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Oakwood Capital Advisors, LLCFinancial advisor in Fort Myers, FL

Oakwood Capital Advisors, LLC is a financial advisor at 15701 S Tamiami Trl Ste 300, Fort Myers, FL 33908, ranked #38 of 84 financial planners in Fort Myers and rated 5.0 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.

Fort Myers, FLUpdated 0 paid placements in any rankingHow we rank

Call (239) 350-0211Website ↗

Key facts

Key facts about Oakwood Capital Advisors, LLC
Address15701 S Tamiami Trl Ste 300, Fort Myers, FL 33908Get directions
Phone(239) 350-0211
Websiteoakwoodca.com
HoursMonday to Friday: 8:30 AM – 4:30 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Fort Myers and 10 towns within 25 miles: Villas, Cypress Lake, San Carlos Park, Estero, Iona, Cape Coral, North Fort Myers, Bonita Springs, Lehigh Acres and Golden Gate.

Based in Fort Myers, FLView on map

Opening hours

Opening hours for Oakwood Capital Advisors, LLC
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oakwood Capital Advisors, LLC

How is Oakwood Capital Advisors, LLC ranked in Fort Myers?

Oakwood Capital Advisors, LLC is ranked #38 of 84 financial planners in Fort Myers by RFA Score, with 64 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 Oakwood Capital Advisors, LLC’s hours?

Oakwood Capital Advisors, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oakwood Capital Advisors, LLC serve?

Serves Fort Myers and 10 towns within 25 miles: Villas, Cypress Lake, San Carlos Park, Estero, Iona, Cape Coral, North Fort Myers, Bonita Springs, Lehigh Acres and Golden Gate. 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 Oakwood Capital Advisors, LLC?

Oakwood Capital Advisors, LLC has a rating of 5.0 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 Oakwood Capital Advisors, LLC?

Call Oakwood Capital Advisors, LLC on (239) 350-0211. The business is at 15701 S Tamiami Trl Ste 300, Fort Myers, FL 33908. 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.

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Compare nearby financial advisors

Oakwood Capital Advisors, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oakwood Capital Advisors, LLC (this business)—645.0 (4)NoNo
ANTOLINO Wealth Advisors#36645.0 (14)NoNo7.6 mi
Alexander Peter Wealth Management#37645.0 (13)——20.0 mi
Waterstone Financial#39645.0 (4)NoNo3.4 mi

See all 84 ranked financial planners in Fort Myers