NAPLES WEALTH PLANNING

Overview

Naples Wealth Planning is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm functions as a capital allocator for both high-net-worth individuals and institutional clients, and maintains a mix of advisory and brokerage capabilities—most notably insurance brokerage alongside financial planning and portfolio management. Service offerings emphasize comprehensive planning and adviser-of-advisers work: the firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers, and runs educational seminars and workshops. Investment activity centers on publicly available pooled vehicles, with a clear tilt toward mutual funds and other public funds as the primary building blocks of client portfolios. Naples Wealth Planning also supplements those core holdings with allocations to external alternative managers, primarily hedge funds, to deliver non-correlated exposure. The firm is not identified as an active ESG investor and uses a flexible fee schedule that includes percentage-of-AUM fees, hourly and fixed fees, and commissions.

Assets & Accounts

Investments & Alternatives

Location & Offices