Charley Corbett, MS, CFP®
Local Wealth Advisors
Annual fee range: Ongoing Wealth Management $12,000+/year | One-Time Planning Engagements $4,000+
I believe financial planning should help people build the confidence, resilience, and adaptability to experience a life well lived.
That's why I founded Local Wealth Advisors, a fee-only, flat-fee fiduciary firm dedicated to comprehensive financial planning and wealth management. I partner with professionals, business owners, and retirees to simplify complex financial decisions through thoughtful planning, disciplined investment management, proactive tax strategies, retirement income planning, healthcare planning, estate planning, and ongoing guidance.
Before founding Local Wealth Advisors, I served clients in a practice overseeing more than $2 billion in assets at one of the nation's largest financial services firms. That experience shaped my belief that great financial advice isn't about predicting markets—it's about helping people make thoughtful decisions through every stage of life.
Outside the office, I'm just as proud of the roles that don't appear on my résumé. I've been married to my high school sweetheart, Kelly, for more than 18 years. We're raising two boys, Collin and Greyson, here in Naples, Florida, where you'll usually find me coaching baseball or spending time on the water Scuba diving and fishing.
If you're looking for a long-term advisor who values relationships as much as results, I'd be honored to have a conversation.
