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John Cimino

Naples Wealth Planning
20 Years of Experience
Bonita Springs, FL
2 DisclosuresMay Earn Commission
View SEC Summary
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John Cimino is a registered investment advisor at Naples Wealth Planning, based in Bonita Springs, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 226 clients with $230M in assets under management.

Naples Wealth Planning
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
226 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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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 ReportHow to Read Disclosures
Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 2 yrs 3 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
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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