NAPLES WEALTH PLANNING, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 330316). Regulatory assets under management: $226.9M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Richard J Calhoun | MANAGING MEMBER; STRATEGIC ADVISOR; STRATEGIC ADVISOR - MANAGING MEMBER | — |
| Brian Joseph Bruneau | MANAGING MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | — |
| CALHOUN KEVIN J | MANAGING MEMBER; STRATEGIC ADVISOR | — |
| BRUNEAU BRIAN JOSEPH | MANAGING MEMBER; PRESIDENT & CHIEF COMPLIANCE OFFICER - MANAGING MEMBER | — |
| CALHOUN RICHARD JOSEPH | CHIEF EXECUTIVE OFFICER - MANAGING MEMBER | — |