Tarpon Springs, FL Office

As of December 31, 2024, Naples Wealth Planning, LLC reported $356,289,605 in client assets under management and provides investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charitable organizations and institutions, typically requiring a minimum relationship size of $250,000. Its services include discretionary portfolio management (using both internal management and selected independent managers), written financial plans, ongoing consulting engagements, and participant account management for held‑away retirement accounts via a third‑party platform.

The firm constructs customized, primarily long‑term portfolios using mutual funds, ETFs, individual equities and bonds and applies fundamental and technical analysis; it may also employ options, private investments and other instruments when appropriate and will rebalance or trade to meet client objectives. NWP conducts continuous client contact and oversight, performs due diligence and ongoing monitoring of independent managers, and reviews accounts at least annually while typically operating with discretionary authority within client‑agreed guidelines.

A distinctive aspect disclosed in the brochure is that certain advisory persons serve in dual capacities as Registered Representatives of American Global Wealth Management (AGWM) and as licensed insurance professionals, and therefore may receive separate commission‑based compensation for commissionable securities and insurance product sales in addition to the firm’s advisory fees. The firm also maintains an institutional relationship with Charles Schwab for custody and platform services, uses a third‑party platform to manage participant accounts without custody, and was organized in July 2023 with principal ownership by MLA Capital Partners, LLC.