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CFP

Harold Gianopulos

Focus Partners Wealth, LLC
32 Years of Experience
Naples, FL
1 Disclosure
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Harold Gianopulos is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Naples, FL, with 32 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.

Focus Partners Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1048 advisors
Number of Clients
62,466 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$181.9B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000

Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.

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Location

Naples, FL

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History

Regulatory History (1)
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Regulatory
February 2026
Final
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Other Business Activities

Harold is the manager of Hough Street Holdings, LLC, an entity formed to hold a personal real estate investment, dedicating minimal time. He also serves as chairman of the investment committee for the Barrington Area Community Foundation, spending minimal time managing donated funds and soliciting grant requests.

Employment History
Current Registrations
Focus Partners Wealth, LLC
January 2026 - Present · 9 mos
Previous Registrations
Foreside Financial Services, LLCBroker
February 2021 - March 2021 · 1 mo
Northcoast Asset Management LLC
January 2016 - March 2026 · 10 yrs 2 mos
Kovitz Investment Group Partners, LLC
January 2016 - December 2024 · 8 yrs 11 mos
Kovitz Securities, LLCBroker
April 2005 - November 2020 · 15 yrs 7 mos
Kovitz Investment Group, LLC
April 2005 - December 2015 · 10 yrs 8 mos
Harrisdirect LLCBroker
May 2002 - May 2005 · 3 yrs
Harris Investorline INC.Broker
April 2002 - May 2002 · 1 mo
Harrisdirect LLC
March 2002 - May 2005 · 3 yrs 2 mos
Long Grove Trading CO.Broker
December 1990 - April 1996 · 5 yrs 4 mos
Royal Alliance Associates, INC.Broker
November 1989 - June 1990 · 7 mos
Integrated Resources Equity CorporationBroker
April 1989 - November 1989 · 7 mos
Kurk Financial Securities, INC.Broker
October 1988 - May 1989 · 7 mos
Kavanaugh Securities, INC.Broker
November 1987 - October 1988 · 11 mos
State Registrations2 states
FLIL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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