Local Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,600⁠-⁠$10,000

“Fixed fee rates range from $1,600 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Local Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Local Wealth Advisors’ fees compare

• Its flat or project fee of $1,600-$10,000 spans the Florida median of $4,900. 65% of the 320 other Florida planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Local Wealth Advisors

• Principal: Charley Corbett
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

29

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$5,330,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336279

Website

youtube.com/@charleycorbett (opens in new tab)

Phone

(239) 422-5454

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000
• Mandarin AdvisersNaples$100⁠-⁠$250/hr, $6,695/qtr

Compare all 31 planners in Naples