{
  "path": "/advisors/fl/cape-coral/fort-myers",
  "url": "https://advisorcensus.com/advisors/fl/cape-coral/fort-myers",
  "page_type": "metro_city",
  "title": "Financial advisors in Fort Myers, FL",
  "filters": {},
  "scope_total": 15,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Fort Myers, FL?",
      "a": "AdvisorCensus lists 15 investment advisory firms with a principal office in Fort Myers, Florida (part of the Cape Coral metro area), from Form ADV filings as of October 2026: 8 SEC-registered, 5 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Fort Myers, FL?",
      "a": "6 of the 15 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Fort Myers, FL offer financial planning?",
      "a": "11 of the 13 firms in Fort Myers, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Fort Myers, FL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 6 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 15 investment advisory firms with a principal office in Fort Myers, Florida (part of the Cape Coral metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Cape Coral metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Fort Myers, FL: 15 firms from Form ADV filings as of October 2026.",
  "total_firms": 15,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 8,
    "state": 5,
    "exempt": 2
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 6
    },
    {
      "code": "percentage_of_aum",
      "count": 13
    },
    {
      "code": "hourly",
      "count": 7
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 7
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 0
    },
    {
      "code": "other",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 6
    },
    {
      "code": "5_to_9",
      "count": 3
    },
    {
      "code": "10_to_19",
      "count": 3
    },
    {
      "code": "20_plus",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 4
    },
    {
      "code": "25m_100m",
      "count": 1
    },
    {
      "code": "100m_500m",
      "count": 5
    },
    {
      "code": "500m_1b",
      "count": 3
    },
    {
      "code": "1b_5b",
      "count": 0
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 329635,
      "name": "Advantage Wealth Partners",
      "name_as_filed": "ADVANTAGE WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/advantage-wealth-partners-fort-myers-fl-329635",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338314,
      "name": "Broaden Wealth LLC",
      "name_as_filed": "BROADEN WEALTH LLC",
      "url": "https://advisorcensus.com/firm/broaden-wealth-llc-fort-myers-fl-338314",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142889,
      "name": "Campbell Financial Partners, LLC",
      "name_as_filed": "CAMPBELL FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/campbell-financial-partners-llc-fort-myers-fl-142889",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306185,
      "name": "Eubanks Financial",
      "name_as_filed": "EUBANKS FINANCIAL",
      "url": "https://advisorcensus.com/firm/eubanks-financial-fort-myers-fl-306185",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307644,
      "name": "Evolution Wealth Management Inc.",
      "name_as_filed": "EVOLUTION WEALTH MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/evolution-wealth-management-inc-fort-myers-fl-307644",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121554,
      "name": "Gulf Coast Investment Management",
      "name_as_filed": "GULF COAST INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gulf-coast-investment-management-fort-myers-fl-121554",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304202,
      "name": "JK PWA LLC",
      "name_as_filed": "JK PWA LLC",
      "url": "https://advisorcensus.com/firm/jk-pwa-llc-fort-myers-fl-304202",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170859,
      "name": "M&M Wealth Management, LLC",
      "name_as_filed": "M&M WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/m-and-m-wealth-management-llc-fort-myers-fl-170859",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111318,
      "name": "Macke Financial Advisory Group",
      "name_as_filed": "MACKE FINANCIAL ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116604,
      "name": "Marquis Wealth Management Group",
      "name_as_filed": "MARQUIS WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/marquis-wealth-management-group-fort-myers-fl-116604",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 24,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109638,
      "name": "Rezny Wealth Management, Inc.",
      "name_as_filed": "REZNY WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/rezny-wealth-management-inc-fort-myers-fl-109638",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300581,
      "name": "Silverleaf Venture Partners, LLC",
      "name_as_filed": "SILVERLEAF VENTURE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/silverleaf-venture-partners-llc-fort-myers-fl-300581",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 307162,
      "name": "SVP3 GP, LLC",
      "name_as_filed": "SVP3 GP, LLC",
      "url": "https://advisorcensus.com/firm/svp3-gp-llc-fort-myers-fl-307162",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 130716,
      "name": "Uhler Vertich White Advisors",
      "name_as_filed": "UHLER VERTICH WHITE ADVISORS",
      "url": "https://advisorcensus.com/firm/uhler-vertich-white-advisors-fort-myers-fl-130716",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325012,
      "name": "Waterstone Financial Advisory LLC",
      "name_as_filed": "WATERSTONE FINANCIAL ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/waterstone-financial-advisory-llc-fort-myers-fl-325012",
      "city": "Fort Myers",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/fl",
      "label": "Financial advisors in Florida"
    },
    "metro": {
      "path": "/advisors/fl/cape-coral",
      "label": "Financial advisors in Cape Coral, FL"
    },
    "city_pages": [
      {
        "path": "/advisors/fl/cape-coral/bonita-springs",
        "label": "Financial advisors in Bonita Springs, FL",
        "firm_count": 11
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/fl/cape-coral/fee-only",
        "label": "Fee-only financial advisors in Cape Coral, FL",
        "firm_count": 11
      },
      {
        "path": "/advisors/fl/cape-coral/flat-fee",
        "label": "Flat-fee financial advisors in Cape Coral, FL",
        "firm_count": 22
      },
      {
        "path": "/advisors/fl/cape-coral/hourly",
        "label": "Hourly financial advisors in Cape Coral, FL",
        "firm_count": 19
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/fl/cape-coral/for-high-net-worth-individuals",
        "firm_count": 26,
        "label": "Financial advisors for high-net-worth individuals in Cape Coral, FL"
      },
      {
        "path": "/advisors/fl/cape-coral/for-retirement-plans",
        "firm_count": 10,
        "label": "Financial advisors for retirement plans in Cape Coral, FL"
      },
      {
        "path": "/advisors/fl/cape-coral/for-businesses",
        "firm_count": 5,
        "label": "Financial advisors for businesses in Cape Coral, FL"
      },
      {
        "path": "/advisors/fl/cape-coral/for-charities",
        "firm_count": 7,
        "label": "Financial advisors for charitable organizations in Cape Coral, FL"
      },
      {
        "path": "/advisors/fl/cape-coral/no-account-minimum",
        "firm_count": 3,
        "label": "Financial advisors with no account minimum in Cape Coral, FL"
      }
    ],
    "niche_pages": []
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}