Fee-Only Financial Planners in:
Fort Myers Beach, Florida

These Fort Myers Beach, Florida Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Fort Myers Beach, Florida Financial Planners

Tools & Tips

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NAPFA Pursuit of a Financial Advisor Field Guide

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NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Donald Purtill, CPA, PFS, MBA
Purtill Financial LLC
Highland Heights Oh, Fort Myers Beach FL, Cleveland OH
Fee-Only Financial Advisor serving Cleveland and the entire Northeast and North Central Ohio areas. Also serving Southwest Florida areas