Advantage Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$649,745,841
Clients
570
Advisors
5
of 10 employees
About
Advantage Wealth Partners offers wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing about $675 million for roughly 570 clients with a four-advisor team. The firm provides discretionary portfolio management—primarily using ETFs and mutual funds, with occasional individual securities, bonds, structured notes, and alternative investments—and also advises on retirement distributions and lending programs such as the Goldman Sachs Private Bank Select program.
The firm’s investment approach emphasizes long-term, strategic asset allocation informed by fundamental, technical, and cyclical analysis, with value-investing and periodic rebalancing as core elements; portfolios are constructed to reflect client objectives and risk tolerances and may be reallocated for tax or risk reasons. AWP implements these strategies through a turnkey arrangement with AE Wealth Management (which supplies sub-advisor, technology and back-office services) and generally charges percentage-of-AUM fees that can be structured to include trading, custody and administrative “Covered Costs.”
AWP’s disclosures identify several arrangements that differentiate it from many peers: it sponsors a wrap-fee program that bundles transaction and operational costs into a single advisory fee, it reports an ownership/affiliation interest with AE Wealth Management and an affiliated insurance agency, and it discloses receiving launch support and reimbursements from Fidelity. The brochure also notes the firm’s use of endorsements in advertising and that some advisory personnel are licensed to sell insurance products, both of which can create additional conflicts of interest the firm says it seeks to manage through its policies.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.40% annually (maximum) - fees range from 0.60% to 1.40% annually based on factors including asset level, complexity, and relationship $0+: Maximum annual fee for Wrap Fee Program is 1.0% of assets managed (negotiable)
Certain advisory persons are licensed insurance professionals and receive separate commission-based compensation for insurance sales, which is separate from advisory fees.
Account minimum: $10,000 Fee-only: Annual wealth management fees from 0.60% to 1.40% based on assets and service complexity; fees paid monthly in arrears based on average daily balance.
Main office
8870 Daniels Parkway
Fort Myers FL 33912
Advisors at this office
5
Most active in
Alabama · Delaware · Florida · Michigan · New Hampshire · Texas
Also doing business as
Advantage Retirement Group · Advantage Wealth Partners · Saving The Investor · Tounjian Advisory Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David A
Series 65
Fort Myers, FL
Advantage Wealth Partners
David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select individual securities.
Curtis H
Series 65, Series 63
Fort Myers, FL
Advantage Wealth Partners
Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. Harrell is also a licensed insurance agent, dedicating approximately half of his time to insurance sales through National Benefit Legacy. Advantage Wealth Partners provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages about $675 million across roughly 570 clients, utilizing a long-term, strategic asset allocation approach with discretionary portfolio management primarily focused on ETFs and mutual funds.
Garrett E
Series 65
Fort Myers, FL
Advantage Wealth Partners
Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation with three years of industry experience. He has worked at several firms, including PFS Investments Inc. and Quail West, and currently splits his time between advisory work and licensed insurance sales. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million for around 570 clients using discretionary portfolio management focused on long-term strategic asset allocation and value investing.
Alfred T
CFP®, Series 63
Fort Myers, FL
Advantage Wealth Partners
Alfred Tounjian is a CFP® with 15 years of experience, currently serving at Advantage Wealth Partners in Fort Myers, FL. He has been involved with various entities operating under the Advantage Retirement Group name since 1991. Outside of advisory work, he is also engaged in insurance sales and owns STI Property Management LLC. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million across roughly 527 clients and employs a primarily long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, individual securities, and alternative positions.
Stephen C
Series 65, Series 63
Fort Myers, FL
Advantage Wealth Partners
Stephen Cully is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in hospitality and investment-related roles including positions at Campana Hospitality Group and Pfs Investments Inc. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million across about 570 clients using a long-term, strategic asset allocation approach that incorporates ETFs, mutual funds, and select individual securities.
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