Advisor at Capital Wealth Planning, LLC
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Firm
Capital Wealth Planning, LLC
Location
Naples, FL 34109
Credentials
Series 63, Series 65
Industry experience
31 years
Kevin Simpson is a financial advisor at Capital Wealth Planning, LLC with 31 years of industry experience. He has been with Capital Wealth Planning since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he hosts and authors an investment-related podcast called Covered Calls with Kevin Simpson, where he interviews industry guests and discusses economic and market topics. Capital Wealth Planning, LLC provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $11.4 billion in discretionary assets through strategies that combine fundamental, technical, and quantitative analysis across mutual funds, ETFs, individual securities, and option writing, serving a broad and diverse client base.
Based on Capital Wealth Planning, LLC
Based on Capital Wealth Planning, LLC
Up to 1.75% annually (negotiable)
Account minimum: $100,000 to $1,000,000 based on investment strategy (minimums are negotiable and can be waived) Fee-only: Fee-only advisory services, no commissions
9015 Strada Stell Ct, Suite 203
Naples, FL 34109
Florida · Texas
Capital Wealth Planning, LLC
2005 - Present (21 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Onroute Financial
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