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Anthony Robert Dastice

Advisor at PFG Advisors — Anthem, AZ

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Anthem, AZ 85086

PFG Advisors logo

PFG Advisors

Multi-team

Total advisors

83

Across 52 offices

Clients per advisor

91 High

Avg AUM per client

$421,263 Low

HNW client ratio

10% Low

About

Anthony Dastice is a financial advisor with PFG Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms, including United Planners, SECURITIES AMERICA, Inc., and LPL Financial, and has operated his own advisory business since 2000. Dastice also holds a non-variable insurance agent license. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network of approximately 104 professionals.

Client services

Based on PFG Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on PFG Advisors

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on PFG Advisors

Executive Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $100 to $5,000 for financial planning/consulting services

Percentage

$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually

Commissions

Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)

Project-based

$100 to $1,000 per hour for financial planning/consulting services

Subscriptions

Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually

Other

Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually

Location

See office

Anthem, AZ

3428 W Anthem Way

Anthem AZ 85086

Advisors at this office

1

Most active in

Arizona

Work history

32 years of industry experience

United Planners

2025 - Present • 1 year

Scottsdale, AZ

OSAIC

2024 - 2025 • 1 year

Anthem, AZ

SECURITIES AMERICA, inc.

2017 - 2024 • 7 years

Phoenix, AZ

PFG Advisors

2015 - Present • 11 years

Phoenix, AZ

Copper State Credit Union

2009 - Present • 17 years

Phoenix, AZ

LPL Financial, llc

2009 - 2017 • 8 years

Phoenix, AZ

Anthony D'Astice

2000 - Present • 26 years

Phoenix, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ronald L

Series 65

Cave Creek, AZ

Atlas Wealth Management, LLC

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
user avatar

Noel E

Series 65

Carefree, AZ

EP Wealth Management LLC

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Annuities
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William L

Series 65

Cave Creek, AZ

Mount Financial Freedom

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Cash flow / budgeting Debt management Income planning Retirement withdrawal strategies Tax strategies for small businesses Founder/Business Owner Retired Approaching retirement
user avatar

Gregg T

Series 65

Scottsdale, AZ

Big Cedar Investment Advisors

Gregg Tushaus is the sole advisor at Big Cedar Investment Advisors in Scottsdale, AZ. He holds a Series 65 designation and has 10 years of industry experience. In addition to his advisory role, he serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology services company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit entities. The firm manages approximately $92.2 million in discretionary assets and employs a strategy combining fundamental and technical analysis within a modern portfolio theory framework.

College savings (529s, UTMA, etc.) Options & derivatives strategies Private / alternative investments
user avatar

Jacob P

Series 65

Phoenix, AZ

Lilliano Capital Management LLC

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Anthony I

Series 63, Series 65

Carefree, AZ

Du Lac Investment Group, LLC

Anthony Iarocci Jr. is the principal of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting other investment managers.

Wealth management Retirement income strategy Annuities
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