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Financial Planners in Estero, FL: 2026 rankings

119 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Estero: Pruitt Cordell & Associates, RFA Score 73/100; 4.8★ from 57 Google reviews.

  2. 14

    Most-reviewed: Bank of America (Lobby Service Only), 87 Google reviews at 3.9★, the most of 119 ranked; ranked #14.

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

119 Estero financial planners are ranked here by RFA Score, from eight published factors. 15 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.9★ across 119 rated firms.

Top 10 financial planners in Estero 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 planners in Estero at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Pruitt Cordell & Associates734.8★ (57)Estero—Top score
2K Prus Advisory - Estate and Financial Planning725.0★ (39)Estero——
3Retallick Financial Group & Retallick Wealth Management724.9★ (64)Bonita Springs, 7 mi away——
4Matheson Financial Services725.0★ (54)Bonita Springs, 7 mi away——
5Northrop Financial Group714.9★ (60)Fort Myers, 8 mi away——
6Nova Wealth Management, Inc.715.0★ (39)Bonita Springs, 3 mi away——
7True Classic Wealth715.0★ (62)Naples, 12 mi awaySat · Evenings—
8Wagon Wheel Financial705.0★ (81)Naples, 19 mi away——
9Bettrlife Financial Services695.0★ (56)Naples, 15 mi away——
10Sentinel Wealth & Tax695.0★ (31)Bonita Springs, 8 mi away——

All 119 financial planners in Estero, 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 Northrop Financial Group

    Based in Fort Myers, 8 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.9★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 60 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    13700 6 Mile Cypress Pkwy #2, Fort Myers, FL 33912
    View profile for Northrop Financial Group(239) 271-2488

  7. #7 True Classic Wealth

    Based in Naples, 12 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 7 AM–8 PM · Sat 9 AM–1 PM · Sun closed
    Address
    5660 Strand Ct, Naples, FL 34110
    View profile for True Classic Wealth(888) 824-1144

  8. #8 Wagon Wheel Financial

    Based in Naples, 19 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    3606 Enterprise Ave Ste 230, Naples, FL 34104
    View profile for Wagon Wheel Financial(239) 347-1234

  10. #10 Sentinel Wealth & Tax

    Based in Bonita Springs, 8 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3301 Bonita Beach Rd SW #312, Bonita Springs, FL 34134
    View profile for Sentinel Wealth & Tax(239) 948-0314

  16. #16 Prudent Financial Planning

    Based in Naples, 12 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4500 Executive Dr #110-4, Naples, FL 34119
    View profile for Prudent Financial Planning(239) 230-0395

  19. #19 Northwestern Mutual

    Based in Fort Myers, 8 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 20 Google reviews
    Address
    10070 Daniels Interstate Ct #230, Fort Myers, FL 33913
    View profile for Northwestern Mutual(239) 985-2800

  23. #23 Advanced Wealth Advisors

    Based in Fort Myers, 11 mi away

    66/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.7★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 22 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907
    View profile for Advanced Wealth Advisors(239) 455-1100

Financial planners 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 119 ranked financial planners here; the rest are on their profiles.

financial planners in Estero, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26FineMark Bank & Trust, a division of Commerce Bank664.3★ (12)3 mi
27Advantage Wealth Partners665.0★ (12)8 mi
28Busey Bank664.6★ (27)14 mi
29Sam Mazzola - Edelman Financial Engines664.9★ (19)13 mi
30Bank of America (with Drive-thru ATM)663.7★ (43)8 mi
31FineMark Bank & Trust, a division of Commerce Bank664.3★ (22)10 mi
32Atlantic Asset Advisors655.0★ (11)7 mi
33Massie & Associates Financial Planning655.0★ (14)10 mi
34Bank of America Financial Center653.0★ (53)In Estero
35Lighthouse Wealth Management LLC654.5★ (25)14 mi
36Health & Wealth Co.654.5★ (41)21 mi
37Everwell Financial655.0★ (13)11 mi
38Victory Independent Planning655.0★ (18)16 mi
39First Horizon Bank - Cape Coral, FL - Cape Coral Pkwy654.0★ (31)13 mi
40Bank of America (with Drive-thru ATM)653.2★ (24)4 mi
41Key Private Bank643.7★ (27)9 mi
42Ideal Retirement Solutions645.0★ (10)10 mi
43Raymond James645.0★ (15)16 mi
44Tax & Financial Strategists LLC645.0★ (8)8 mi
45Bank of America Financial Center643.6★ (55)13 mi
46Rinaldi Wealth Management - Financial Advisor645.0★ (82)3 mi
47Moran Wealth Management®645.0★ (14)15 mi
48Darwish Financial645.0★ (12)13 mi
49Howe Wealth Management - Raymond James644.6★ (9)9 mi
50First Horizon Bank - Cape Coral, FL - Del Prado Blvd S644.3★ (22)16 mi

Also serving Estero

20 more financial planners 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 planners serving Estero
BusinessGoogle ratingDistance
Beneficial Capital Group Wells Fargo Advisors Financial NetworkIn Estero
Charles SchwabIn Estero
Cypress Asset Management IncIn Estero
Edward Jones - Financial Advisor: David Porter, AAMS®In Estero
Edward Jones - Financial Advisor: Eric L Tibbs, AAMS®In Estero
Edward Jones - Financial Advisor: Joshua R JanssenIn Estero
Edward Jones - Financial Advisor: Maggie VanLaere, AAMS®5.0★ (1)In Estero
Edward Jones - Financial Advisor: Ryane N Kavanagh1.0★ (1)In Estero
Fifth Third Preferred - Marissa BeltranIn Estero
Fifth Third Securities - Hector CruzIn Estero
First CommandIn Estero
First Command Financial Advisor - Kim FuchsIn Estero
Joy ManchesterIn Estero
Lamantia Financial Services5.0★ (11)In Estero
Lawrence Legacy Group, LLC.4.9★ (57)In Estero
Leonard Loesch - Ameriprise Financial Services, Inc.In Estero
Naples Asset Management Company LLCIn Estero
Stephen Eller - Raymond JamesIn Estero
Wells Fargo Advisors4.0★ (1)In Estero
Wells Fargo AdvisorsIn Estero

How we ranked Estero financial planners

We scored 119 Estero financial planners 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 Estero 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Estero: frequently asked questions

Which financial planner has the highest RFA Score in Estero?

By RFA Score, the highest-ranked financial planner in Estero, FL is Pruitt Cordell & Associates with an RFA Score of 73/100. It has 4.8★ from 57 Google reviews. K Prus Advisory - Estate and Financial Planning (#2) and Retallick Financial Group & Retallick Wealth Management (#3) follow. We ranked 119 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Estero?

RankedFinancialAdvisors ranks 119 financial planners serving Estero, FL. 6 of them are based in Estero; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Estero work on weekends?

15 of 119 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays are True Classic Wealth (#7), Bank of America (Lobby Service Only) (#14) and Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Estero financial planners have?

The median Google rating among 119 rated financial planners in Estero is 4.9★, with a median of 14 reviews. Bank of America (Lobby Service Only) has the most, 87 reviews, and ranks #14. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Estero count in this ranking?

Yes, if they are within 25 mi of the Estero city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Estero ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Estero 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 planners 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 Estero

  1. November 2026: RFA Scores recalculated for 119 financial planners serving Estero.

More financial planners and Estero pages