Case Pearlman Retirement Plan Advisors, LLC

Case Pearlman Retirement Plan Advisors, LLC (CRD# 148892) is a financial advisory firm headquartered in Fort Myers, FL. They manage $268,300,000 in 41 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $6,543,902
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Case Pearlman Retirement Plan Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thomas D. Case
CRD#: 1765158
7780 Cambridge Manor Place, Suite B, Fort Myers, FL 33907
96
Wealthminder
score

Thomas Case (CRD# 1765158) is an Investment Advisor Representative working at Case Pearlman Retirement Plan Advisors, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry.

2
James O. Lee
CRD#: 5820240
7780 Cambridge Manor Place, Suite B, Fort Myers, FL 33907
93
Wealthminder
score

James Lee (CRD# 5820240) is an Investment Advisor Representative working at Case Pearlman Retirement Plan Advisors, LLC in Fort Myers, FL and has over 5 years of experience in the finance industry.

3
Dennis M. Pearlman
CRD#: 4665022
7780 Cambridge Manor Place, Suite B, Fort Myers, FL 33907
93
Wealthminder
score

Dennis Pearlman (CRD# 4665022) is an Investment Advisor Representative working at Case Pearlman Retirement Plan Advisors, LLC in Fort Myers, FL and has over 6 years of experience in the finance industry.

4
Gary A. Fitzer
CRD#: 846596
7780 Cambridge Manor Place, Suite B, Fort Myers, FL 33907
81
Wealthminder
score

Gary Fitzer (CRD# 846596) is an Investment Advisor Representative working at Case Pearlman Retirement Plan Advisors, LLC in Fort Myers, FL and has over 10 years of experience in the finance industry.

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