Garrett
Eisenhauer

Advantage Retirement Group

CRD#7533654
Investment Advisor
in Fort Myers, FL

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About this Advisor

Garrett Eisenhauer is a financial advisor based in Fort Myers, Florida, working with Advantage Retirement Group. Garrett has previously held positions at Pfs Investments Inc, Quail West, Waynesboro Country Club, Penn State University, and Tounijan Advisory Partners, LLC Dba Advantage Retirement Group. Garrett has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Garrett is part of Advantage Retirement Group, which operates out of Fort Myers, Florida. The firm has 1 office and 8 employees. The firm manages assets totaling $459.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advantage Retirement Group includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

8870 Daniels Parkway
Fort Myers, FL 33912

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Advantage Retirement Group Brokerage Details

Total Assets Under Management

$459,031,318

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

1,515

FL Average: 2,474
Average Account Size

$302,991

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Garrett Eisenhauer Work History

2023 - Present (1 year)

Tounijan Advisory Partners, LLC Dba Advantage Retirement Group

2022 - 2023 (1 year)

Pfs Investments Inc

2019 - 2023 (4 years)

Quail West

2019 - 2019 (< 1 year)

Waynesboro Country Club

2014 - 2018 (4 years)

Penn State University

2012 - 2016 (4 years)

Waynesboro Country Club

Disclosures

Please visit the SEC profile of Garrett Eisenhauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advantage Retirement Group

David Antonucci
Fort Myers, FL
Curtis Harrell
Fort Myers, FL
Garrett Eisenhauer
Fort Myers, FL
Alfred Tounjian
Fort Myers, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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