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Macke Financial Advisory Group
Filed as MACKE FINANCIAL ADVISORY GROUP · Legal name Macke Financial Advisory Group, Inc.
Macke Financial Advisory Group is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Macke Financial Advisory Group compensated?
On its Form ADV (Item 5.E, October 2026), Macke Financial Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Macke Financial Advisory Group charge?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $500 (financial planning and consulting services); Hourly rate: $250 an hour (financial planning and consulting services); Subscription: $100 a month (ongoing financial planning and consulting subscription…); Hourly rate: $225 an hour (additional time sessions with the investment adviser…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Macke Financial Advisory Group located?
Macke Financial Advisory Group's principal office is in Fort Myers, FL, according to its Form ADV.
Is Macke Financial Advisory Group registered with the SEC or a state?
Macke Financial Advisory Group is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111318.
How much does Macke Financial Advisory Group manage?
Macke Financial Advisory Group reports $175,713,593 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).
How have Macke Financial Advisory Group's assets and staff changed since 2021?
In the Form ADV data for Macke Financial Advisory Group: Regulatory assets under management: $135,358,332 in the October 2021 data and $175,713,593 in the October 2026 data, up 30%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Macke Financial Advisory Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (43).
Which custodians does Macke Financial Advisory Group use?
Macke Financial Advisory Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Macke Financial Advisory Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111318
What changed in Macke Financial Advisory Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $158,141,105 to $175,713,593 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Flat fee: $500 (financial planning and consulting services)
The brochure's wording
the Firm’s financial planning and consulting fees are negotiable depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), but generally start at $ 500.00 on a fixed fee basis
Hourly rate: $250 an hour (financial planning and consulting services)
The brochure's wording
the Firm’s financial planning and consulting fees are negotiable depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s), but generally start at $ 500.00 on a fixed fee basis and $250 on an hourly basis according to the terms and conditions of the Financial Planning and Consulting Agreement.
Subscription: $100 a month (ongoing financial planning and consulting subscription…)
The brochure's wording
The Firm also offers a separate ongoing financial planning and consulting subscription option in lieu of the traditional investment advisory service. The fee would be $100/month, billed quarterly in advance.
Hourly rate: $225 an hour (additional time sessions with the investment adviser…)
The brochure's wording
Any additional time sessions with the investment adviser representative would be billed at $225/hour (which time shall be billed in 15 minute increments).
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$175,713,593 as of October 2026, filing dated March 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Macke Financial Advisory Group, Inc.
- Also doing business as
- GREATER GIFTS FAMILY OFFICE
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $175,713,593 | 5 | March 12, 2026 |
| October 2025 | $158,141,105 | 3 | March 22, 2025 |
| October 2024 | $146,867,525 | 4 | March 2, 2024 |
| October 2023 | $136,417,765 | 4 | July 27, 2023 |
| October 2022 | $128,201,895 | 3 | March 11, 2022 |
| October 2021 | $135,358,332 | 3 | April 5, 2021 |
Regulatory assets under management: $135,358,332 in the October 2021 data and $175,713,593 in the October 2026 data, up 30%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $158,141,105 to $175,713,593 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Macke Financial Advisory Group (CRD 111318): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318