Macke Financial Advisory Group fees and pricing

Financial planner in Fort Myers, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, Macke Financial Advisory Group charges a monthly fee of $100 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $100/mo; “The fee would be $100/month, billed quarterly in advance.”

Payment and refund terms, quoted from the fee section of the brochure.

“The Firm’s annual investment advisory fee shall be prorated and paid quarterly, in arrears based upon the market value of the assets on the last business day of the previous quarter.”
“Upon termination, the Firm will prorate and bill the client for the number of days that services were provided during the billing quarter, or refund any unearned fees as applicable.”

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 130
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $175,713,593
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111318
Website: greatergiftsfo.com (opens in new tab)
Phone: (239) 275-1122

Can advise clients in 2 states: Florida, Ohio

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.