Richard J Calhoun

Naples Wealth Planning

32 Years of Experience

1 DisclosureMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Naples Wealth Planning

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

358 clients

Average Client Portfolio

$995K average

Assets Under Management

$356.3M

Fee Structure

Minimum Investment:$250K

Location

1013 Centre Rd, Ste 229, Wilmington, DE, 19805

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History

Regulatory History (1)

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Customer Dispute

December 1997

Settled

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Other Business Activities

Richard is a strategic advisor for Naples Wealth Planning, dedicating about 10-20% of his time to quarterly calls and business development. He also serves as a board member and treasurer for Maxwell Football Club, spending a few hours per week on meetings, finances, and club operations.

Employment History

Current Registrations

Naples Wealth Planning

July 2024 - Present · 1 yr 7 mos

American Global Wealth Management, INC.Broker

February 2024 - October 2024 · 8 mos

Laidlaw & Company (UK) LTD.Broker

September 2019 - March 2024 · 4 yrs 6 mos

Laidlaw Wealth Management LLC

September 2019 - March 2024 · 4 yrs 6 mos

Pershing Advisor Solutions LLCBroker

June 2019 - September 2019 · 3 mos

Citigroup Global Markets INC.Broker

June 1998 - December 2007 · 9 yrs 6 mos

Legg Mason Wood Walker, IncorporatedBroker

April 1996 - June 1998 · 2 yrs 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 1993 - April 1996 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.