NAPLES WEALTH PLANNING, LLC

NAPLES WEALTH PLANNING
NAPLES, Florida·2 registered advisors·CRD# 330316
SEC# 801-1298951239-330-4183
01

Firm Overview

AUM
$467M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NAPLES WEALTH PLANNING, LLC

2 registered advisors
Brian Joseph Bruneau
NAPLES, Florida
Richard Joseph Calhoun
NAPLES, Florida
05

Office Locations

NAPLES, Florida
2 advisors

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Data sourced from SEC Form ADV filings. NAPLES WEALTH PLANNING, LLC (CRD# 330316) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.