John Cimino

Naples Wealth Planning

19 Years of Experience

2 DisclosuresMay Earn Commission

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Naples Wealth Planning

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

358 clients

Average Client Portfolio

$995K average

Assets Under Management

$356.3M

Fee Structure

Minimum Investment:$250K

Location

1016 Collier Center Way, Suite 201, Naples, FL, 34110

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2023

Pending

Customer Dispute

March 2009

Closed-No Action

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Naples Wealth Planning

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Imprint Wealth LLC

July 2024 - September 2024 · 2 mos

American Global Wealth Management, INC.Broker

September 2023 - November 2025 · 2 yrs 2 mos

Imprint Wealth LLC

July 2023 - June 2024 · 11 mos

Laidlaw Wealth Management LLC

April 2022 - August 2023 · 1 yr 4 mos

Laidlaw & Company (UK) LTD.Broker

March 2022 - August 2023 · 1 yr 5 mos

Wells Fargo Advisors Financial Network, LLC

May 2009 - March 2022 · 12 yrs 10 mos

Wells Fargo Advisors Financial Network, LLCBroker

April 2009 - March 2022 · 12 yrs 11 mos

Morgan Keegan & Company, INC.

August 2007 - July 2008 · 11 mos

Morgan Keegan & Company, INC.Broker

March 2007 - July 2008 · 1 yr 4 mos

Northwestern Mutual Investment Services, LLCBroker

May 2005 - January 2007 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.