LP Profile

Macke Financial Advisory Group

Also known as macke financial advisory

Wealth ManagerFort Myers, United StatesFounded 1996
$176M
Assets Under Management
Fort Myers
Headquarters
Investment Focus

About Macke Financial Advisory Group

Macke Financial Advisory Group is an independent, fee-only advisory firm based in Fort Myers, Florida, serving clients since 1996. It provides financial planning and investment management. Its client groups include high-net-worth households seeking tax-efficient strategies, retired and nearly retired individuals planning for financial independence, and families planning generational wealth transfer. It also offers foundational financial planning with straightforward recommendations. The firm manages about $176 million in assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Macke Financial Advisory Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$175.7M
Total Clients
479
Filing Date
March 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Macke Financial Advisory Group?

Macke Financial Advisory Group is a wealth manager based in Fort Myers, United States, managing approximately $176M in assets.

Where is Macke Financial Advisory Group headquartered?

Macke Financial Advisory Group is headquartered in Fort Myers, United States.

How much does Macke Financial Advisory Group manage?

Macke Financial Advisory Group manages approximately $176M in assets under management.

When was Macke Financial Advisory Group founded?

Macke Financial Advisory Group was founded in 1996.

How can I contact Macke Financial Advisory Group?

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