Best Financial Advisors in FORT MYERS, Florida
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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 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 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.