Naples Money Management LLC

Naples Money Management LLC (CRD# 153499) is a financial advisory firm headquartered in Naples, FL. They manage $121,244,169 in 279 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $434,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Naples Money Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Timothy S. Oneil
CRD#: 840014
10001 Tamiami Trail North, Naples, FL 34108
96
Wealthminder
score

Timothy Oneil (CRD# 840014) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 9 years of experience in the finance industry. Timothy Oneil 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
Marcus R. Bickle
CRD#: 6329778
10001 Tamiami Trail North, Naples, FL 34108
87
Wealthminder
score

Marcus Bickle (CRD# 6329778) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has 1 year of experience in the finance industry.

3
Dawn P. Litchfield
CRD#: 1311347
10001 Tamiami Trail North, Naples, FL 34108
73
Wealthminder
score

Dawn Litchfield (CRD# 1311347) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 31 years of experience in the finance industry.

4
Dennis D. Nelson
CRD#: 603955
10001 Tamiami Trail North, Naples, FL 34108
73
Wealthminder
score

Dennis Nelson (CRD# 603955) is an Investment Advisor Representative working at Naples Money Management LLC in Naples, FL and has over 11 years of experience in the finance industry.

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