{
  "crd_number": 111318,
  "slug": "macke-financial-advisory-group-fort-myers-fl-111318",
  "primary_business_name": "MACKE FINANCIAL ADVISORY GROUP",
  "legal_name": "MACKE FINANCIAL ADVISORY GROUP, INC.",
  "dbas": [
    "GREATER GIFTS FAMILY OFFICE"
  ],
  "city": "Fort Myers",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "15980",
  "metro": {
    "cbsa_code": "15980",
    "common_name": "Cape Coral",
    "msa_name": "Cape Coral-Fort Myers, FL",
    "path": "/advisors/fl/cape-coral"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-02-07",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 175713593.0,
  "raum_discretionary": 175713593.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 37147512.0,
      "count": 87
    },
    "pension_profit_sharing": {
      "raum": 4055227.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 134510854.0,
      "count": 43
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH"
  ],
  "websites": [
    "https://facebook.com/GreaterGiftsFO",
    "https://facebook.com/PAGES/MACKE-FINANCIAL-ADVISORY-GROUP/156954074344375",
    "https://greatergiftsfo.com",
    "https://linkedin.com/company/greatergiftsfo",
    "https://linkedin.com/company/macke-financial-advisory-group-feeonly/about",
    "https://mackefinancial.com",
    "https://twitter.com/GreaterGiftsFO",
    "https://twitter.com/mackecfp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111318",
  "city_as_filed": "FORT MYERS",
  "url": "https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318",
  "display_name": "Macke Financial Advisory Group",
  "summary": "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.",
  "citation": "AdvisorCensus. Macke Financial Advisory Group (CRD 111318): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Macke Financial Advisory Group compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Macke Financial Advisory Group charge?",
      "a": "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 option); Hourly rate: $225 an hour (additional time sessions with the investment adviser representative). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Macke Financial Advisory Group located?",
      "a": "Macke Financial Advisory Group's principal office is in Fort Myers, FL, according to its Form ADV."
    },
    {
      "q": "Is Macke Financial Advisory Group registered with the SEC or a state?",
      "a": "Macke Financial Advisory Group is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 111318."
    },
    {
      "q": "How much does Macke Financial Advisory Group manage?",
      "a": "Macke Financial Advisory Group reports $175,713,593 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Macke Financial Advisory Group's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Macke Financial Advisory Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (43)."
    },
    {
      "q": "Which custodians does Macke Financial Advisory Group use?",
      "a": "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."
    },
    {
      "q": "Does Macke Financial Advisory Group report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Macke Financial Advisory Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $158,141,105 to $175,713,593 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 135358332.0,
      "total_employees": 3,
      "filing_date": "2021-04-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 128201895.0,
      "total_employees": 3,
      "filing_date": "2022-03-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 136417765.0,
      "total_employees": 4,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 146867525.0,
      "total_employees": 4,
      "filing_date": "2024-03-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 158141105.0,
      "total_employees": 3,
      "filing_date": "2025-03-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 175713593.0,
      "total_employees": 5,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $158,141,105 to $175,713,593 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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 option)",
      "Hourly rate: $225 an hour (additional time sessions with the investment adviser representative)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 (financial planning and consulting services)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $100 a month (ongoing financial planning and consulting subscription option)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $225 an hour (additional time sessions with the investment adviser representative)"
        ],
        "quotes": [
          "Any additional time sessions with the investment adviser representative would be billed at $225/hour (which time shall be billed in 15 minute increments)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "subscription",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "ongoing financial planning and consulting subscription option"
        },
        {
          "kind": "hourly",
          "amount": 225.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "additional time sessions with the investment adviser representative"
        }
      ]
    },
    "quotes": [
      "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",
      "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.",
      "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.",
      "Any additional time sessions with the investment adviser representative would be billed at $225/hour (which time shall be billed in 15 minute increments)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 87,
      "fewer_than_5": false,
      "raum": 37147512.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 43,
      "fewer_than_5": false,
      "raum": 134510854.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4055227.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111318",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}