Laurence E. Hulbert

NAPLES WEALTH PLANNING

BONITA SPRINGS, FL 34103

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CRD#: 712122

Professional summary

Laurence Elliott Hulbert, who also goes by Laurie Hulbert, is a registered financial advisor currently at NAPLES WEALTH PLANNING located in Bonita Springs, Florida.

Laurence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Laurence has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laurie Hulbert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence Elliott Hulbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2024 - Present

NAPLES WEALTH PLANNING

Office #1: 3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

RIA

CRD#: 330316

BONITA SPRINGS, FL

Past

July 1, 2024 - September 30, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

July 14, 2023 - June 17, 2024

IMPRINT WEALTH LLC

RIA

CRD#: 322130

Naples, FL

Past

November 23, 2020 - August 4, 2023

LAIDLAW WEALTH MANAGEMENT LLC

RIA

CRD#: 150040

Naples, FL

Past

April 6, 2018 - December 31, 2020

CAPITALROCK FINANCIAL, LLC

RIA

CRD#: 281234

NAPLES, FL

Past

July 5, 2007 - April 1, 2011

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

NAPLES, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2018

Uniform Investment Adviser Law Examination

Current Firm

NAPLES WEALTH PLANNING

NAPLES WEALTH PLANNING | PRICE WEALTH MANAGEMENT | NAPLES WEALTH PLANNING, LLC

CRD#: 330316 / SEC#: 801-129895

RIA

Registered Investment Advisory firm - (4/11/2024 Approved)

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Contact information

Main Address

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103

Mailing Address

Phone number

(239) 330-4183

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (10/24/2025)

NAPLES WEALTH PLANNING, LLC - ADV 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 356,289,605

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Laurence E. Hulbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurence Elliott Hulbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAPLES WEALTH PLANNING

IMPRINT WEALTH LLC

IMPRINT WEALTH LLC

LAIDLAW WEALTH MANAGEMENT LLC

CAPITALROCK FINANCIAL, LLC

M&I INVESTMENT MANAGEMENT CORP.

Primary Firm SEC Registration

NAPLES WEALTH PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2018

Current Firm

NAPLES WEALTH PLANNING

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPLES WEALTH PLANNING

TRUST BUT VERIFY

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