Fee-only adviser · Naples, FL
Delgado Private Wealth Management LLC
Delgado Private Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Naples, Florida. On its latest Form ADV, filed January 5, 2026, it reports $42M in regulatory assets under management, 56 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 329001 |
| Office | 999 Vanderbilt Beach Road Suite 200 Naples, FL 34108 |
| Phone | (239) 422-5466 |
| Website | www.delgadopwm.com |
| Regulatory assets under management | $42M |
| Individual clients | 41 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Naples
- Ciccarelli Advisory Services Inc $1.6B
- 3EDGE Asset Management, LP $2.0B
- Pento Portfolio Strategies, LLC $237M
- The High Net Worth Advisory Group, LLC $862M
- Andrew Hill Investment Advisors, Inc. $231M
- Lodestar Advisory Group, LLC $93M
See all 36 fee-only advisers in Naples →
Nearby
- Bonita Springs 4 firms
- Estero 2 firms
- Fort Myers 9 firms
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