Progress Wealth ManagementIndependent Financial Education

Financial advisors · Florida

Fee-only financial advisors in Naples, FL

From SEC and state Form ADV filingsUpdated 2026-11-07

36 fee-only investment advisers have offices in Naples, Florida, according to their Form ADV filings with the SEC and state regulators. 17 offer hourly or flat-fee arrangements, 18 charge only a percentage of the assets they manage, and 19 provide financial planning. 20 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 36 of 36

Lodestar Advisory Group, LLC

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 · (239) 325-5110

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$93M
Individual clients
162
Advisory staff
2
Registered with
CA, FL, NJ

Profile · Website · SEC record

Susko Wealth Advisors

4850 Tamiami Trail North Suite 301, Naples, FL 34103 · (239) 598-0093

  • Percentage of assets
  • Financial planning
Assets managed
$52M
Individual clients
125
Advisory staff
1
Registered with
FL, PA

Profile · Website · SEC record

Cambier Capital, LLC

5301 34th Avenue SE, Naples, FL 34117 · (239) 289-1218

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$165M
Individual clients
89
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Prudent Financial Planning

4850 Tamiami TRL N Suite 301, Naples, FL 34103 · (239) 230-0395

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$17M
Individual clients
79
Advisory staff
1
Registered with
CA, FL, IL +

Profile · Website · SEC record

Neptune Wealth

9130 Galleria Court Suite 150, Naples, FL 34110 · (239) 434-7434

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$36M
Individual clients
73
Advisory staff
2
Registered with
FL, PA, WI

Profile · Website · SEC record

Luma Capital

4850 Tamiami Trail North Suite 301, Naples, FL 34103 · (239) 659-2888

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$136M
Individual clients
43
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Servatus Capital

999 Vanderbilt Beach Road Suite 707, Naples, FL 34108 · (314) 750-1167

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$110M
Individual clients
29
Advisory staff
2
Registered with
SEC

Profile · SEC record

Fifth Avenue Family Office

3003 Tamiami Trail North Suite 410, Naples, FL 34103 · (239) 262-6300

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.4B
Individual clients
9
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Juth Investment Advisory

4851 Tamiami Trail N Suite 200, Naples, FL 34103 · (239) 841-9917

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
2
Registered with
FL, NJ, NY

Profile · Website · SEC record

Patrumin Investors, LLC

Airport Professional Center 3811 Airport RD. North, Suite 201A, Naples, FL 34105 · (844) 728-7864

  • Percentage of assets
Assets managed
$24M
Individual clients
49
Advisory staff
1
Registered with
FL, NJ

Profile · Website · SEC record

Emerson Partners

Naples, FL (office address not published) · (412) 877-7700

  • Percentage of assets
Assets managed
$61M
Individual clients
16
Advisory staff
1
Registered with
CA, FL

Profile · Website · SEC record

Keener Investments

Naples, FL (office address not published) · (646) 593-2455

  • Percentage of assets
Assets managed
$73M
Individual clients
15
Advisory staff
1
Registered with
FL

Profile · SEC record

Southcol Advisors

15910 Old 41 North Suite 220, Naples, FL 34110 · (239) 228-8747

  • Percentage of assets
Assets managed
$209M
Individual clients
4
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Ema Sma LLC

4850 Tamiami Trail North Suite 301, Naples, FL 34103 · (617) 259-0699

  • Percentage of assets
Assets managed
$58M
Individual clients
2
Advisory staff
2
Registered with
FL, MA

Profile · Website · SEC record

Buckeye-Pacific

4850 Tamiami Trail North Suite 303, Naples, FL 34103 · (312) 858-1670

  • Percentage of assets
Assets managed
$225M
Individual clients
Under 5
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Moola Copilot LLC

2395 Tower Drive, Naples, FL 34104 · (352) 812-4320

  • Percentage of assets
  • High-volume platform
Assets managed
Not reported
Individual clients
2,756
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

Moran Wealth Management, LLC

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 · (239) 920-4440

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$5.1B
Individual clients
1,606
Advisory staff
41
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Aviance Capital Partners LLC

2180 Immokalee Road, #301, Naples, FL 34110 · (239) 598-4747

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$1.1B
Individual clients
372
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

Not sure which Naples firm fits?

Tell us what you need. We will suggest up to three fee-only firms that fit, and with your permission introduce you. Free, no obligation.

What do you want help with?

Fee-only advisers near Naples

Another 15 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Naples?

Form ADV records how firms charge, not what they charge. Of the 36 firms listed here, 17 offer hourly or flat fees and 36 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Naples advisers selected?

Every registered investment adviser with an office in Naples that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.