A complete list of active advisors currently associated with Agnello Financial Group, Inc.

Warmer can help you find a great advisor at Agnello Financial Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Agnello Financial Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.