Top 6 advisors in Fort Myers
We’ve curated a list of the best financial advisors in Fort Myers, take a look at it below
Find an advisor in Fort Myers| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $266,372,103 | 6 advisors | ||
| 2 | $220,922,014 | 8 advisors | ||
| 3 | $198,651,111 | 6 advisors | ||
| 4 | $144,363,368 | 2 advisors | ||
| 5 | $91,795,370 | 1 advisors | ||
| 6 | $27,564,141 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Fort Myers, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fort Myers. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Rezny Wealth Management, Inc.
Assets under management
$266,372,103
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
2. Uhler Vertich White Advisors
Assets under management
$220,922,014
Fee structure
A percentage of assets under your management
3RD PARTY ADVISER/MANAGER FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Liberty Private Client, LLC
Assets under management
$198,651,111
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
4. Campbell Financial Partners, LLC
Assets under management
$144,363,368
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Scott White Advisors, LLC
Assets under management
$91,795,370
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Cpk Wealth Management LLC
Assets under management
$27,564,141
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.