Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
26yrs
Mackenzie Rickman
Full name on record: Mackenzie C Rickman
Financial advisor at Naples Wealth Planning
Based in Bonita Springs, Florida, Mackenzie Rickman is a fiduciary financial advisor with 26 years of industry experience. Mackenzie has been with Naples Wealth Planning since 2025; before that, Mackenzie spent less than a year at Imprint Wealth and three years at Laidlaw Wealth Management. Mackenzie holds the CFP® designation.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$1.01 million
Advisors at the firm8
States licensed ?1 state
Services through Naples Wealth Planning
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowNaples Wealth PlanningCurrent firm
- Jul 2024 – Sep 2024Imprint Wealth LLCPreviously
- Jul 2023 – Jun 2024Imprint Wealth LLCPreviously
- 2020 – 2023Laidlaw Wealth Management LLCPreviously
- 2017 – 2020Capitalrock Financial, LLCPreviously
- 2017 – 2020Capital Wealth Planning, LLCPreviously
- 2009 – 2017Stifel, Nicolaus & Company, IncorporatedPreviously
- 2001 – 2004MerrillPreviously
Contact Mackenzie
(239) 330-4183Naples Wealth Planning main office 3301 Bonita Beach Road Suite 308Bonita Springs, FL 34103Office · Get directions Firm websitenapleswealthplanning.com
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Questions to ask Mackenzie
Tailored to Mackenzie’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mackenzie
How do I contact Mackenzie?
Call Naples Wealth Planning at (239) 330-4183 and ask for Mackenzie Rickman. Mackenzie works from the Bonita Springs, FL office.
How long has Mackenzie been a financial advisor?
Mackenzie has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Mackenzie hold?
Series 66. Tap any license on this page to see what it allows.
Is Mackenzie a fiduciary?
Mackenzie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mackenzie paid?
Naples Wealth Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Mackenzie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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