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Best Financial Planners in Cape Coral, Florida

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Claimed listings first, then by BizScore. How we score

6Financial Planners scored in Cape Coral
45Average BizScore
59Top BizScore
17%AI Visibility 50 or higher
63Average SEO score
4.4Average Google rating (5 rated)

Top Financial Planners in Cape Coral

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Showing 1-6 of 6 Financial Planners listings in Cape Coral, FL · page 1 of 1

#1Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC®

3.0 Google rating · 30 reviews

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Edward Jones - Financial Advisor: R J Dempsey, CFP®|ChFC® website

Score breakdown

AI Visibility55
AI Ready22
SEO65
Freshness100
  • Financial Planner
  • Cape Coral, Florida
  • (239) 540-2331
  • edwardjones.com
Category rank by BizScore: #5 of 13 Financial Planner listings in Cape CoralScores updated Oct 26, 2026
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Creative Planning of Cape Coral website

Score breakdown

AI Visibility44
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Cape Coral, Florida
  • (262) 522-4040
  • creativephl.org
Category rank by BizScore: #8 of 13 Financial Planner listings in Cape CoralScores updated Jul 28, 2026

#3Retirement Wealth Advisors LLC of Cape Coral

4.9 Google rating

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Retirement Wealth Advisors LLC of Cape Coral website

Score breakdown

AI Visibility29
AI Ready28
SEO69
Freshness100
  • Financial Planner
  • Cape Coral, Florida
  • (239) 288-1575
  • retirementwealthllc.com
Category rank by BizScore: #11 of 13 Financial Planner listings in Cape CoralScores updated Oct 23, 2026

#4Rouse Kelly Financial Group

4.0 Google rating

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Rouse Kelly Financial Group website

Score breakdown

AI Visibility31
AI Ready25
SEO59
Freshness100
  • Financial Planner
  • Cape Coral, Florida
  • (239) 540-1454
  • rouse.com

Rouse Kelly Financial Group is a financial planner in Cape Coral, Florida, serving individuals and families with personalized financial strategies tailored to long-term goals. The firm specializes in retirement planning, investment management, estate...

Category rank by BizScore: #10 of 13 Financial Planner listings in Cape CoralScores updated Oct 24, 2026
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Edward Jones - Financial Advisor: Terry L Frith, CRPC™ website

Score breakdown

AI Visibility0
AI Ready48
SEO67
Freshness100
  • Financial Planner
  • Cape Coral, Florida
  • (239) 542-6629
  • edwardjones.com

Edward Jones - Financial Advisor: Terry L Frith, CRPC™ is a financial planning service in Cape Coral, Florida, dedicated to helping individuals and families achieve long-term financial goals. Serving clients across Southwest Florida, Terry L Frith specializes...

Category rank by BizScore: #13 of 13 Financial Planner listings in Cape CoralScores updated Oct 28, 2026

#6Edward Jones - Financial Advisor: Jim Perry, CFP®

5.0 Google rating

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Edward Jones - Financial Advisor: Jim Perry, CFP® website

Score breakdown

AI Visibility0
AI Ready-
SEO50
Freshness-
  • Financial Planner
  • Cape Coral, Florida
  • (239) 573-9544
  • edwardjones.com
Category rank by BizScore: #12 of 13 Financial Planner listings in Cape CoralScores updated Jun 26, 2026
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What the Data Shows for Financial Planners in Cape Coral

17% of the 6 financial planners we measured in Cape Coral reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 27, compared with an average SEO score of 63.

The average Google rating across 5 rated financial planners is 4.4, and the median listing has 30 reviews.

None of the 6 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 6 financial planners in Cape Coral, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Cape Coral ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Cape Coral, Florida does BizScoreAI track?

6 financial planners in Cape Coral currently meet the profile-quality bar for this page, with an average BizScore of 45 and a top score of 59.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Cape Coral score 50 or higher.

Is being listed free?

Yes. Every financial planner in Cape Coral is listed and scored for free, and claiming a listing is free too.