About Us
Serving Naples, Bonita Springs, and Nationwide
Local Wealth Advisors offers relationship-driven financial planning, focused on clear conversations, coordinated decisions, and ongoing guidance for individuals and families seeking a thoughtful advisory relationship.
Flat Fee, Fee Only Wealth Advisor
You Deserve a Wealth Partner Who Gets You
Serving Naples, Bonita Springs, and Nationwide
Local Wealth Advisors is a flat-fee, fee-only financial planning firm serving Naples, Bonita Springs, and clients nationwide. We work with retirees and career professionals who want a more organized, thoughtful approach to managing their financial lives. Our focus is planning first, bringing investments, retirement, taxes, estate considerations, and insurance decisions into one coordinated picture.
We believe good planning starts with listening and clear communication. Our role is to help you understand your options, weigh tradeoffs, and move forward with intention. If you are ready to talk through your financial priorities, schedule a conversation to get started.
Who We Serve
Retirees
You’ve worked hard—now it’s time to enjoy it. We provide comprehensive wealth management that helps protect, preserve, and distribute what you’ve built and helps gives you confidence for what’s ahead.
Career Professionals
As flat-fee, fee-only, independent financial advisors, we help busy professionals create clear, actionable plans to grow wealth. Whether you’re eyeing early retirement or just need a strategy, We’re your local wealth advisor for the long game.
Meet Your Local Advisor
Charley Corbett
You deserve an advisor who listens and understands the financial considerations that come with your life and career. Someone who meets you on your terms and respects how you prefer to engage.
With more than 17 years of experience working with professionals and retirees, Charley Corbett brings a steady, planning-focused approach to every conversation. He operates on a flat-fee, fee-only basis, allowing discussions to stay focused on your priorities.
Schedule a conversation with Charley to get started.
Flat-Fee, Fee-Only Financial Planning • CERTIFIED FINANCIAL PLANNER® • Planning First. People Always. • Local Advisors. Thoughtful Planning • Clear Advice Without Commissions • Planning That Brings The Pieces Together •
HOW WE HELP
A Planning Relationship Built On Understanding
Planning guided by your priorities, not products or pressure.
Listen Before Advising
We begin by understanding your priorities before discussing strategies or recommendations.
Coordinate The Full Picture
We connect financial decisions into one organized, easy-to-understand framework.
Communicate Clearly
Options are explained plainly so decisions feel informed, intentional, and manageable.
Stay Engaged
We remain available to revisit decisions and answer questions over time.
