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Jenee Peters

Naples Wealth Planning
20 Years of Experience
Tarpon Springs, FL
5 DisclosuresMay Earn Commission
View SEC Summary
View SEC Summary

Jenee Peters is a registered investment advisor at Naples Wealth Planning, based in Tarpon Springs, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 226 clients with $230M in assets under management.

Naples Wealth Planning
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
226 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Tarpon Springs, FL

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Award / Judgment
Customer Dispute
January 2013
Settled
Customer Dispute
December 2012
Denied
Customer Dispute
November 2012
Denied
Customer Dispute
March 2012
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Naples Wealth Planning
November 2025 - Present · 11 mos
Previous Registrations
Imprint Wealth LLC
June 2024 - September 2024 · 3 mos
Imprint Wealth LLC
July 2023 - June 2024 · 11 mos
Laidlaw Wealth Management LLC
December 2020 - August 2023 · 2 yrs 8 mos
Naples Wealth Planning
July 2018 - December 2020 · 2 yrs 5 mos
Platinum Wealth Partners
June 2016 - December 2017 · 1 yr 6 mos
Oppenheimer & CO. INC.
September 2010 - June 2016 · 5 yrs 9 mos
Oppenheimer & CO. INC.Broker
August 2010 - June 2016 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - August 2010 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - August 2010 · 1 yr 9 mos
Wachovia Securities, LLC
September 2004 - November 2008 · 4 yrs 2 mos
Wachovia Securities, LLCBroker
February 2004 - November 2008 · 4 yrs 9 mos
State Registrations2 states
FLOH
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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Jenee Peters - Financial Advisor | TrueAdvisor