Best Financial Advisors in FORT MYERS, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in FORT MYERS
REZNY WEALTH MANAGEMENT, INC.
FORT MYERS, FL · Since 2014
MACKE FINANCIAL ADVISORY GROUP
FORT MYERS, FL · Since 2000
CAMPBELL FINANCIAL PARTNERS, LLC
FORT MYERS, FL · Since 2018
WATERSTONE FINANCIAL ADVISORY LLC
FORT MYERS, FL · Since 2023
MARQUIS WEALTH MANAGEMENT GROUP
FORT MYERS, FL · Since 2002
UHLER VERTICH WHITE ADVISORS
FORT MYERS, FL · Since 2004
ADVANTAGE WEALTH PARTNERS
FORT MYERS, FL · Since 2024
EVOLUTION WEALTH MANAGEMENT INC.
FORT MYERS, FL · Since 2025
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 FORT MYERS?
The median advisory fee in FORT MYERS, FL is 0.95% of assets under management per year, based on Form ADV filings from 8 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.