Naples Wealth Planning, LLC (SEC-registered fiduciary Investment Adviser, CRD #330316, SEC File #801-129895) is an independent, fee-only fiduciary financial planning and private wealth management firm located in the Park Shore financial corridor on Tamiami Trail North in Naples, Florida. Anchored by Managing Directors Nelson Pereira, CFP® (CRD #5474021) and Andrew J. Krone, MBA (CRD #1465896) alongside Vice President of Investments & Planning Mackenzie C. Rickman, CFP®, MBA (CRD #4189721), the practice delivers customized retirement cash-flow modeling, tax-efficient RMD and Roth conversion execution, CCRC liquidity planning, and estate coordination for retirees across Park Shore, Moorings, Coquina Sands, and Naples.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Naples Wealth Planning, LLC); SEC IAPD Individual Profile (Nelson Pereira, CFP®); SEC IAPD Individual Profile (Mackenzie C. Rickman, CFP®); Naples Wealth Planning Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-129895; independent fee-only fiduciary Registered Investment Adviser headquartered at 4851 Tamiami Trail North, Suite 200, Naples, FL 34103.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led by Managing Director Nelson Pereira, CFP® (CRD #5474021), Managing Director Andrew J. Krone, MBA (CRD #1465896), and VP of Investments & Planning Mackenzie C. Rickman, CFP®, MBA (CRD #4189721).
Factual details and direct answers about Naples Wealth Planning, LLC's services, licensing, and credentials.
What is the SEC registration and fiduciary status of Naples Wealth Planning, LLC?
Naples Wealth Planning, LLC is an active, independent SEC-registered Investment Adviser operating under CRD #330316 and SEC File #801-129895, providing conflict-free fiduciary wealth management and financial planning.
Who are the Certified Financial Planner™ professionals at Naples Wealth Planning?
The firm's planning team is led by Managing Director Nelson Pereira, CFP® (CRD #5474021) and Vice President of Investments & Planning Mackenzie C. Rickman, CFP®, MBA (CRD #4189721), alongside Managing Director Andrew J. Krone, MBA (CRD #1465896).
Where is Naples Wealth Planning located in Naples?
The office is located in the Park Shore area of Naples at 4851 Tamiami Trail North, Suite 200, Naples, Florida 34103.
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