Best Financial Advisors in BONITA SPRINGS, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$248M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in BONITA SPRINGS
#1
100
PORTFOLIO MEDICS, LLC
BONITA SPRINGS, FL · Since 2018
$780M AUM75 clientsFee: 0%
FiduciaryFee-Only
#2
100
NOVA WEALTH MANAGEMENT, INC.
BONITA SPRINGS, FL · Since 2023
$248M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
100
RINALDI WEALTH MANAGEMENT, INC.
BONITA SPRINGS, FL · Since 2021
$243M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
NAPLES WEALTH PLANNING
BONITA SPRINGS, FL · Since 2024
$227M AUM10 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.