TrueAdvisor
TrueAdvisor
LH
LH

Laurence Elliott Hulbert

Naples Wealth Planning
11 Years of Experience
May Earn Commission
View SEC Summary
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

1016 Collier Center Way, Suite 201, Naples, FL, 34110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
Imprint Wealth LLC
July 2023 - June 2024 · 11 mos
Laidlaw Wealth Management LLC
November 2020 - August 2023 · 2 yrs 9 mos
Naples Wealth Planning
April 2018 - December 2020 · 2 yrs 8 mos
M&i Investment Management CORP.
July 2007 - April 2011 · 3 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.