ADVANTAGE WEALTH PARTNERS
SEC RegisteredExperience the Advantage Difference
About the firm
For four decades, Advantage Wealth Partners has been passionate about providing unmatched customer care, attention and support to help clients retire confidently in any economy. The firm builds customized financial plans addressing five key areas of retirement planning: income planning, legacy planning, tax-efficient planning, asset protection and growth strategies. Based in Fort Myers and Naples, FL, the firm operates in a family-first atmosphere.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial planning covering income planning, legacy planning, tax-efficient planning, asset protection, and growth strategies, as well as retirement planning guidance
Who they serve
Clients seeking to retire confidently in any economy
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 373 | $192M |
| High Net Worth Individuals | 197 | $458M |
| Charitable Organizations | 7 | $15M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVANTAGE WEALTH PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.