Fee-Only Financial Advisors in Fort Myers, 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 Fort Myers, 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 Fort Myers, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

Kathleen Campbell

Campbell Financial Partners

Fort Myers, FL

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

Fee-Only Financial Adviser serving Fort Myers, Bonita Springs, & Naples areas

Donald Purtill

CPA, PFS, CGMA, MBA

Purtill Financial LLC

Fort Myers Beach, FL

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

Fee-Only Financial Advisor team serving Cleveland and the entire Northeast Ohio area. Also serving Southwest Florida.

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.

I can work with clients anywhere!

Deborah Meyer

CFP®, CPA/PFS, CEPA®

WorthyNest

Punta Gorda, FL

Specialties: Comprehensive Financial Planning, Tax Planning, Charitable Giving Strategies, Education Planning, Business Exit Planning,

Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.

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

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    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

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