Naples Wealth Planning provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 1–10 clients last fiscal year.
Naples Wealth Planning reports 226 clients. They include 181 individual clients, 44 high-net-worth individuals and 1 corporate or other business client. Of its assets, 51.1% ($116M across 225 accounts) are managed with discretion; $111M across 227 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 31% |
| High-net-worth individuals | 19% | 69% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 181 | $71M | 31.3% | $392K |
| High-net-worth individuals | 44 | $156M | 68.7% | $3.54M |
| Corporations and other businesses | Fewer than 5 | $926 | 0.0% | $926 |
| Total | 226 | $227M | 100% | — |
- Clients
- 181
- Regulatory AUM
- $71M
- AUM share
- 31.3%
- Avg. per client
- $392K
- Clients
- 44
- Regulatory AUM
- $156M
- AUM share
- 68.7%
- Avg. per client
- $3.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $926
- AUM share
- 0.0%
- Avg. per client
- $926
Total
- Clients
- 226
- Regulatory AUM
- $227M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Naples Wealth Planning charges 0.50%–2.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Ongoing consulting
- Stand-alone ongoing consulting fees range from $10,000 to $200,000, based on the complexity of the services and the experience of the adviser.
- Stand-alone financial planning
- Stand-alone financial planning is a fixed project fee ranging from $1,000 to $10,000, based on complexity and the experience of the adviser, and may be negotiable.
Mla Capital Partners, LLC owns 75% or more of Naples Wealth Planning and is in turn owned by Brian Bruneau (50–75%) and Richard Calhoun (50–75%). The leadership team of Naples Wealth Planning includes President Brian Bruneau. It has 13 employees, 10 of them in advisory roles.
Staff
- 13 employees
- 10 in advisory functions
- 10 state-registered reps
- 3 broker-dealer reps
- 4 insurance agents
- 2 soliciting firms
- Owns 75% or more of Naples Wealth Planning, LLC
Mla Capital Partners, LLC
Control person · since December 2024
- Owns 50% to 75% of Mla Capital Partners, LLC
Brian Bruneau
Control person · since May 2024
- Owns 50% to 75% of Mla Capital Partners, LLC
Richard Calhoun
Control person · since May 2024
Naples Wealth Planning’s regulatory assets grew Infinity× from $0 (March 2024) to $227M (April 2026); employees fell from 15 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $227M | 226 | 13 | 1 |
| Apr 2025April 2025 | $356M | 358 | 13 | 1 |
| Mar 2024March 2024 | $0 | 0 | 15 | 1 |
Besides its headquarters, Naples Wealth Planning has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 3301 Bonita Beach Road, Suite 308, Bonita SpringsHQ
Contact and registration details
- Legal name
- Naples Wealth Planning, LLC
- Headquarters
- 3301 Bonita Beach Road, Suite 308, Bonita Springs, FL 34103
- Website
- napleswealthplanning.com
- Phone
- 239-330-4183
- SEC file
- 801-129895
- Founded
- 2023
- Structure
- Florida LLC
- Fiscal year end
- December
Naples Wealth Planning’s named custodian for separately managed accounts is Charles Schwab ($460M). Naples Wealth Planning does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $460M100%
At year end, Naples Wealth Planning’s separately managed accounts were mostly in funds (59%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities22%
- Non-exchange-traded equities1%
- Funds59%
- Registered funds58%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash15%
How many clients does Naples Wealth Planning have?
Naples Wealth Planning has 226 clients and manages $227 million for them, as of April 2026. They include 181 individual clients, 44 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does Naples Wealth Planning offer?
Naples Wealth Planning provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Naples Wealth Planning charge?
Naples Wealth Planning charges 0.50%–2.50% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Source: NWP FORM ADV 2A - (AMENDED OCTOBER 2025), filed 1 April 2026
Which custodians does Naples Wealth Planning use?
Naples Wealth Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $460M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does Naples Wealth Planning have?
Naples Wealth Planning has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Naples Wealth Planning invest in?
At the end of its last fiscal year, Naples Wealth Planning’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 15% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Naples Wealth Planning have a minimum investment?
Yes, Naples Wealth Planning’s minimum account size for its Investment Management Services is $250K.
Source: NWP FORM ADV 2A - (AMENDED OCTOBER 2025), filed 1 April 2026
Who owns Naples Wealth Planning?
Naples Wealth Planning is owned through a holding company by Brian Bruneau and Richard Calhoun. Its direct owner is Mla Capital Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does Naples Wealth Planning get paid?
Naples Wealth Planning is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Naples Wealth Planning?
Naples Wealth Planning’s main office is at 3301 Bonita Beach Road, Suite 308, Bonita Springs, FL 34103. Its phone number is 239-330-4183. Its website is napleswealthplanning.com.
