Naples Wealth Planning

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Client assets under management

$226,933,748

Clients

225

20% high-net worth

Advisors

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$1,008,594

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Main office location

Naples Wealth Planning

3301 Bonita Beach Road, Suite 308

Bonita Springs FL 34103, United States

Number of offices

Most active in

Florida · Missouri · New York · Ohio

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 239-330-4183

Advisors at this firm

Laurence H

Series 65

Bonita Springs, FL

Naples Wealth Planning

Nelson P

CFP®, Series 63, Series 66

Bonita Springs, FL

Naples Wealth Planning

Michael I

Series 63, Series 65

Bonita Springs, FL

Naples Wealth Planning

Andrew K

Series 63, Series 65

Bonita Springs, FL

Naples Wealth Planning

Richard C

Series 63, Series 65

Bonita Springs, FL

Naples Wealth Planning

Mackenzie R

CFP®, Series 66

Bonita Springs, FL

Naples Wealth Planning

Jenee P

Series 63, Series 65

Tarpon Springs, FL

Naples Wealth Planning

John C

Series 66

Bonita Springs, FL

Naples Wealth Planning

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