Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CRD# 150764) is a financial advisory firm headquartered in Naples, FL. They manage $296,654,192 in 800 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $370,818
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 - 7 of 7 top financial advisors.
1
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 14 years of experience in the finance industry.

2
Erwin H. Sorensen
CRD#: 726881
Minneapolis, MN
93
Wealthminder
score

Erwin Sorensen (CRD# 726881) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Minneapolis, MN and has over 35 years of experience in the finance industry.

3
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.

4
Ryan J. Carney
CRD#: 6505864
1016 Collier Center Way, Suite 101, Naples, FL 34110
87
Wealthminder
score

Ryan Carney (CRD# 6505864) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

5
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.
6
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 24 years of experience in the finance industry.

7
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 18 years of experience in the finance industry.

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