# Carlo Magno Santos-Ocampo

> Carlo Magno Santos-Ocampo is a fee-only financial advisor at High Net Worth Advisory Group in Naples, Florida, who holds the CFP credential. Carlo Magno focuses on retirement planning. High Net Worth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carlo-magno-santos-ocampo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** High Net Worth Advisory Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $861.7M across 1,119 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 6501705 (https://adviserinfo.sec.gov/individual/summary/6501705)
- **SEC registration:** Investment adviser representative in FL, LA, TX
- **Exams passed:** Series 66 (2016)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.highnetworthadvisorygroup.com

## Frequently asked questions

### Is Carlo Magno Santos-Ocampo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlo Magno holds no broker registration, and High Net Worth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carlo Magno charge for financial advice?

Carlo Magno's firm, High Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carlo Magno Santos-Ocampo based?

Carlo Magno Santos-Ocampo is based in Naples, Florida.

### What does Carlo Magno specialize in?

Carlo Magno's specialties include retirement planning. Carlo Magno works with multi-generational families.

### What credentials does Carlo Magno Santos-Ocampo hold?

Carlo Magno Santos-Ocampo holds the CFP credential.

### Is Carlo Magno Santos-Ocampo registered with the SEC?

Yes. Carlo Magno Santos-Ocampo is registered as an investment adviser representative in FL, LA and TX (CRD 6501705), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does High Net Worth Advisory Group manage?

High Net Worth Advisory Group reports $861.7M across 1,119 accounts in assets under management.

### How do I contact Carlo Magno Santos-Ocampo?

Through Carlo Magno's website, www.highnetworthadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6501705): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://highnetworthadvisorygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.