Financial Advisors · Fort Myers, FL/Updated June 13, 2026
The 9 Best Financial Advisors in Fort Myers, FL
Navigating financial decisions in Fort Myers can be challenging. Our ranking highlights the best local advisors to help you plan for your future.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent10 companies evaluated
cover story
★ Editor's ChoiceRetallick Financial Group & Retallick Wealth Management
96Score
Latest update · June 13, 2026: Initial ranking published. 10 Fort Myers-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
Fort Myers is home to a competitive market for financial advisors, with several providers vying for your business. The area’s unique demographic and economic landscape create a distinct need for personalized financial planning services. With the combined reviews totaling 206, it's clear that while trust is still forming, there are strong options available for those looking to secure their financial future.
Our list ranks the top nine financial advisors based on their Vetted Scores, which consider client reviews, ratings, and overall service quality. This ranking is refreshed monthly to reflect any changes in performance or customer feedback, ensuring you receive the most accurate information possible.
10financial advisors evaluated in Fort Myers
4.87average rating across the field
206customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
With a rating of 4.9 stars from 51 reviews, Retallick Financial Group & Retallick Wealth Management comes highly recommended by clients for its personalized approach and expertise in wealth management.
With 5 stars from 20 reviews, The Art and Science of Successful Planning is praised for its in-depth financial strategies and comprehensive planning services.
We evaluated ten financial advisory firms in the Fort Myers area, focusing on their customer ratings and review counts. Each business was assessed on a scale of 0 to 100 to determine their Vetted Score, with the top firms demonstrating a consistent record of high ratings and positive client experiences.
No company pays for placement in our rankings. We value transparency and independence, which is why our evaluations are based solely on customer feedback and verified performance metrics. This approach guarantees that you are getting reliable recommendations based on real experiences.
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 rating of 4.9 stars from 51 reviews, Retallick Financial Group & Retallick Wealth Management comes highly recommended by clients for its personalized approach and expertise in wealth management. Reviewers often highlight the team's responsiveness and thorough financial planning. However, their higher-end fees may not suit everyone. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is individuals seeking tailored wealth management solutions. It serves Fort Myers, FL, with $200 to $500 per hour pricing, and the honest trade-offs are higher fees and limited service options for lower budgets.
Pros
Personalized financial planning
High client satisfaction
Experienced team
Cons
Higher fees
Limited service options for lower budgets
Best forIndividuals seeking tailored wealth management solutions
Evolution Retirement Services holds a perfect 5-star rating from 37 reviews. Clients appreciate their focus on retirement planning and the clarity they provide throughout the process. Their expertise in navigating retirement options is a major plus. However, they have a smaller review base, making them a bit less proven. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients planning for retirement. It serves Fort Myers, FL, with $150 to $300 per hour pricing, and the honest trade-offs are smaller review base and limited offerings for non-retirees.
With 5 stars from 20 reviews, The Art and Science of Successful Planning is praised for its in-depth financial strategies and comprehensive planning services. Clients often commend their thoroughness and attention to detail. However, their lower review count may raise concerns for some potential clients. 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 clients needing comprehensive financial planning. It serves Fort Myers, FL, with $200 to $400 per hour pricing, and the honest trade-offs are lower review count and higher fees may apply.
Pros
In-depth financial strategies
Thorough planning
Attention to detail
Cons
Lower review count
Higher fees may apply
Best forClients needing comprehensive financial planning
Rezny Wealth Management, Inc. has a strong rating of 4.7 stars from 32 reviews. Clients appreciate their personalized service and expertise in investment strategies. They are a solid option for those looking for investment advice. However, some clients have mentioned a need for more proactive communication. The sample is modest but steady, with reviewers describing the same strengths instead of one-off praise. Most of what reviewers hire it for is clients seeking investment advice. It serves Fort Myers, FL, with $150 to $350 per hour pricing, and the honest trade-offs are need for more proactive communication and limited service options.
Advantage Wealth Partners holds a 5-star rating from 12 reviews, making them a promising choice for clients seeking a fresh perspective on wealth management. Clients often highlight their innovative strategies and friendly service. However, the limited number of reviews indicates they are still establishing their reputation. 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 clients looking for innovative wealth management solutions. It serves Fort Myers, FL, with $100 to $300 per hour pricing, and the honest trade-offs are limited review base and less experienced team.
Pros
Innovative strategies
Friendly service
Personal attention
Cons
Limited review base
Less experienced team
Best forClients looking for innovative wealth management solutions
Advanced Wealth Advisors has a rating of 4.7 stars from 23 reviews. Clients appreciate their tailored investment advice and commitment to client education. They are a solid choice for those wanting to learn more about their financial options. However, their service may be less personalized due to a higher client volume.
Pros
Tailored investment advice
Commitment to client education
Good reputation
Cons
Less personalized service
Higher client volume
Best forClients interested in learning about investments
Lighthouse Wealth Management LLC has a rating of 4.5 stars based on 25 reviews. Clients commend their knowledgeable team and approachable service. They excel in providing general financial advice. However, their focus may not cater to more complex financial needs. 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 clients needing general financial advice. It serves Fort Myers, FL, with $100 to $250 per hour pricing, and the honest trade-offs are limited focus on complex needs and moderate review base.
Independent Investment Advisors has a perfect 5-star rating but only 5 reviews. Clients appreciate their personalized service and attention to detail. They may be a great choice for those seeking one-on-one investment advice. However, the small review base makes them less established compared to others. 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 clients wanting personalized investment advice. It serves Fort Myers, FL, with $150 to $300 per hour pricing, and the honest trade-offs are small review base and less proven track record.
Pros
Personalized service
Attention to detail
High client satisfaction
Cons
Small review base
Less proven track record
Best forClients wanting personalized investment advice
Freedom Financial Investment Advisor Group has a 5-star rating but only 1 review. While the rating is impressive, the lack of reviews raises concerns about their reliability and service depth. They may appeal to clients looking for emerging advisors, but the limited feedback means caution is advised. 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 clients open to new advisors. It serves Fort Myers, FL, with $100 to $250 per hour pricing, and the honest trade-offs are only one review and unproven track record.
Selecting the right financial advisor involves considering several local factors, such as service area, response time, and state licensing. Here are key aspects to keep in mind:
Review their credentials
Look for advisors with appropriate licenses and certifications. In Florida, a registered investment advisor should have a valid state license to operate.
Assess their specialties
Different advisors may focus on retirement planning, investment management, or tax strategies. Choose one whose expertise aligns with your financial goals.
Evaluate communication style
A good advisor should communicate clearly and respond promptly. Consider their availability for in-person meetings and online consultations.
What it costs
What financial advisors cost in Fort Myers
The cost of hiring a financial advisor in Fort Myers can vary based on their services and fee structures. Here are typical pricing tiers:
Hourly RateExpect to pay between $150 to $400 per hour depending on the advisor's experience and expertise.
Flat FeeSome advisors charge a flat fee for specific services, ranging from $1,000 to $5,000 based on complexity.
Percentage of Assets Under ManagementMany advisors charge a fee of 0.5% to 1% of assets managed annually, which can vary based on the total amount invested.
Retainer FeeSome advisors offer a retainer model, typically costing between $2,000 to $10,000 annually, providing ongoing support and advice.
Frequently asked questions
How much does financial advising cost in Fort Myers?
Fees can vary, but many advisors in Fort Myers charge between $150 to $400 per hour, depending on their services and experience.
What is the average rating of financial advisors in Fort Myers?
The average rating among the top financial advisors in Fort Myers is around 4.6 stars, with a total of 206 reviews across 9 ranked businesses.
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 Fort Myers residents: <strong>Retallick Financial Group & Retallick Wealth Management</strong>
If you seek a reliable, established firm, Retallick Financial Group & Retallick Wealth Management is your best bet. With a stellar 4.9-star rating from 51 reviews, they cater well to those needing comprehensive financial planning. For those focused on retirement, Evolution Retirement Services offers a perfect fit, boasting a flawless 5-star rating on 37 reviews. If you're looking for a personalized approach to financial planning, The Art and Science of Successful Planning is an excellent choice, especially for clients who appreciate a tailored strategy.
Cityvetted
