Macke Financial Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$175,713,593
Total clients
130
33% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$1,351,643
About
Macke Financial Advisory Group works with individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans, offering discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting. The firm manages approximately $175.7 million for about 130 clients and operates with a two-advisor support model.
The firm begins engagements with an initial comprehensive financial plan, implements asset allocations across individual equities, mutual funds, ETFs, bonds and cash, and provides ongoing monitoring and periodic reviews tailored to client needs. It may allocate to unaffiliated independent managers and private funds, can incorporate cryptocurrency exposure through exchange-traded structures or specialist managers, and uses technology tools (including AI) to support research and portfolio oversight while generally favoring long-term purchases with selective short-term trading.
Noteworthy divergences from many peers include the firm’s documented use of borrowing and securities-based loans and its employment of derivatives and options strategies (covered call writing, long puts and similar techniques) in client accounts—practices the brochure highlights as carrying distinct risks and potential conflicts of interest. The firm also offers a Greater Gifts Family Office program that provides access to third‑party lifestyle, health and well-being services, with program costs covered for investment management clients, a service set that is atypical for firms of this size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally start at $500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: Negotiable
$250/hour standard; $225/hour for additional financial planning sessions beyond included
Financial planning subscription $100/month billed quarterly in advance
Minimum fee: $600 to $2,000 depending on assets under management below $250,000 Fee-only: Financial planning fixed fees start at $500; hourly fees $250/hour; subscription $100/month billed quarterly in advance; additional hourly sessions $225/hour; Orion software $50/account/quarter
Main office location
Macke Financial Advisory Group
12699 New Brittany Blvd.
Fort Myers FL 33907, United States
Number of offices
1
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")