George Don
Signet Financial Management of Southwest Florida · Parsippany, New Jersey
George Don is a fee-only financial advisor at Signet Financial Management of Southwest Florida in Parsippany, New Jersey, who holds the CFP credential. George focuses on retirement planning, estate & legacy planning and tax planning. Signet Financial Management of Southwest Florida reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Signet Financial Management of Southwest Florida |
|---|---|
| Based in | Parsippany, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.18B across 1,932 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5602201 |
| Exams passed | Series 66 (2010) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | signetswfl.com |
How George's firm compares
- Signet Financial Management of Southwest Florida's average account is about $609,000, from its Form ADV (assets managed divided by 1,932 accounts).
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Questions about George
Is George Don a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Signet Financial Management of Southwest Florida reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Signet Financial Management of Southwest Florida, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Don based?
George Don is based in Parsippany, New Jersey.
What does George specialize in?
George's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does George Don hold?
George Don holds the CFP credential.
Is George Don registered with the SEC?
Yes. George Don is registered as an investment adviser representative in FL and TX (CRD 5602201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Signet Financial Management of Southwest Florida manage?
Signet Financial Management of Southwest Florida reports $1.18B across 1,932 accounts in assets under management.
How do I contact George Don?
Through George's website, signetswfl.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Signet Financial Management of Southwest Florida website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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