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

10600 Chevrolet Way, Suite 101, Estero, FL 33928

http://www.mywealthadvisor.com

By the Numbers

Total Assets Under Management

84

MILLION
Total Number of Accounts

52

ACCOUNTS
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.

Financial Advisors at Finley Wealth Advisors

Showing 1 - 2 of 2 top financial advisors.

Amber F. Braatz

CRD#: 6948655

10600 Chevrolet Way, Suite 101, Estero, FL 33928

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.

Douglas W. Finley

CRD#: 3039094

10600 Chevrolet Way, Suite 101, Estero, FL 33928

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals