Carlo Magno Santos-Ocampo
High Net Worth Advisory Group · Naples, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 | $861.7M across 1,119 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 6501705 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.highnetworthadvisorygroup.com |
How Carlo Magno's firm compares
- High Net Worth Advisory Group's average account is about $770,000, from its Form ADV (assets managed divided by 1,119 accounts).
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Questions about Carlo Magno
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- High Net Worth Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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