Firm
CPK Wealth Management
Fort Myers, Florida
Fee-only
CPK Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 64 individual clients, 30 of them high net worth.
- Its average account is about $356,000 (assets it manages divided by its 198 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Fort Myers, Florida |
|---|---|
| Website | cpkwealth.com |
| [email protected] | |
| Phone | (239) 230-2177 |
CPK Wealth Management fees
CPK Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $70 million |
| Individual clients | 34 |
| High-net-worth clients | 30 |
| Accounts managed | 198 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-113299) |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 296913 |