Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CRD# 150764) is a financial advisory firm headquartered in Naples, FL. They manage $623,081,708 in 1,490 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    1,490
    ACCOUNTS
  • Average Account Value
    $418,176
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, MN, NY, PA, RI, TX

Financial Advisors at Capital Wealth Planning, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Mackenzie C. Rickman
CRD#: 4189721
1016 Collier Center Way, Suite 101, Naples, FL 34110
96
Wealthminder
score

Mackenzie Rickman (CRD# 4189721) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 17 years of experience in the finance industry. Mackenzie Rickman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles J. Sauer
CRD#: 5191118
1016 Collier Center Way, Suite 101, Naples, FL 34110
96
Wealthminder
score

Charles Sauer (CRD# 5191118) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 11 years of experience in the finance industry. Charles Sauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey A. Carney
CRD#: 4469411
1016 Collier Center Way, Suite 101, Naples, FL 34110
93
Wealthminder
score

Jeffrey Carney (CRD# 4469411) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 16 years of experience in the finance industry.

4
Erwin H. Sorensen
CRD#: 726881
Brooklyn Park, MN
93
Wealthminder
score

Erwin Sorensen (CRD# 726881) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Brooklyn Park, MN and has over 36 years of experience in the finance industry.

5
Joshua L. Smith
CRD#: 5133821
1016 Collier Center Way, Suite 101, Naples, FL 34110
90
Wealthminder
score

Joshua Smith (CRD# 5133821) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

6
Ryan J. Carney
CRD#: 6505864
1016 Collier Center Way, Suite 101, Naples, FL 34110
89
Wealthminder
score

Ryan Carney (CRD# 6505864) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 2 years of experience in the finance industry.

7
John G. Watkins
CRD#: 6431591
1016 Collier Center Way, Suite 1, Naples, FL 34110
83
Wealthminder
score
John Watkins (CRD# 6431591) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.
8
Kevin G. Simpson
CRD#: 2250499
1016 Collier Center Way, Suite 101, Naples, FL 34110
73
Wealthminder
score

Kevin Simpson (CRD# 2250499) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 25 years of experience in the finance industry.

9
Jeffrey L. Whitaker
CRD#: 3098004
1016 Collier Center Way, Suite 101, Naples, FL 34110
63
Wealthminder
score

Jeffrey Whitaker (CRD# 3098004) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 19 years of experience in the finance industry.

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