Skip to content

Rich Wealth PlanningFinancial advisor in Cape Coral, FL

Rich Wealth Planning is a financial advisor in Cape Coral, FL, ranked #36 of 98 financial planners in Cape Coral and rated 4.8 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cape Coral, FLUpdated 0 paid placements in any rankingHow we rank

Call (239) 800-0003Website ↗

Key facts

Key facts about Rich Wealth Planning
Phone(239) 800-0003
Websiterichwealthplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cape Coral and 11 towns within 25 miles: North Fort Myers, Fort Myers, Villas, Cypress Lake, Punta Gorda, Punta Gorda Isles, Iona, Port Charlotte, San Carlos Park, Lehigh Acres and Estero.

Based in Cape Coral, FLView on map

Opening hours

Opening hours for Rich Wealth Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Rich Wealth Planning

How is Rich Wealth Planning ranked in Cape Coral?

Rich Wealth Planning is ranked #36 of 98 financial planners in Cape Coral by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Rich Wealth Planning’s hours?

Rich Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Rich Wealth Planning serve?

Serves Cape Coral and 11 towns within 25 miles: North Fort Myers, Fort Myers, Villas, Cypress Lake, Punta Gorda, Punta Gorda Isles, Iona, Port Charlotte, San Carlos Park, Lehigh Acres and Estero. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Rich Wealth Planning?

Rich Wealth Planning has a rating of 4.8 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Rich Wealth Planning?

Call Rich Wealth Planning on (239) 800-0003. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Rich Wealth Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Rich Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Rich Wealth Planning (this business)—614.8 (4)NoNo
Charlotte Harbor Trust Wealth Management#23615.0 (20)NoNo15.1 mi
Alexander Peter Wealth Management#24615.0 (13)——11.9 mi
Henderson Wealth Partners#26614.3 (6)NoNo12.8 mi

See all 98 ranked financial planners in Cape Coral