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 Wealth Management 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
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