Macke Financial Advisory Group is a well-established investment advisory firm based in Fort Myers, FL. With their single office location, they cater to a diverse range of clients seeking professional financial guidance. The firm boasts a team of four highly skilled professionals, two of whom specialize in providing investment advisory services. Their expertise and dedication have allowed them to maintain an impressive average of $68,210,000 in assets under management per investment advisor, which aligns with the industry standard. Macke Financial Advisory Group offers a comprehensive compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees, ensuring a flexible and transparent approach to financial planning. Although their focus primarily lies on managing assets for high-net-worth individuals, they possess the necessary expertise and capabilities to oversee employer funds, even though 401K and individual accounts constitute less than 30% of their assets under management. With over 70 individual clients, Macke Financial Advisory Group demonstrates their ability to cultivate strong, long-lasting relationships built on trust and reliability. Their exceptional services have attracted clients with a combined total of over $136,418,000 in assets under management. Notably, Todd Macke and Kevin Jordan stand as the firm's most experienced and tenured registered advisors, contributing their extensive knowledge and expertise to the success of the firm. Overall, Macke Financial Advisory Group distinguishes itself as a reputable and trusted financial advisor, offering personalized and comprehensive solutions to help clients navigate the complex world of investments and achieve their financial goals.

Atlas Fiduciary Financial, LLC is a reputable investment advisory firm headquartered in Sarasota, FL, with an additional office location. With a dedicated team of seven professionals, including five experienced investment advisors, they provide comprehensive investment advisory services. The firm boasts an impressive average of approximately $35,650,000 in assets under management per investment advisor. Atlas Fiduciary Financial, LLC offers a flexible compensation structure, tailored to meet the diverse needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to handle employer funds. Notably, all assets managed by the firm are discretionary. The firm primarily caters to high-net-worth individuals, managing a significant portion of their wealth. With a client base of over 80 individuals, Atlas Fiduciary Financial, LLC oversees an impressive $178,236,000 in assets under management. The firm takes pride in its experienced advisors, some of whom have demonstrated remarkable tenure. Alison Hall, Laura Mattia, and Stephen Craffen are among the notable and longest-serving advisors at the firm, offering their expertise to guide clients toward financial success. Atlas Fiduciary Financial, LLC stands as a trusted local partner for individuals seeking reliable and comprehensive investment advisory services in Sarasota, FL. With their seasoned team and track record of success, they are well-positioned to serve the diverse needs of their valued clients.

Compound Family Offices, LLC is a local investment advisory firm headquartered in Sarasota, FL. With a single office, they offer comprehensive financial services to clients seeking expert guidance in managing their wealth. Boasting a team of six highly skilled professionals, Compound Family Offices, LLC specializes in providing investment advisory services to their esteemed clientele. With an average of $62,920,000 in assets under management per investment advisor, Compound Family Offices, LLC demonstrates a solid track record in delivering sound financial solutions. Their compensation structure encompasses various methods, such as a percentage of assets under management and hourly charges, ensuring flexibility and transparency in their fee arrangements. While a minor portion of their assets under management is attributed to 401K and individual accounts, Compound Family Offices, LLC possesses the expertise to oversee employer funds. They exclusively manage discretionary assets, with the majority of their portfolio catering to high-net-worth individuals. The firm proudly serves over 70 individual clients, collectively managing assets valued at more than $314,618,000. Compound Family Offices, LLC benefits from the experience of their long-standing advisors, including Scott Gurr, Erik Popham, and Jeffrey Mullens, who have consistently delivered exceptional financial solutions. Committed to their clients' success, Compound Family Offices, LLC remains dedicated to providing personalized strategies tailored to individual goals and objectives.

Wealth Planning And Design LLC, a small investment advisory firm based out of Sarasota, FL, boasts an impressive track record in managing wealth for high net worth individuals. With over 240 individual clients and more than $92,188,000 in assets under management, the firm has established itself as a trusted partner in helping clients achieve their financial goals. While their primary focus lies in managing discretionary assets, including 401K and individual accounts, Wealth Planning And Design LLC also possesses the expertise to effectively handle employer funds. Their comprehensive compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring alignment with client objectives. The firm takes pride in its dedicated team of professionals, with all three employees actively providing investment advisory services. With an average of approximately $30,730,000 in assets under management per investment advisor, clients benefit from personalized attention and tailored strategies. Wealth Planning And Design LLC places a strong emphasis on continuity and expertise, evident in the long-standing tenure of several advisors. Notable individuals include Jeffrey Speers, Joni Rametta, and Leonard Leetzow, whose extensive experience contributes to the firm's exceptional service and client satisfaction. Operating from their Sarasota office, Wealth Planning And Design LLC remains committed to delivering comprehensive wealth planning and investment management services to their valued clientele.

Liberty Private Client, LLC is a small investment advisory firm based out of Fort Myers, FL, with a rich history of providing personalized financial services to its clients. With a team of six dedicated professionals, including four investment advisors, Liberty Private Client offers comprehensive investment advisory services tailored to meet the unique needs of their clients. Their expertise in managing assets is evident, as they boast an impressive average of approximately $97,920,000 in assets under management per investment advisor, placing them on par with industry standards. The firm's compensation structure is flexible, accommodating various methods such as a percentage of assets under management, fixed fees, and hourly charges. With over 60 individual clients entrusting them with their financial well-being, Liberty Private Client manages an impressive total of over $198,651,000 in assets. While the majority of these assets are held by high-net-worth individuals, the firm also possesses the capability to handle employer funds, although 401K and individual accounts represent a smaller portion of their assets under management. Operating from two office locations, Liberty Private Client prides itself on its longstanding advisors, some of whom have been with the firm for many years. Notable individuals include Harry Dittmann, Richard Seidel, and Michael Mccort, who bring a wealth of experience and expertise to the team. With 100% of the assets they manage being discretionary, Liberty Private Client ensures that clients' investment portfolios are handled with the utmost care and attention, allowing them to focus on achieving their financial goals with peace of mind.

Walsh & Associates, LLC, a reputable investment advisory firm based out of Sarasota, FL, distinguishes itself through its highly skilled team and impressive track record. With a total of 13 dedicated employees, including 5 experienced investment advisors, they deliver exceptional financial guidance to a diverse clientele. Their robust asset management portfolio averages an impressive $766,410,000 per investment advisor, surpassing industry standards. Having cultivated strong relationships with over 720 individual clients, Walsh & Associates, LLC oversees a substantial $481,850,000 in assets under management. Catering primarily to high-net-worth individuals, they have earned a reputation for their expertise in handling sizable investments. While managing employer funds is within their capabilities, they allocate less than 30% of their assets under management to 401K and individual accounts. As a testament to their commitment to their clients, Walsh & Associates, LLC exclusively offers discretionary asset management services, ensuring their expertise guides every investment decision. Additionally, they extend their services beyond investment advisory, acting as registered representatives of a broker-dealer and serving as insurance brokers or agents. Located in Sarasota, FL, Walsh & Associates, LLC operates from two offices to better serve their clients. The firm takes pride in its team's longevity, with Suzanne Stacy McKelvey, Thomas Walsh, and Michael Walsh among their most tenured advisors. Their compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests with their clients. With a steadfast commitment to excellence, Walsh & Associates, LLC continues to empower individuals and businesses to achieve their financial goals.

J. L. Bainbridge & Co., Inc., based out of Sarasota, FL, is a reputable investment advisory firm catering to high net worth individuals. With over $740,302,000 in assets under management and a client base of more than 570 individuals, they have established themselves as a trusted partner in wealth management. The firm operates from a single office and boasts a team of eight dedicated employees, with five of them specializing in providing investment advisory services. While J. L. Bainbridge & Co., Inc. primarily focuses on managing discretionary assets, they also possess the expertise to handle employer funds, although these constitute less than 30% of their assets under management. Their compensation structure is diverse, incorporating various models, such as a percentage of assets under management, ensuring a flexible approach to meet the needs of their clients. Notably, the average assets under management per investment advisor at J. L. Bainbridge & Co., Inc. amount to approximately $148,060,000, which significantly exceeds the industry average. This highlights their ability to effectively manage substantial wealth portfolios. The firm takes pride in their experienced team of advisors, with Joel Oldham, John Leeming, and Jerry Bainbridge among the longest tenured professionals, bringing their wealth of knowledge and expertise to serve their clients' financial goals. As a local investment advisory firm, J. L. Bainbridge & Co., Inc. has cultivated strong relationships within the Sarasota community. Their commitment to delivering personalized wealth management solutions, coupled with their impressive track record, positions them as a reliable and capable partner for high net worth individuals seeking professional guidance in navigating the complexities of the financial market.

Day Hagan Asset Management, based out of Sarasota, FL, is a reputable investment advisory firm that caters to over 190 individual clients, managing an impressive $636,236,000 in assets. As a small firm with two offices, Day Hagan specializes in providing personalized investment solutions tailored to their clients' unique financial goals. With a discretionary approach, they have complete authority to make investment decisions on behalf of their clients. The compensation structure at Day Hagan Asset Management is diverse, encompassing various methods such as a percentage of assets under management, fixed fees, commissions, and hourly charges. This flexible approach ensures that clients can choose a payment method that aligns with their preferences and needs. With a team of 11 dedicated professionals, including four experienced investment advisors, Day Hagan Asset Management maintains a high level of expertise and client service. Each investment advisor oversees an average of approximately $159,060,000 in assets under management, surpassing the industry average. This achievement demonstrates the firm's commitment to delivering exceptional results and growing clients' wealth. Notably, Day Hagan Asset Management prides itself on its longstanding advisors who have played pivotal roles in the firm's success. Regan Teague, Arthur Day, and Donald Hagan are among the longest tenured advisors, exemplifying their deep knowledge and commitment to their clients' financial well-being. Overall, Day Hagan Asset Management stands as a trusted partner for individuals seeking expert guidance and comprehensive investment management, ensuring their financial success and peace of mind.

Fourthought Financial Partners, LLC is a reputable investment advisory firm located in Venice, FL. With a team of 17 dedicated professionals, they provide expert financial guidance to a diverse clientele. Six of their employees specialize in offering investment advisory services, catering to the unique needs of their clients. On average, each investment advisor oversees approximately $108,190,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various options, such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to tailor their services to meet the specific requirements of each client. Fourthought Financial Partners, LLC boasts an impressive client base, serving over 460 individuals and managing assets worth more than $1,071,313,000. While a significant portion of their assets under management is for high-net-worth individuals, they also have the capacity to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. The firm operates under a discretionary management approach, meaning that they have full authority to make investment decisions on behalf of their clients. With a local presence and a single office in Venice, FL, Fourthought Financial Partners, LLC offers a personalized and accessible experience to their clients. Several of the firm's most experienced advisors include Alexander Wolfe, James Stamper, and Bradley Patton, who have contributed significantly to the firm's longstanding reputation for excellence in the financial industry.

Fiduciary Planning, LLC is a small investment advisory firm based out of Englewood, FL, with three offices. With over 1,150 individual clients and an impressive $245,277,000 in assets under management, they have established themselves as a trusted partner in financial planning. Fiduciary Planning, LLC specializes in providing comprehensive investment solutions and personalized advice to their diverse client base. The firm's expertise extends to registered representation of a broker-dealer, insurance brokerage, and agent services. They have developed a solid reputation for their proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. A remarkable 89% of the assets they manage are held under discretionary mandates, reflecting their clients' trust in their decision-making abilities. Fiduciary Planning, LLC boasts a team of eight dedicated employees, four of whom are experienced investment advisors. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring alignment with clients' best interests. With an average of $61,320,000 in assets under management per investment advisor, Fiduciary Planning, LLC delivers results that are on par with industry standards. The firm takes pride in its team's commitment to providing exceptional service and building long-term client relationships. Notably, Fiduciary Planning, LLC is home to several of the industry's most tenured advisors, including Valerie Wagner, Thomas Schorn, and Daniel Mercado. Their combined experience and expertise further solidify the firm's position as a leading financial planning resource in Englewood, FL.

Advantage Retirement Group, based out of Fort Myers, FL, is a distinguished investment advisory firm serving clients with integrity and expertise. With two offices, they offer comprehensive financial solutions to individuals and employer-sponsored 401Ks. This small yet dynamic firm boasts a team of six highly qualified professionals, two of whom specialize in investment advisory services. Impressively, Advantage Retirement Group manages an average of approximately $162,350,000 in assets per investment advisor, surpassing industry standards. Their compensation structure is diverse, including a percentage of assets under management. As a discretionary asset manager, they exercise full discretion over the assets they oversee, ensuring optimal investment decisions aligned with their clients' objectives. Moreover, Advantage Retirement Group serves as an insurance broker or agent, broadening their scope of services to provide comprehensive coverage and protection. With an extensive portfolio of over 440 individual clients, they manage a remarkable $324,702,000 in assets. Among the firm's notable advisors are Alfred Tounjian and David Antonucci, both possessing extensive experience and tenure with Advantage Retirement Group. These seasoned professionals contribute to the firm's outstanding reputation and client satisfaction. Advantage Retirement Group's commitment to excellence, personalized attention, and vast knowledge of retirement planning distinguishes them within the financial industry. Clients can trust them to navigate the complexities of investment management and insurance, securing a prosperous and secure future.