Finley Wealth Advisors
Finley Wealth Advisors (CRD# 142776) is a financial advisory firm headquartered in Estero, FL. They manage $83,516,662 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$1,606,090
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Finley Wealth Advisors
1
Amber Braatz (CRD# 6948655) is an Investment Advisor Representative working at Finley Wealth Advisors in Estero, FL and has over 5 years of experience in the finance industry.
2
Douglas Finley (CRD# 3039094) is an Investment Advisor Representative working at Finley Wealth Advisors in Estero, FL and has over 25 years of experience in the finance industry.
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