John Napolitano
Napier Financial · Braintree, Massachusetts
John Napolitano is a fee-only financial advisor at Napier Financial in Braintree, Massachusetts, who holds the CFP and PFS credentials. John focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Napier Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $587.9M across 993 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in FL, MA · CRD 2311315 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | napierfinancial.com |
| Profile |
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Questions about John
Is John Napolitano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Napier Financial 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, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Napolitano based?
John Napolitano is based in Braintree, Massachusetts.
What does John specialize in?
John's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. John works with multi-generational families.
What credentials does John Napolitano hold?
John Napolitano holds the CFP and PFS credentials.
Is John Napolitano registered with the SEC?
Yes. John Napolitano is registered as an investment adviser representative in FL and MA (CRD 2311315), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Napier Financial manage?
Napier Financial reports $587.9M across 993 accounts in assets under management.
How do I contact John Napolitano?
Through John's website, napierfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Napier Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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