Finley Wealth Management, LLC

Finley Wealth Management, LLC (CRD# 142776) is a financial advisory firm headquartered in Estero, FL. They manage $25,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Finley Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Douglas W. Finley
CRD#: 3039094
10600 Chevrolet Way, Suite 222, Estero, FL 33928

Douglas Finley (CRD# 3039094) is an Investment Advisor Representative working at Finley Wealth Management, LLC in Estero, FL and has over 20 years of experience in the finance industry. Douglas Finley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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