AdvisorOS Directory
Claim Profile
RC

Richard Joseph Calhoun

NAPLES WEALTH PLANNING, LLC·NAPLES, Florida
Series 10Series 9Series 8Series 3Series 7Series 65Series 63SIE
Unclaimed Profile
1016 COLLIER CENTER WAY, NAPLES, FL 34110CRD# 2322340Firm CRD# 330316
01

About

Richard Joseph Calhoun is a registered financial advisor based in NAPLES, Florida, affiliated with NAPLES WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAPLES WEALTH PLANNING, LLC
NAPLES WEALTH PLANNING
AUM
$467M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at NAPLES WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2322340
Firm CRD# 330316
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Joseph Calhoun offer?
Richard Joseph Calhoun specializes in Financial Planning, Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Richard Joseph Calhoun's credentials?
Richard Joseph Calhoun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Joseph Calhoun located?
Richard Joseph Calhoun is based in NAPLES, Florida, working with NAPLES WEALTH PLANNING, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Richard Joseph Calhoun charge for services?
Richard Joseph Calhoun's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAPLES WEALTH PLANNING, LLC?
NAPLES WEALTH PLANNING, LLC has approximately 15 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NAPLES
Robert William Stiess — WASMER, SCHROEDER & COMPANY, LLCLawrence Joseph Daly — DAC ASSET MANAGEMENT LLCPasquale (nmn) Antonetti — ANTONETTI CAPITAL MANAGEMENT, LLCNicholas Edward Day — QUANTITATIVE INVESTMENT DECISIONS LLCPatrick Robert George — HALSTATT MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile