Naples Wealth Planning

Overview

Naples Wealth Planning is an SEC registered investment adviser based in Bonita Springs, FL, registered since 2024. It reports $227M in assets under management across 452 accounts, with 13 employees. It has 8 investment adviser representatives.

Reported AUM

$227M

Discretionary

51%

Accounts

452

Average account

$502K

Employees

13

Advisory reps

8

Registered since

2024

Jurisdictions

4

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Brian Joseph Bruneau President, Chief Compliance Officer, Managing Member CRD 2168870
• Richard J Calhoun Strategic Advisor - Managing Member CRD 2322340

Advisory reps 3 of 8

• Richard J Calhoun Investment Adviser Rep CRD 2322340
• John Cimino Investment Adviser Rep CRD 4757028
• Laurence Elliott Hulbert Investment Adviser Rep CRD 712122

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3301 Bonita Beach Rd Ste 308
Bonita Springs, FL 34134

County

Lee

Metro area

Cape Coral-Fort Myers, FL

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: napleswealthplanning.com

Every state, with registration dates

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