Fee-only adviser · Naples, FL
Moola Copilot LLC
Moola Copilot LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Naples, Florida. On its latest Form ADV, filed March 3, 2026, it reports 2,756 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 | SEC-registered |
|---|---|
| Firm CRD number | 334132 · SEC file 801-131744 |
| Office | 2395 Tower Drive Naples, FL 34104 |
| Phone | (352) 812-4320 |
| Website | www.moo.la |
| Regulatory assets under management | Not reported |
| Individual clients | 2,756 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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
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- 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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