Agnello Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$360,921,376
Clients
169
Advisors
2
of 4 employees
About
Agnello Financial Group, Inc. provides investment advisory, investment monitoring, and modular financial planning to individuals (including high-net-worth clients) and various institutional and trust entities. The firm manages approximately $378.6 million for about 169 clients and offers a non-wrap Advisor Managed Portfolios platform with custody and execution through Pershing.
The firm’s investment process emphasizes a client-driven, non-discretionary model: portfolios are constructed using risk-tolerance questionnaires, strategic asset allocation with a core-and-satellite approach, and portfolio optimization and rebalancing tools, with investments weighted toward no-load mutual funds and ETFs. Clients review and authorize transactions rather than delegating discretionary trading to the firm; this primary reliance on non-discretionary management is uncommon among comparable supported firms.
Noteworthy distinctions include a principal’s active involvement in a licensed real estate brokerage (co-ownership of a real estate company), and the firm’s advisory representatives’ dual registration with a broker‑dealer, which allows implementation of recommendations on either a fee or commission basis and can create implementation options and potential conflicts of interest. The firm also discloses a previously resolved regulatory custodial compliance matter and does not accept discretionary trading authority for client accounts.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Commissions earned by Advisory Representatives through brokerage activities at Osaic Wealth, Inc.
Financial planning services charged at $250/hour minimum, negotiable
Account minimum: $500,000 (cash or securities), but may be waived under certain circumstances Fee-only: Fees are negotiable; advisory fees based on tiered percentage of AUM as above; Financial Planning minimum fee $250/hour (negotiable); Investment Monitoring quarterly fixed fee (negotiable)
Main office
712 North Olive Avenue
West Palm Beach FL 33401-4015
Advisors at this office
2
Most active in
Florida · Michigan · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dean R
CFP®, Series 63
West Palm Beach, FL
Agnello Financial Group, Inc.
Dean Ringdahl is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Agnello Financial Group, Inc. in West Palm Beach, FL, having previously worked at FSC Securities Corporation and Osaic Wealth, Inc. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach focused on strategic asset allocation and portfolio optimization, using no-load mutual funds and ETFs.
Michael A
CFP®, Series 63
West Palm Beach, FL
Agnello Financial Group, Inc.
Michael Agnello is a CFP® with 34 years of industry experience, currently serving as President of Agnello Financial Group, Inc. He previously worked at FSC Securities Corporation for 30 years before joining Osaic Wealth, Inc. in 2023. Agnello is also active in nonprofit leadership as the 1st Vice President and Board Member of The Beach Club in Palm Beach. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach emphasizing strategic asset allocation with core-and-satellite portfolios, primarily using no-load mutual funds and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")