Best Financial Advisors in BONITA SPRINGS, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in BONITA SPRINGS
PORTFOLIO MEDICS, LLC
BONITA SPRINGS, FL · Since 2018
NOVA WEALTH MANAGEMENT, INC.
BONITA SPRINGS, FL · Since 2023
RINALDI WEALTH MANAGEMENT, INC.
BONITA SPRINGS, FL · Since 2021
NAPLES WEALTH PLANNING
BONITA SPRINGS, FL · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in BONITA SPRINGS?
The median advisory fee in BONITA SPRINGS, FL is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.