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Financial Advisors in Punta Gorda Isles, FL: 2026 rankings

69 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Punta Gorda Isles: Chris Schultz, Modern Woodmen of America, RFA Score 77/100; 5.0★ from 152 Google reviews.

  2. 33

    Most-reviewed: Fairview Lending - Home Mortgages, 182 Google reviews at 5.0★, the most of 69 ranked; ranked #33.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

69 Punta Gorda Isles financial advisors are ranked here by RFA Score, from eight published factors. 17 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.7★ across 69 rated firms.

Top 10 financial advisors in Punta Gorda Isles at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Punta Gorda Isles at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Chris Schultz, Modern Woodmen of America775.0★ (152)Punta Gorda, 2 mi away—Top score
2Landsberg Bennett Private Wealth Management775.0★ (141)Punta Gorda, 2 mi away——
3Precise Financial Solutions735.0★ (62)Port Charlotte, 4 mi away——
4Ideal Retirement Solutions734.9★ (83)Port Charlotte, 8 mi away——
5Rick Barcomb LLC735.0★ (58)Port Charlotte, 4 mi away——
6Bargain Financial Services695.0★ (27)Port Charlotte, 5 mi awaySat · Sun · Evenings—
7Charlotte Harbor Trust Wealth Management695.0★ (20)Punta Gorda, 2 mi away——
8Marah Mutual684.9★ (36)Englewood, 13 mi awaySat · Evenings—
9Blue Ox Advisors665.0★ (27)Englewood, 15 mi awaySat · Evenings—
10Fero Financial LLC.665.0★ (16)Port Charlotte, 8 mi away——

All 69 financial advisors in Punta Gorda Isles, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Rick Barcomb LLC

    Based in Port Charlotte, 4 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 58 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3480 Depew Ave, Port Charlotte, FL 33952
    View profile for Rick Barcomb LLC(941) 235-8776

  8. #8 Marah Mutual

    Based in Englewood, 13 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 36 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 36 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 8 AM–4 PM · Sun closed
    Address
    2 Mariner Ln, Rotonda West, FL 33947
    View profile for Marah Mutual(412) 609-3400

  9. #9 Blue Ox Advisors

    Based in Englewood, 15 mi away

    66/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Sat 8 AM–9 PM · Sun closed
    View profile for Blue Ox Advisors(701) 429-1903

  10. #10 Fero Financial LLC.

    Based in Port Charlotte, 8 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    17843 Murdock Cir #7b, Port Charlotte, FL 33948
    View profile for Fero Financial LLC.(941) 625-5811

  12. #12 Trustco Bank

    Based in Venice, 23 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 50 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2057 S Tamiami Trl, Venice, FL 34293
    View profile for Trustco Bank(941) 496-9100

  15. #15 T&H Comptrollers CPA

    Based in Venice, 24 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.5★ from 53 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 53 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    130 Shamrock Blvd, Venice, FL 34293
    View profile for T&H Comptrollers CPA(941) 484-4980

  16. #16 Truist

    Based in Punta Gorda, 7 mi away

    64/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.6★ from 22 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    2000 Rio De Janeiro Ave #8, Punta Gorda, FL 33983
    View profile for Truist(941) 467-3620

  17. #17 Truist

    Based in North Port, 13 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.6★ from 53 Google reviews, listed on Google as “Financial consultant”.

    • 3.6★ from 53 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    5900 N Port Blvd, North Port, FL 34287
    View profile for Truist(941) 240-3136

  18. #18 AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax and Financial Advisor, IRA(s), Rollovers, Annuities, etc

    Based in Port Charlotte, 6 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.9★ from 39 Google reviews, listed on Google as “Tax preparation service”.

    • 4.9★ from 39 Google reviews
    Hours
    Mon–Thu 10 AM–4 PM · Fri–Sun closed
    Address
    next door to Wawas, 2541 S Tamiami Trl, Port Charlotte, FL 33952
    View profile for AIS Tax and Financial, LLC.: Charles Cash, EA, MBA, Tax and Financial Advisor, IRA(s), Rollovers, Annuities, etc(941) 249-3043

  24. #24 Busey Bank

    Based in Cape Coral, 23 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2524 Del Prado Blvd S, Cape Coral, FL 33904
    View profile for Busey Bank(239) 573-6488

  25. #25 Busey Bank

    Based in North Port, 12 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.6★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 24 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat 9 AM–12 PM · Sun closed
    Address
    14803 S Tamiami Trl, North Port, FL 34287
    View profile for Busey Bank(941) 429-8111

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 69 ranked financial advisors here; the rest are on their profiles.

financial advisors in Punta Gorda Isles, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Christopher Church: Primerica - Financial Services635.0★ (6)8 mi
27Land Capital Advisors634.4★ (28)23 mi
28Lighthouse Wealth Management LLC634.5★ (25)23 mi
29Edward Jones - Financial Advisor: Bonnie J Gaudreau, AAMS®635.0★ (19)24 mi
30Viva Health Advisors635.0★ (12)17 mi
31Lenny Cannova-Modern Woodmen of America635.0★ (19)24 mi
32Morgan Stanley Financial Advisors635.0★ (3)2 mi
33Fairview Lending - Home Mortgages635.0★ (182)22 mi
34First Horizon Bank - Cape Coral, FL - Del Prado Blvd S624.3★ (22)21 mi
35Alexander Peter Wealth Management625.0★ (13)22 mi
36Edward Jones - Financial Advisor: Kim Storie, AAMS®624.7★ (14)22 mi
37Bank of America (with Drive-thru ATM)612.6★ (73)7 mi
38Relion Credit Solutions614.5★ (8)16 mi
39Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS®615.0★ (11)22 mi
40Back Tax Settlement Network613.7★ (3)8 mi
41Edward Jones - Financial Advisor: Steve Muse613.7★ (3)8 mi
42Hinck Private Wealth Management614.4★ (7)17 mi
43Edward Jones - Financial Advisor: Kristin Cardona, AAMS®615.0★ (3)11 mi
44Caldwell Trust Company604.3★ (11)21 mi
45Baobab Wealth Management - Financial Advisor605.0★ (11)25 mi
46VM GLOBAL FINANCE605.0★ (3)11 mi
47Edward Jones - Financial Advisor: Hector Gomez605.0★ (5)17 mi
48WealthBridge Capital Management605.0★ (4)15 mi
49Rich Wealth Planning604.8★ (4)15 mi
50Bank of America (with Drive-thru ATM)593.1★ (43)23 mi

Also serving Punta Gorda Isles

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Punta Gorda Isles
BusinessGoogle ratingDistance
ALTRUS Investment Services5.0★ (2)2 mi
Altrus Investment Services (formerly Bradley Teets Investment Services)5.0★ (2)2 mi
Coquina Private Wealth Advisors5.0★ (1)8 mi
Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™5.0★ (2)2 mi
Edward Jones - Financial Advisor: Brent Forlow, CFP®|CEPA®|AAMS®4.5★ (2)16 mi
Edward Jones - Financial Advisor: Cheryl L Admire, AAMS®3.5★ (2)23 mi
Edward Jones - Financial Advisor: Jim Sproul, CFP®5.0★ (1)5 mi
Edward Jones - Financial Advisor: Joe Tackaberry, CFP®|ChFC®5.0★ (1)7 mi
Edward Jones - Financial Advisor: Kristie Marshall5.0★ (2)11 mi
Edward Jones - Financial Advisor: Pete Rouzzo, AAMS®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Rob Nelson Jr, AAMS®5.0★ (2)14 mi
Hibiscus Investments5.0★ (1)2 mi
Levell Wealth Management5.0★ (1)2 mi
Merrill Lynch Financial Advisor Michael Sheppard5.0★ (1)1 mi
Merrill Lynch Financial Advisor Robert Dwyer5.0★ (1)1 mi
Nemec Wealth Advisors &Partners5.0★ (2)2 mi
Steven Markovic Sr: Primerica - Financial Services5.0★ (1)7 mi
Wells Fargo Advisors1.0★ (2)9 mi
Wells Fargo Advisors3.0★ (2)14 mi
Wells Fargo Advisors2.0★ (1)7 mi

How we ranked Punta Gorda Isles financial advisors

We scored 69 Punta Gorda Isles financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Punta Gorda Isles data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Punta Gorda Isles: frequently asked questions

Which financial advisor has the highest RFA Score in Punta Gorda Isles?

By RFA Score, the highest-ranked financial advisor in Punta Gorda Isles, FL is Chris Schultz, Modern Woodmen of America with an RFA Score of 77/100. It has 5.0★ from 152 Google reviews. Landsberg Bennett Private Wealth Management (#2) and Precise Financial Solutions (#3) follow. We ranked 69 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Punta Gorda Isles?

RankedFinancialAdvisors ranks 69 financial advisors serving Punta Gorda Isles, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Punta Gorda Isles work on weekends?

17 of 69 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Bargain Financial Services (#6), Marah Mutual (#8) and Blue Ox Advisors (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Punta Gorda Isles financial advisors have?

The median Google rating among 69 rated financial advisors in Punta Gorda Isles is 4.7★, with a median of 19 reviews. Fairview Lending - Home Mortgages has the most, 182 reviews, and ranks #33. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Punta Gorda Isles count in this ranking?

Yes, if they are within 25 mi of the Punta Gorda Isles city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Punta Gorda Isles ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Punta Gorda Isles a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Punta Gorda Isles

  1. November 2026: RFA Scores recalculated for 69 financial advisors serving Punta Gorda Isles.
  2. November 2026: 1 duplicate listing merged.

More financial advisors and Punta Gorda Isles pages