Top Financial Advisors in Fort Myers, FL

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Marquis Wealth Management Group is the No. 1 financial advisory firm in Fort Myers. This fee-based practice typically requires a $500,000 minimum account size, but may waive or lower this requirement in certain situations. As a result, Marquis works with individual clients above and below the high-net-worth threshold, as well as retirement plans and charitable organizations. 

For investment management services, Marquis charges an asset-based fee that ranges from 1.50% to 0.90% of a client's portfolio. The firm also provides standalone financial planning and consulting at an hourly rate of $175 to $300. However, advisors at the firm may earn sales commissions when you purchase insurance through them. This compensation is on top of the fees you pay for advisory services and can create a conflict of interest. Be sure to ask you advisor whether individual recommendations are in your best interest. 

The Marquis team includes advisors who hold the certified financial planner (CFP), chartered financial analyst (CFA) and accredited investment fiduciary (AIF) designations. 

Marquis Wealth Management Group Background

Founded in 1999, Marquis Wealth Management Group is owned by Trevor R. Whitley, Brian P. O’Connell, and Richard E Krichbaum, making it a 100% employee-owned firm. Krichbaum, who founded the firm, is a certified financial planner with nearly 40 years of experience working in financial services. 

As mentioned earlier, the firm offers investment management, financial planning and consulting services. More specifically, the firm can help with estate planning, goal setting, retirement planning, education funding, insurance review and other areas. 

Marquis Wealth Management Group Investment Strategy

Marquis relies on both fundamental and technical methods of analysis to evaluate and select securities for client portfolios. This means the firm uses economic and company-specific data to assess the intrinsic value of an asset, and also examines price movements to identify market patterns. 

When the time comes to allocate your assets to various investments, the firm may recommend a combination of individual stocks, bonds and fixed-income securities, unaffiliated private investment funds, mutual funds and exchange-traded funds.

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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 for general consultation and financial planning services. 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, making it the oldest firm on our list. 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.

In addition to Fort Myers, the firm has offices in Naples, Florida; Boca Raton, Florida; and Aurora, Illinois.

Rezny Wealth Management Strategy

Rezny relies on different research materials to develop portfolio analysis and investment management strategies for clients. These include charting analysis, fundamental analysis, relative strength analysis, technical analysis and cyclical analysis.

The firm tailors its investment strategies to meet the needs and financial objectives of its individual clients or allocates the client's assets to a model portfolio. Based on factors like a client's risk tolerance and goals, portfolios will hold a combination of mutual funds, exchange-traded funds and no-load or low-cost variable annuities.  

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Uhler and Vertich Financial Planners is a fee-based firm that's been in business for over two decades. This firm's client base consists almost entirely of individuals, about a third of whom have high net worths. The firm provides its clients with financial planning and investment management services. There is no stated minimum investment requirement, though there may be a minimum annual fee.

Certain advisors at Uhler and Vertich Financial Planners receive commissions for selling securities to clients, which poses a potential conflict of interest. Still, the SEC-registered firm is still legally bound by its fiduciary duty to act in the best interests of clients at all times.

Uhler and Vertich Financial Planners Background

Uhler and Vertich Financial Planners was founded by J. Thomas Uhler and J. Corey Vertich in 2002, and the duo remains the owners of the firm. Vertich is a certified financial planner (CFP), and both founders have over two decades of investment experience.

Uhler and Vertich Financial Planners offer a standard suite of advisory services. Financial planning services may encompass insurance planning, estate planning and intergenerational wealth transfer, retirement planning, income and estate tax planning, among other topics. The firm's portfolio management services are provided through Raymond James. 

Uhler and Vertich Financial Planners Investment Strategy

Uhler and Vertich Financial Planners gather a wide range of information about each client before crafting an investment strategy. Relevant information includes a client's total assets, liabilities, investment objectives, tax situation, cash flow needs and charitable goals. They use this information to design a financial plan and an investment policy statement (IPS) that helps inform investment decisions. A key part of the firm's investment plans is to ensure that each client has three-to-five years' worth of emergency funds available in low-volatility investments.

Advisors at Uhler and Vertich use fundamental methods of analysis to help inform their investment decisions. They place specific emphasis on diversification and asset allocation. They also do not recommend using individual stocks to help drive growth, instead relying on mutual funds and their managers.

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Macke Financial Advisory Group, Inc. is a relatively small firm that offers 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 advisor 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 toward long-term returns.

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Our list of the top financial advisors in Fort Myers wraps up with Campbell Financial Partners. This fee-only firm 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 but may reduce this fee as it sees fit. The majority of the firm's clients are individuals, with and without a high net worth. 

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).