TrueAdvisor
TrueAdvisor
TW
CFP
TW
CFP

Todd Wangler

J. W. Cole Advisors, INC.
24 Years of Experience
Naples, FL
Broker
View SEC Summary
View SEC Summary

Todd Wangler is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Naples, FL, with 24 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2180 Immokalee Road, Suite 209, Naples, FL, 34110

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Todd is the President of Strada Properties LLC, a commercial rental property, spending minimal time collecting rent. He also works full-time as a financial advisor for Strada Wealth Management, PLLC.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
August 2021 - Present · 5 yrs 2 mos
J.W. Cole Financial, INC.Broker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
July 2020 - August 2021 · 1 yr 1 mo
Securities America, INC.Broker
July 2020 - August 2021 · 1 yr 1 mo
Cadaret Grant & CO INC
March 2014 - July 2020 · 6 yrs 4 mos
Cadaret, Grant & CO., INC.Broker
June 2011 - July 2020 · 9 yrs 1 mo
Woodbury Financial Services, INC.Broker
January 2009 - July 2011 · 2 yrs 6 mos
Lincoln Financial Distributors, INC.Broker
March 2005 - January 2009 · 3 yrs 10 mos
Aig Sunamerica Capital Services, INC.Broker
July 2002 - March 2005 · 2 yrs 8 mos
State Registrations19 states
CADEFLGAKSMAMDMINCNENJNYOHPASCTNTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Naples, FL →All financial advisors in Florida →