List of Financial planners in Fort Myers
Fort Myers, Florida, has 236 Financial planners in this dataset, last verified September 6, 2026. Among the 26 Florida cities we track, it ranks 8th, between Fort Lauderdale (298) and Saint Petersburg (212). Local listings make up 2.5% of all Financial planners in Florida.
118 Financial planners in Fort Myers list both a phone number and an email address, the best starting point for multi-channel outreach. At 50.4%, email coverage runs above the Florida average of 43.6%, while 99.2% of listings include a phone number.
With 91.5% already online (in line with 90.2% across Florida), only 20 Financial planners in Fort Myers lack a website, so site improvements and SEO are the stronger pitch. 30 of their websites list a contact page URL.
61% of the 102 rated Financial planners in Fort Myers hold a 5-star average, below the Florida figure of 69%. The 12 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
87
35
51
28
YouTube
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Financial planners List in Fort Myers
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Grace Tax Advisory Group, LLC | Address | Fort Myers | Florida | United States | Email | Phone | — | 6 | 3.3 | — | — | — | — | |
 | Chlumsky Wealth Management Group | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Signature Financial Strategies | Address | Fort Myers | Florida | United States | Email | Phone | — | 1 | 5 | — | — | — | — | |
 | Kleinfield Wealth Group | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Advanced Wealth Advisors | Address | Fort Myers | Florida | United States | Email | Phone | 23 | 4.7 | — | — | — | — | ||
Roach Financial Services | Address | Fort Myers | Florida | United States | Email | Phone | 2 | 5 | — | — | — | — | |||
 | FineMark Bank & Trust, a division of Commerce Bank | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | |||||
Gfa Wealth Design | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | John A Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Paul Harris Financial | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Park Avenue Securities | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | ||||||
 | Darlene Wilkie - Financial Advisor, Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | The Financial Office Of Darryll R. Bauchert Sr., MBA, CFP, CDFA | Address | Fort Myers | Florida | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Everwell Financial | Address | Fort Myers | Florida | United States | Email | Phone | 6 | 5 | — | — | — | — | ||
 | Michael W Kane - Financial Advisor, Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 236 records with complete field coverage.
Get the full Financial planners database
236 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Fort Myers
Most popular business categories across Fort Myers
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Fort Myers
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 236 Financial planners in Fort Myers, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Fort Myers, Florida
Each of these buyers can work the 236 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 236 Financial planners in Fort Myers.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Fort Myers, Florida
Start with the 118 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (234): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (119): 50.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (87): 36.9% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Fort Myers, Florida
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (12): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (149): 63% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Fort Myers
With 236 Financial planners in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 236 Financial planners in Fort Myers and plan visit days by neighborhood.
- Postal code patches: split Fort Myers by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 25 other Florida cities we track are the next step once Fort Myers accounts are covered.
Data Coverage for Financial planners in Fort Myers
236 records · verified September 6, 2026
- Phone numbers
- 234
- Email addresses
- 119
- Phone and email
- 118
- Websites
- 216
Google ratings· 102 rated (43%)
61% hold 5 stars
- 1-star rated
- 5
- 4.9% of rated
- 2-star rated
- 7
- 6.9% of rated
- 3-star rated
- 19
- 18.6% of rated
- 4-star rated
- 9
- 8.8% of rated
- 5-star rated
- 62
- 60.8% of rated
Social profiles:
- Facebook:87· 36.9%
- LinkedIn:51· 21.6%
- Instagram:35· 14.8%
- X (Twitter):31· 13.1%
- YouTube:28· 11.9%
Financial planners in Fort Myers are an email-friendly, Facebook-heavy market: 99.2% list a phone number and 50.4% publish an email. Among 102 rated Financial planners, 61% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Fort Myers, Florida
Everything you need to know about our financial planners database for Fort Myers, Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Fort Myers, Florida?
There are 236 financial planners in Fort Myers, Florida in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Fort Myers market for sales prospecting and territory planning.
How up to date is the Financial planners data for Fort Myers, Florida?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial planners database for Fort Myers, Florida?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial planners businesses in Fort Myers, Florida?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Fort Myers, Florida as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Fort Myers, Florida cost?
The complete financial planners leads database for Fort Myers, Florida costs $10 as a one-time payment.
You get instant access to all 236 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial planners contacts in Fort Myers, Florida specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial planners data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Fort Myers, Florida financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial planners in Fort Myers, Florida have phone numbers?
234 financial planners in Fort Myers, Florida (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Fort Myers, Florida have email addresses?
119 financial planners in Fort Myers, Florida (50%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial planners in Fort Myers, Florida have both a phone number and an email address?
118 financial planners in Fort Myers, Florida have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial planners in Fort Myers, Florida are active on social media?
Social profile coverage for financial planners in Fort Myers, Florida: 51 on LinkedIn, 87 on Facebook, 35 on Instagram, 28 on YouTube, 31 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial planners in Fort Myers, Florida have a website?
216 financial planners in Fort Myers, Florida (92%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Fort Myers, Florida do not have a website?
20 financial planners in Fort Myers, Florida operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial planners in Fort Myers, Florida?
Rating breakdown for financial planners in Fort Myers, Florida: 62 with a 5-star rating, 9 with a 4-star rating, 19 with a 3-star rating, 7 with a 2-star rating, 5 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial planners data for all of Florida or the entire US?
Yes. Beyond Fort Myers, we offer the complete Financial planners database for Florida and a national all-50-states version.
If you buy the Fort Myers list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Fort Myers, Florida legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.