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-618-8577
UHLER VERTICH WHITE ADVISORS
Fort Myers, FL
AUM
$513.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
239-936-6300
MARQUIS WEALTH MANAGEMENT GROUP
Fort Myers, FL
AUM
$489.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-454-1117
WATERSTONE FINANCIAL ADVISORY LLC
Fort Myers, FL
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
239-288-0977
CAMPBELL FINANCIAL PARTNERS, LLC
Fort Myers, FL
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-454-5333
MACKE FINANCIAL ADVISORY GROUP
Fort Myers, FL
AUM
$175.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
239-275-1122
EVOLUTION WEALTH MANAGEMENT INC.
Fort Myers, FL
AUM
$171.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
239-771-8696
M&M WEALTH MANAGEMENT, LLC
Fort Myers, FL
AUM
$82.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
239-288-6542
EUBANKS FINANCIAL
Fort Myers, FL
AUM
$4.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
503-780-5601
BROADEN WEALTH LLC
Fort Myers, FL
AUM
$6.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
239-219-1750
Full profileNo website