Finding a Top Financial Advisor Firm in Fort Myers, Florida
If you're looking for a financial advisor in Fort Myers, our list offers key information on the city's top options. Learn about each firm's advisory services, account minimums, advisor certifications, investment strategies and more. You can also use SmartAsset's free financial advisor matching tool, which will connect you with as many as three financial advisors in your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Rezny Wealth Management, LLC Find an Advisor||$326,971,020||$1 million|| || |
Minimum Assets$1 million
|2||Macke Financial Advisory Group, Inc. Find an Advisor||$128,201,895||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Campbell Financial Partners, LLC Find an Advisor||$164,624,048||$10,000 minimum annual fee|| || |
Minimum Assets$10,000 minimum annual fee
What We Use in Our Methodology
To find the top financial advisors in Fort Myers, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Rezny Wealth Management, LLC
While Rezny Wealth Management, Inc. generally requires a minimum of $1 million to open and maintain an investment advisory account, it manages assets exclusively for both non-high-net-worth and high-net-worth individuals.
As a fee-only firm, Rezny does not collect commissions on trades or the sale of insurance and other investment products.
Rezny typically charges clients a $400 hourly rate. Annualized fees for investment advisory account services range from 1% to 1.5% of assets under management.
Rezny Wealth Management Background
Rezny was founded in 1992 as a limited liability company. The firm’s president Brian C. Rezny also holds a certified financial planner (CFP) certification.
Client services include financial planning, investment management and retirement planning.
There is another Rezny office in Aurora, Illinois.
Rezny Wealth Management Strategy
Rezny relies on different research materials to develop investment and portfolio analysis, and investment management strategies for clients. These include charting analysis, fundamental analysis, relative strength analysis, technical analysis and cyclical analysis.
Macke Financial Advisory Group, Inc.
Macke Financial Advisory Group, Inc. is a relatively small firm that provides financial planning, consulting and investment management services. Clients of Macke include high-net-worth individuals, non-high-net-worth individuals and pension and profit-sharing plans. This firm does not impose any minimum account size requirements.
Macke Financial is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based firm would.
Macke Financial Advisory Group Background
Macke Financial Advisory Group was founded in 1996, though it wasn't until 2000 that it became an SEC-registered investment advisor. Todd Christopher Macke, who serves as president and chief compliance officer, is its sole principal owner. As the firm's name would suggest, Macke is also the founder. He is a certified financial planner (CFP).
Macke Financial's investment services are typical and offered in conjunction with comprehensive financial planning and consulting services. The financial planning services here focus on investment advice, risk management, tax planning, cash flow planning, insurance evaluation and estate planning.
Macke Financial Advisory Group Investment Strategy
Macke Financial Advisory Group's investment strategy revolves around the individual needs and objectives of each client. Advisors continuously monitor accounts and adjust assets as necessary. Investments are made based on the financial profile of each client, which is dictated by information such as their risk tolerance, time horizon and need for liquidity. The firm also invests based upon external market factors and the state of local and global economies.
When it comes to individual investments, the firm primarily uses debt securities, equity securities, exchange-traded funds and mutual funds to implement client portfolios. Advisors use fundamental, technical, charting and cyclical methods of analysis to help inform their investment decisions. The firm tends to invest with an eye towards long-term returns.
Campbell Financial Partners
Campbell Financial Partners, LLC offers services to a wide array of clients, including individuals, trusts and small business entities. While the firm does not state a minimum investment amount, it does have a minimum annual fee of $10,000. It has the discretion to reduce this fee as it sees fit. The majority of the firm's clients are individuals, both of high net worth and not.
Campbell Financial Partners is a fee-only firm. This means it only receives advisory fees from clients and does not receive third-party commissions, as a fee-based firm would. The firm is actually part of national organizations that support financial planners in maintaining fee-only practices.
Campbell Financial Partners Background
Campbell Financial Partners was founded in 2006 by Kathleen Campbell, who is the sole owner and principal of the firm.
Campbell Financial Partners offers both financial planning services and investment management services to its clients. The firm may also assist with issues not involving securities, such as cash flow, retirement savings, taxation issues and general estate planning.
Campbell Financial Partners Investment Strategy
The firm's investment strategy is tailored to fit the individual needs and objectives of each client. Advisors consider factors such as clients' risk tolerance, time horizon and need for liquidity.
Campbell Financial Partners uses conservative fundamental analysis to develop long-term strategies, but short-term strategies are also a possible approach. The firm primarily recommends and utilizes no-load or low-cost mutual funds and exchange-traded funds (ETFs).