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.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Marquis Wealth Management Group Find an Advisor | $295,844,903 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 2 | Macke Financial Advisory Group, Inc.  Find an Advisor | $128,331,963 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Campbell Financial Partners, LLC Find an Advisor | $134,947,835 | $10,000 minimum annual fee |
| Minimum Assets$10,000 minimum annual feeFinancial Services
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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:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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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.
Marquis Wealth Management Group
Marquis Wealth Management Group has a client base made of mostly individuals, many of whom are not of high net worth. Other clients include business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. In order to open an account with this firm, you'll need to have at least $500,000 in investable assets. The firm may adjust or waive this minimum at its sole discretion.
The firm is fee-based and some advisors receive transaction-based fees as insurance agents. This arrangement is a potential conflict of interest, but the firm is a fiduciary that's legally obligated to put client interests ahead of its own.
Marquis Wealth Management Group Background
Marquis Wealth Management Group was founded in 1999. The firm's principal owners are Trevor R. Whitley, Brian P. O’Connell and Richard E. Krichbaum. Krichbaum is currently managing member, president and chief compliance officer. Some team members of the firm hold professional designations such as certified financial planner (CFP), accredited investment fiduciary (AIF) and chartered financial analyst (CFA).
The firm offers investment advisory services, financial planning and consulting services to its clients.
Marquis Wealth Management Group Investment Strategy
To analyze securities, Marquis Wealth Management Group places specific emphasis on fundamental analysis (using historical and present data to find the intrinsic value of a security) and technical analysis (using historical and present data to analyze share price and trade volume of a security). Strategies include long-term purchases, short-term purchases and options contracts.
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).
