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Advisor

John Ciccarone

WBH Advisory · Baltimore, Maryland

John Ciccarone is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmWBH Advisory
Based in Baltimore, Maryland
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.74B across 2,335 accounts
SEC registration Investment adviser representative in MD · CRD 2226416
Exams passedSeries 65 (1992)
Firm size16 employees
Disclosures None reported
Websitewww.wbhadvisory.com

How John's firm compares

  • WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).

What fee-only advisors charge in Maryland

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Questions about John

Is John Ciccarone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and WBH Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does John charge for financial advice?

John's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is John Ciccarone based?

John Ciccarone is based in Baltimore, Maryland.

Is John Ciccarone registered with the SEC?

Yes. John Ciccarone is registered as an investment adviser representative in MD (CRD 2226416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does WBH Advisory manage?

WBH Advisory reports $1.74B across 2,335 accounts in assets under management.

How do I contact John Ciccarone?

Through John's website, www.wbhadvisory.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Baltimore

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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