Advisor at Local Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Local Wealth Advisors
Location
Naples, FL 34108
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Charley Corbett is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Local Wealth Advisors in Naples, FL. His prior experience includes roles at Aviance Capital Partners LLC, Nova Wealth Management, and Charles Schwab. Outside of his advisory work, he manages homeowner association operations as a self-employed property management professional. Local Wealth Advisors manages private investment funds for qualified investors and provides retirement plan consulting and management for employer plan sponsors. The firm combines fundamental analysis with Modern Portfolio Theory, utilizing both passive and active investment vehicles within an asset-allocation framework that prioritizes liquidity, tax considerations, and diversification.
Based on Local Wealth Advisors
Based on Local Wealth Advisors
Flat annual fee up to $40,000 for Wealth Management; fixed fees for Financial Planning services (Ongoing and Project-Based)
Up to 1% (Retirement Plan Consulting fee on Plan assets)
Fee-only: Wealth Management services charged as a flat annual fee up to $40,000, paid quarterly in arrears; Financial Planning services charged as fixed fees (Ongoing: $3,000 to $15,000 quarterly; Project-Based: $1,600 to $10,000)
999 Vanderbilt Beach Rd.,, Suite 200
Naples, FL 34108
Florida
Local Wealth Management, LLC
2025 - Present (1 year)
Aviance Capital Partners LLC
2023 - 2025 (2 years)
Nova Wealth Management, Inc
2023 - 2023 (1 year)
UNemployed
2022 - 2023 (1 year)
Noho Financial, Inc Dba Forme Financial
2022 - 2022 (1 year)
UNemployed
2021 - 2022 (1 year)
Charles Schwab
2011 - 2021 (10 years)
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
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Series 65
Naples, FL
Alpha Mode Capital LLC
CFP®, CPA
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Susko Wealth Advisors
I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.
Series 65
Naples, FL
MTH Trading & Capital Management, LLC
Series 66
Naples, FL
Gillespie Wealth Management Inc
CFP®, Series 65, Series 66
Bonita Springs, FL
River Tree Capital Management
Series 66
Naples, FL
Berger Wealth Management, LLC
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