Find a financial advisor in Cape Coral, FL

Find financial advisors in Cape Coral, FL

Find financial advisors in Cape Coral, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

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Find financial advisors in Cape Coral, FL

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Cape Coral, FL

Clients agree: these Cape Coral financial advisors are highly rated for knowledge, experience, communication, and more.
Six Figure Club Dba Mentor Services Unlimited, LLC.

Six Figure Club Dba Mentor Services Unlimited, LLC.

5.0(3)
Offers online services
1 hire on Thervo
44+ years in business
Serves Cape Coral, FL
Shane I. says, "I've known Mr. Jim Davis for several years now & he has always delivered several financial & investment vehicles & has over 40 years experience in connecting directly to the source of the actual portfolio managers who generate income for the wealthiest Top 5% business owners & individuals around the world. Jim has always provided the vehicles that produce a minimum of 10X what ever returns most of the remaining 95% of the public can earn. I highly recommend if you are seeking access to significant MONTHLY INCOME... YOU need to speak with Jim. I recommend you... Visit his website at: www.SixFigureClub.com " Read more
The Naples Money Managers

The Naples Money Managers

New on Thervo
Offers online services
37+ years in business
Serves Cape Coral, FL
Investment boutique portfolio manager focused on a Covered Call strategy to reduce volatility and increase income.
J2 Capital Management

J2 Capital Management

New on Thervo
Offers online services
15+ years in business
Serves Cape Coral, FL
Fiduciary Advisors Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management
A Bud Krater Inc

A Bud Krater Inc

5.0(1)
Offers online services
44+ years in business
Serves Cape Coral, FL
Kimberly S. says, "We have used Bud for our tax needs for many years. Bud's knowledge and experience are priceless. His caring manner makes a very scary and daunting process, manageable. We have always been pleased and feel he has our best interests at heart. I feel good knowing he is an (EA) Enrolled Agent, just in case we would ever have any issues. He's not just a great tax preparer, he's a great person." Read more
Northrop Financial Group, LLC

Northrop Financial Group, LLC

New on Thervo
Offers online services
13+ years in business
Serves Cape Coral, FL
Northrop Financial Group is a full-service accounting firm operating in the Southwest Florida region. We understand that our clients don't want another financial company, they want a relationship. We know the sensitive nature of disclosing your financial situation and that's why we make it our goal to not be just another CPA firm. We team up with our clients to provide them with the assistance they need in all areas of their financial affairs. Let Northrop Financial Group prove why we should be your most trusted CPA. Read more about our CPA Firm...
Investment Strategy Advisors I

Investment Strategy Advisors I

New on Thervo
Offers online services
28+ years in business
Serves Cape Coral, FL
Excellent customer service and I've been at this for over 30 years. Excellent referrals. Enjoy helping people and providing customized non- cookie cutter advice.

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Cape Coral financial advisors

Recent success stories from people in the Cape Coral area.
Nathan L.
Mr. Jim Davis has a very strong & long history of successes for over four decades as a trusted Financial Mentor, Consultant, Investment Services Specialist who has generated substantial New Pathways for gaining access to private transactions earning Passive Income for Fortune 500 & as well as individuals in serious monthly income programs & partnerships. Jim has forged personal & business relationships with the world's Top 1% Income Earners. We recommend his firm as viable & a real resource for securing positive cash-flow!
Six Figure Club dba Mentor Services Unlimited, LLC.
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Cape Coral financial advisors by service