John Cimino
Investment adviser representative at Naples Wealth Planning
17 yearsExperience
1 stateRegistered in
$226.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Naples Wealth PlanningDec 2025 to now
- American Global Wealth Management, Inc.Sep 2023 to now
- Imprint Wealth LLC dba Naples Wealth PlanningJul 2023 to now
- Laidlaw & Company (UK) LtdMar 2022 to Sep 2023
- Laidlaw Wealth ManagementMar 2022 to Jul 2023
- Wells Fargo Advisors Financial Network, LLCMar 2009 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Wealth Planning
Legal name: Naples Wealth Planning, LLC
$226.9MAssets managed
226Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4757028
- Firm CRD
- 330316