Joseph Pendenza
Greater Gifts Family Office · Fort Myers, Florida
Joseph Pendenza is a fee-only financial advisor at Greater Gifts Family Office in Fort Myers, Florida. Joseph focuses on estate & legacy planning and family wealth transfer. Greater Gifts Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Greater Gifts Family Office |
|---|---|
| Based in | Fort Myers, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $175.7M across 479 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8236093 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.greatergiftsfo.com |
How Joseph's firm compares
- Greater Gifts Family Office's average account is about $367,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Joseph
Is Joseph Pendenza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Greater Gifts Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Greater Gifts Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Pendenza based?
Joseph Pendenza is based in Fort Myers, Florida.
What does Joseph specialize in?
Joseph's specialties include estate & legacy planning and family wealth transfer. Joseph works with multi-generational families.
Is Joseph Pendenza registered with the SEC?
Yes. Joseph Pendenza is registered as an investment adviser representative in FL (CRD 8236093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greater Gifts Family Office manage?
Greater Gifts Family Office reports $175.7M across 479 accounts in assets under management.
How do I contact Joseph Pendenza?
Through Joseph's website, www.greatergiftsfo.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
- Greater Gifts Family Office 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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