CRD: 330316
Naples Wealth Planning
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2024
- Office Locations
- 3
Office Locations
About Naples Wealth Planning
Naples Wealth Planning is a Bonita Springs-based RIA with 3 offices. The firm has been operating for 2 years. Managing $226.9M in total assets under management, with 10 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between October 24, 2025 and April 1, 2026, reported AUM decreased 36.3%, from $356.3M to $226.9M.
Across 3 reported observations, AUM decreased 51.4% between December 16, 2024 and April 1, 2026, from $466.7M to $226.9M.
Of the latest reported AUM, 51.1% is discretionary and 48.9% is non-discretionary.
The firm reports 10 advisory representatives and 226 clients, or 22.6 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 3 reported office locations and 2 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
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- Platform
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Owner & Executives
BRIAN J BRUNEAU
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- --
- Ownership
- Less than 5%
RICHARD J CALHOUN
Partner
- CRD
- #2322340
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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John Cimino
Financial Advisor
- CRD
- #4757028
LAURENCE ELLIOTT HULBERT
Vice President
- CRD
- #712122
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,867,784 | $514,968 |
| Non-Discretionary | $111,066,890 | $489,281 |
| Total | $226,934,674 | $502,068 |
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Separately Managed Accounts
SMA allocation detail is available
Naples Wealth Planning has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.