Merrill
47yrs
Top 1% by experience in Naples
12yrs
John Barnes
Financial advisor at Strategic Advisers
Based in Naples, Florida, John Barnes is a fiduciary financial advisor with 12 years of industry experience. John has been with Strategic Advisers since 2025; before that, John spent seven years at Fidelity Personal and Workplace Advisors. John holds the CFP® designation.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 65% of advisors at Strategic Advisers
OfficeNaples, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Contact John
(617) 563-7000Firm headquarters in Boston, MA. Ask for John. Naples, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Strategic Advisers at (617) 563-7000 and ask for John Barnes. John works from the Naples, FL office.
How long has John been a financial advisor?
John has been in the industry since 2015, about 12 years. More experience than 65% of advisors at Strategic Advisers.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
McDermott Investment Advisors
47yrs
Top advisor by experience at McDermott Investment Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Naples
Merrill
46yrs
Top 1% by experience in Naples
Merrill
46yrs
Top 1% by experience in Naples
Wilmington Capital Securities
46yrs
Top advisor by experience at Wilmington Capital Securities