Makke Financial Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Macke Financial Advisory Group works with individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans, offering discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting. The firm manages approximately $175.7 million for about 130 clients and operates with a two-advisor support model.
The firm begins engagements with an initial comprehensive financial plan, implements asset allocations across individual equities, mutual funds, ETFs, bonds and cash, and provides ongoing monitoring and periodic reviews tailored to client needs. It may allocate to unaffiliated independent managers and private funds, can incorporate cryptocurrency exposure through exchange-traded structures or specialist managers, and uses technology tools (including AI) to support research and portfolio oversight while generally favoring long-term purchases with selective short-term trading.
Noteworthy divergences from many peers include the firm’s documented use of borrowing and securities-based loans and its employment of derivatives and options strategies (covered call writing, long puts and similar techniques) in client accounts—practices the brochure highlights as carrying distinct risks and potential conflicts of interest. The firm also offers a Greater Gifts Family Office program that provides access to third‑party lifestyle, health and well-being services, with program costs covered for investment management clients, a service set that is atypical for firms of this size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally start at $500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: Negotiable
$250/hour standard; $225/hour for additional financial planning sessions beyond included
Financial planning subscription $100/month billed quarterly in advance
Minimum fee: $600 to $2,000 depending on assets under management below $250,000 Fee-only: Financial planning fixed fees start at $500; hourly fees $250/hour; subscription $100/month billed quarterly in advance; additional hourly sessions $225/hour; Orion software $50/account/quarter
Main office
12699 New Brittany Blvd.
Fort Myers FL 33907
Advisors at this office
3
Most active in
Florida · Ohio
Also doing business as
Greater Gifts Family Office · Macke Financial Advisory Group · Macke Financial Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Todd M
CFP®, Series 63
Fort Myers, FL
Makke Financial Advisory Group
Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.
Kevin J
CFP®, Series 65
Fort Myers, FL
Makke Financial Advisory Group
Kevin Jordan is a CFP® and Series 65-licensed advisor with six years of industry experience. He has been with Makke Financial Advisory Group since 2019. Prior to that, he worked at Herc Rentals and Bishop Verot High School. Makke Financial Advisory Group serves individuals, high-net-worth clients, trusts and estates, and pension/profit-sharing plans with investment management, financial planning, and pension consulting. The firm employs a two-advisor support model and uses a range of strategies, including derivatives and options, alongside technology tools and a unique family office program.
Joseph P
Series 65
Fort Myers, FL
Makke Financial Advisory Group
Joseph Pendenza is a financial advisor at Makke Financial Advisory Group in Fort Myers, FL. He holds a Series 65 designation and has been in the industry for one year. Prior to his current role, he worked with Stan's Coffee and had experience with several minor league hockey teams. Makke Financial Advisory Group serves individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting, with a focus on tailored asset allocation and the use of advanced strategies including derivatives and options.
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