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Financial Planners in Lehigh Acres, FL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Lehigh Acres: Northrop Financial Group, RFA Score 69/100; 4.9★ from 60 Google reviews.

  2. 18

    Most-reviewed: Bank of America (Lobby Service Only), 87 Google reviews at 3.9★, the most of 82 ranked; ranked #18.

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

82 Lehigh Acres financial planners are ranked here by RFA Score, from eight published factors. 10 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 82 rated firms.

Top 10 financial planners in Lehigh Acres 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 Lehigh Acres at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Northrop Financial Group694.9★ (60)Fort Myers, 15 mi awayTop score
2Pruitt Cordell & Associates684.8★ (57)Estero, 17 mi away—
3Retallick Financial Group & Retallick Wealth Management674.9★ (64)Bonita Springs, 23 mi away—
4Matheson Financial Services675.0★ (54)Bonita Springs, 23 mi away—
5K Prus Advisory - Estate and Financial Planning665.0★ (39)Estero, 19 mi away—
6Nova Wealth Management, Inc.665.0★ (39)Bonita Springs, 20 mi away—
7Rezny Wealth Management, Inc.664.7★ (35)Fort Myers, 16 mi away—
8Northwestern Mutual654.6★ (20)Fort Myers, 12 mi away—
9The Art and Science of Successful Planning645.0★ (18)Fort Myers, 15 mi away—
10Sentinel Wealth & Tax645.0★ (31)Bonita Springs, 23 mi away—

All 82 financial planners in Lehigh Acres, 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.

  1. Ranked #1 in Lehigh Acres

    #1 Northrop Financial Group

    Based in Fort Myers, 15 mi away

    69/100RFA Score

    Ranked #1 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

  8. #8 Northwestern Mutual

    Based in Fort Myers, 12 mi away

    65/100RFA Score

    Ranked #8 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

  10. #10 Sentinel Wealth & Tax

    Based in Bonita Springs, 23 mi away

    64/100RFA 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

  13. #13 Advanced Wealth Advisors

    Based in Fort Myers, 16 mi away

    64/100RFA Score

    Ranked #13 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

  15. #15 Busey Bank

    Based in Cape Coral, 20 mi away

    63/100RFA Score

    Ranked #15 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

  20. #20 Everwell Financial

    Based in Fort Myers, 16 mi away

    63/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1591 Hayley Ln Ste 202, Fort Myers, FL 33907
    View profile for Everwell Financial(239) 288-7054

  25. #25 Key Private Bank

    Based in Fort Myers, 17 mi away

    62/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 27 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    12830 University Dr Ste 100, Fort Myers, FL 33907
    View profile for Key Private Bank(239) 466-2500

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

financial planners in Lehigh Acres, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26First Horizon Bank - Cape Coral, FL - Cape Coral Pkwy624.0★ (31)21 mi
27Bank of America Financial Center613.6★ (55)21 mi
28Massie & Associates Financial Planning615.0★ (14)22 mi
29Bank of America (with Drive-thru ATM)613.5★ (39)18 mi
30Ideal Retirement Solutions615.0★ (10)18 mi
31Bank of America (with Drive-thru ATM)613.7★ (43)22 mi
32Howe Wealth Management - Raymond James614.6★ (9)16 mi
33FineMark Bank & Trust, a division of Commerce Bank614.3★ (12)19 mi
34365 Wealth Partners605.0★ (5)13 mi
35Alliance Financial Group603.5★ (13)15 mi
36Uhler Vertich White Advisors604.5★ (8)16 mi
37Atlantic Asset Advisors605.0★ (11)23 mi
38Bank of America Financial Center603.0★ (53)16 mi
39Mutual Trust Advisory Group605.0★ (8)19 mi
40First Horizon Bank - Ft Myers, FL - McGregor Blvd603.5★ (26)21 mi
41Asset Management & Advisory Services605.0★ (8)21 mi
42CPK Wealth Management604.3★ (6)16 mi
43Independent Investment Advisors605.0★ (5)16 mi
44Grace Tax Advisory Group, LLC593.3★ (6)13 mi
45Henderson Wealth Partners594.3★ (6)17 mi
46Rinaldi Wealth Management - Financial Advisor595.0★ (82)20 mi
47Merrill Lynch Wealth Management593.3★ (10)17 mi
48Bank of America (with Drive-thru ATM)593.2★ (24)20 mi
49Titan Financial595.0★ (4)15 mi
50Relion Credit Solutions594.5★ (8)21 mi

Also serving Lehigh Acres

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 Lehigh Acres
BusinessGoogle ratingDistance
Ascent Financial5.0★ (27)In Lehigh Acres
CLA (CliftonLarsonAllen)5.0★ (2)17 mi
Cornerstone Financial Planning, Inc.5.0★ (2)16 mi
Edward Jones - Financial Advisor: Cheryl A Sylvester JamesIn Lehigh Acres
Edward Jones - Financial Advisor: Stephen Thomas5.0★ (4)In Lehigh Acres
Fifth Third Securities - Connor MacKayIn Lehigh Acres
Financial Legacy Wealth Advisors5.0★ (2)21 mi
FineMark Bank & Trust, a division of Commerce Bank3.0★ (2)22 mi
Ian K. Sample - Kane Financial1.0★ (2)17 mi
Investing In Your DreamsIn Lehigh Acres
J2 Capital Management5.0★ (2)21 mi
Macke Financial Advisory Group3.0★ (2)16 mi
ReclaimMyFunds4.0★ (4)In Lehigh Acres
Roach Financial Services5.0★ (2)15 mi
Terri Starliper - Financial Advisor, Ameriprise Financial Services, LLC3.0★ (2)13 mi
The Hassle Free Group LLCIn Lehigh Acres
Trajan Wealth5.0★ (2)16 mi
Turner SolutionsIn Lehigh Acres
Wells Fargo AdvisorsIn Lehigh Acres
Wells Fargo AdvisorsIn Lehigh Acres

How we ranked Lehigh Acres financial planners

We scored 82 Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres: frequently asked questions

Which financial planner has the highest RFA Score in Lehigh Acres?

By RFA Score, the highest-ranked financial planner in Lehigh Acres, FL is Northrop Financial Group with an RFA Score of 69/100. It has 4.9★ from 60 Google reviews. Pruitt Cordell & Associates (#2) and Retallick Financial Group & Retallick Wealth Management (#3) follow. We ranked 82 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Lehigh Acres?

RankedFinancialAdvisors ranks 82 financial planners serving Lehigh Acres, FL. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Lehigh Acres work on weekends?

10 of 82 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Jesi Jarosz, RICP - Financial Advisor - Northwestern Mutual (#11), Solutions Money Management (#14) and Busey Bank (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Lehigh Acres financial planners have?

The median Google rating among 82 rated financial planners in Lehigh Acres is 4.7★, with a median of 14 reviews. Bank of America (Lobby Service Only) has the most, 87 reviews, and ranks #18. 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 Lehigh Acres count in this ranking?

Yes, if they are within 25 mi of the Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres 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 Lehigh Acres

  1. November 2026: RFA Scores recalculated for 82 financial planners serving Lehigh Acres.

More financial planners and Lehigh Acres pages