Financial Advisors · Cape Coral, FL/Updated June 13, 2026
The 8 Best Financial Advisors in Cape Coral, FL
Finding the right financial advisor in Cape Coral can safeguard your future. Avoid costly mistakes by choosing wisely from our vetted list.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent8 companies evaluated
cover story
★ Editor's ChoiceRetirement Wealth Advisors LLC
95Score
Latest update · June 13, 2026: Initial ranking published. 8 Cape Coral-metro financial advisors businesses evaluated, top 8 ranked by Vetted Score.
In Cape Coral, many residents struggle with financial planning, often leading to poor investment choices or retirement savings that fall short. Selecting the right financial advisor can help you avoid these pitfalls and build a secure financial future.
We evaluated eight local financial advisory firms based on their customer ratings, review counts, and overall reputation in the community. Our list reflects those who truly stand out in Cape Coral, taking into account both quality and trustworthiness.
8financial advisors evaluated in Cape Coral
4.74average rating across the field
79customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
Asset Management & Advisory Services boasts a 5-star rating from 8 reviews, with clients praising their knowledgeable staff and effective investment strategies.
To create this ranking, we analyzed eight financial advisors in the Cape Coral area, focusing on their Vetted Scores, which reflect customer satisfaction and service quality. No business pays for placement in our rankings; our evaluations are based solely on data from real client reviews.
We refresh our rankings monthly to ensure they remain current and accurate. With a total of 79 reviews across all providers, we believe this list represents the best options available for financial advice in the area.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a stellar rating of 4.9 from 41 reviews, Retirement Wealth Advisors LLC excels in personalized financial planning. Clients commend their attentive service and tailored strategies for retirement savings. They are best for individuals seeking comprehensive retirement planning. However, the firm is relatively new, and some may prefer a longer track record.
D Gates Wealth Management holds a perfect 5-star rating from 20 reviews, highlighting their expertise in investment management and financial advising. Clients appreciate the clarity and transparency in their services. This firm is ideal for those looking for value without sacrificing quality. On the downside, their review count is lower, which may raise concerns about their experience.
Asset Management & Advisory Services boasts a 5-star rating from 8 reviews, with clients praising their knowledgeable staff and effective investment strategies. They excel in tailored financial solutions for both individuals and businesses. A notable drawback is the thin review base, which may leave potential clients wanting more feedback. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is tailored financial solutions. It serves Cape Coral, FL, with $150 to $300 per hour pricing, and the honest trade-offs are thin review base.
Brian Sauls, Financial Planner at Prudential Advisors, has a 5-star rating from 3 reviews. Clients appreciate his approachable nature and detailed financial planning. He is best for individuals looking for personalized attention in their financial matters. However, the limited number of reviews makes it difficult to assess his long-term reliability.
Edward Jones - Financial Advisor: Terry L Frith, AAMS®|CRPC™ has a 5-star rating from a single review, showcasing his dedication to client service. He is ideal for individuals seeking straightforward investment advice. The significant downside is the lack of reviews, leaving potential clients with little feedback to consider. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is straightforward investment advice. It serves Cape Coral, FL, with $100 to $250 per hour pricing, and the honest trade-offs are lack of reviews.
Edward Jones - Financial Advisor: Jim Perry, CFP® also holds a 5-star rating from 1 review. Clients mention his thoroughness in financial planning. He is best for those looking for detailed guidance. However, with only one review, it is tough to gauge his overall performance and reliability. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is detailed financial guidance. It serves Cape Coral, FL, with $100 to $250 per hour pricing, and the honest trade-offs are only one review.
Rouse Kelly Financial Group has a 4-star rating from a single review, indicating potential but lacking substantial feedback. Clients appreciated the initial consultation. This firm may be suitable for those wanting to explore options. A significant drawback is the extremely limited review base, making it hard to trust their services.
Emerald Wealth Management Solutions, LLC holds a 4-star rating from 4 reviews. Clients appreciate their approachable service and willingness to help with diverse financial needs. They are best for those looking for a variety of financial services. However, the limited reviews may leave potential clients uncertain about their overall performance.
Selecting the right financial advisor is critical for your financial health. Here are key factors to consider when making your choice.
Check their experience
Look for advisors who have a proven track record and experience in the specific areas you need assistance with, whether it's retirement planning or investment management.
Review client feedback
Pay attention to online reviews. A firm with a high number of positive reviews indicates satisfied clients and reliable service.
Understand their fee structure
Make sure you know how the advisor charges for their services, whether it's a flat fee, hourly rate, or a percentage of assets managed.
What it costs
What financial advisors cost in Cape Coral
Financial advisory fees can vary widely based on the services provided. Here’s what you might expect to pay in Cape Coral.
Hourly RateExpect to pay between $100 to $300 per hour for one-time consultations or specific financial advice.
Flat FeesSome advisors offer flat fees ranging from $1,000 to $5,000 for comprehensive financial planning services.
Percentage of Assets ManagedMany advisors charge a fee of 0.5% to 1% of assets under management annually, depending on the amount invested.
Retainer FeesRetainer arrangements can range from $2,000 to $10,000 per year, providing ongoing access to financial advice.
Frequently asked questions
How much does financial advising cost in Cape Coral?
Most financial advisors in Cape Coral charge fees that can range from $100 to $300 per hour, or they may have a flat fee structure depending on the services required.
What should I look for in a financial advisor?
Look for advisors with strong reviews and relevant experience. In Cape Coral, be mindful that most providers have fewer than 50 reviews, indicating that trust is still forming.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Cape Coral residents: <strong>Retirement Wealth Advisors LLC</strong>
Retirement Wealth Advisors LLC is your best choice for financial advising in Cape Coral. If you have a substantial portfolio or need retirement planning, D Gates Wealth Management is a strong alternative due to its perfect rating on a solid number of reviews. For those seeking specialized investment strategies with a smaller firm, Asset Management & Advisory Services offers a promising option, despite its thinner review base.
Cityvetted
