# Naples Wealth Advisors, LLC

> Naples Wealth Advisors, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 343247
- Filed as: NAPLES WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343247
- AdvisorCensus page: https://advisorcensus.com/firm/naples-wealth-advisors-llc-naples-fl-343247

## Quick answers

**How is Naples Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Naples Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Naples Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated June 25, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Flat fee: $1,000 to $7,500 (financial planning services); Flat fee: $3,500 to $35,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Naples Wealth Advisors, LLC located?**
Naples Wealth Advisors, LLC's principal office is in Naples, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Naples Wealth Advisors, LLC registered with the SEC or a state?**
Naples Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343247.

**How much does Naples Wealth Advisors, LLC manage?**
Naples Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 25, 2026.

**Does Naples Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343247

**Does Naples Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 25, 2026 says: "Naples Wealth Advisors requires a minimum of $250,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum at the firm’s discretion."

**What changed in Naples Wealth Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> The annual fee for investment management services based on a percentage of assets under management will be up to 1.00%.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Naples Wealth Advisors requires a minimum of $250,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum at the firm’s discretion.

- Flat fee: $1,000 to $7,500 (financial planning services)

> Naples Wealth Advisors provides financial planning services under a fixed fee arrangement. A mutually agreed upon fixed fee is charged for financial planning services under this arrangement. The fixed fee ranges between $1,000 and $7,500.

- Flat fee: $3,500 to $35,000 a year (financial planning services)

> If Naples Wealth Advisors charges a fixed annual fee, the fee ranges between $3,500 and $35,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Fort Myers, FL

### Websites listed on Form ADV (Item 1.I)
- napleswa.com

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Naples Wealth Advisors, LLC (CRD 343247): Form ADV filing data as of October 2026.