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
Douglas Finley
MS, CPWA®, CFP®, AEP®, CDFA®
Finley Wealth Advisors
Estero, FL
Specialties: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies
Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.
Deborah Meyer
CFP®, CPA/PFS, CEPA®
WorthyNest
Punta Gorda, FL
Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.
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: Wealth Management, Wealth Protection, Tax Planning, Retirement Tax Planning, Investment Management, Wealth Transfer, Charitable Planning, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Cash Management Strategies
Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, purposefully designed for the Middle-Class Millionaire, with $2 to $20 million of wealth, as big fish in our right-sized pond.
Kathleen Campbell
Campbell Financial Partners
Fort Myers, FL
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, Tax Planning
Fee-Only Financial Planner serving Fort Myers, Bonita Springs, & Naples areas
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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)
