# Macke Financial Advisory Group

> 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.

- CRD: 111318
- Filed as: MACKE FINANCIAL ADVISORY GROUP
- Legal name: Macke Financial Advisory Group, Inc.
- Also doing business as: GREATER GIFTS FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Myers, FL
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111318
- AdvisorCensus page: https://advisorcensus.com/firm/macke-financial-advisory-group-fort-myers-fl-111318

## Quick answers

**How 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 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.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Flat fee: $500 (financial planning and consulting services)

> 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 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 option)

> 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 representative)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $175,713,593
- Discretionary: $175,713,593
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $37,147,512 |
| High net worth individuals | 43 | $134,510,854 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,055,227 |

### 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greatergiftsfo.com](https://greatergiftsfo.com)
- [mackefinancial.com](https://mackefinancial.com)
- Facebook @GreaterGiftsFO
- Facebook @MACKE-FINANCIAL-ADVISORY-GROUP
- LinkedIn @greatergiftsfo
- LinkedIn @macke-financial-advisory-group-feeonly
- X @GreaterGiftsFO
- X @mackecfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $135,358,332 | 3 | April 5, 2021 |
| October 2022 | $128,201,895 | 3 | March 11, 2022 |
| October 2023 | $136,417,765 | 4 | July 27, 2023 |
| October 2024 | $146,867,525 | 4 | March 2, 2024 |
| October 2025 | $158,141,105 | 3 | March 22, 2025 |
| October 2026 | $175,713,593 | 5 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $158,141,105 to $175,713,593 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macke Financial Advisory Group (CRD 111318): Form ADV filing data as of October 2026.