Firm
Greater Gifts Family Office
Fort Myers, Florida
Fee-only
Greater Gifts Family Office at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 130 individual clients, 43 of them high net worth.
- Its average account is about $367,000 (assets it manages divided by its 479 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Fort Myers, Florida |
|---|---|
| Website | greatergiftsfo.com |
| Phone | (239) 275-1122 |
Greater Gifts Family Office fees
Greater Gifts Family Office doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $176 million |
| Individual clients | 87 |
| High-net-worth clients | 43 |
| Accounts managed | 479 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-57221) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 111318 |