Fee-Only Financial Advisors in Cape Coral, FL

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Cape Coral, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Cape Coral, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Keith Finkelstein

MBA, CMT®

MarketStrats

Cape Coral, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Cape Coral, Florida, serving clients locally and across the country

Amber Braatz

MBA, CFP®

Finley Wealth Advisors

Estero, FL

Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Tax-Aware Investing, Comprehensive Financial Planning

"Our business model is sized to best serve clients with wealth in the range of $2 to $20 million, as big fish in our right-sized pond."

Douglas Finley

MS, CFP®, AEP®, CDFA®

Finley Wealth Advisors

Estero, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax-Aware Investment Management, Tax Planning, Estate Planning

Finley Wealth Advisors Was Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond.

Charles Johnson

CFP®

Resolute Financial, LLC

North Port, FL

Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital

Fee-Only financial planner located in Newburyport, MA and North Port, FL

  • Refine Your Search

      Search By Zip Code or City


    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser