A complete list of active advisors currently associated with Antonelli Financial Advisors, LLC

Warmer can help you find a great advisor at Antonelli Financial Advisors, LLC or one who fits your needs even better.

Antonelli Financial Advisors, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, providing discretionary investment management, comprehensive financial planning, and project‑based hourly planning or retainers for limited‑scope engagements. The firm typically charges asset‑based fees for managed accounts and negotiates fixed or hourly fees for planning work. The firm’s investment process relies on a written Investment Policy Statement for each client and implements globally diversified portfolios using ETFs, mutual funds, individual equities and bonds, with strategic rebalancing and a fundamental research emphasis consistent with modern portfolio theory; socially responsible investing is offered on request. It generally requires discretionary trading authority, maintains client custody at major custodians, and follows trade aggregation/block trading practices while operating under a written Code of Ethics and a stated fiduciary standard. A notable disclosure in the firm’s regulatory history arose from a state examination that identified a late registration of the firm’s principal as an investment adviser representative; the matter resulted in cease‑and‑desist orders and civil fines that the firm paid and remedied. The firm also differs from many peers by operating with a small advisory team managing roughly $229 million in AUM and by staffing advisors with credentialed specialties (including CFP®, CDFA® and AIF® designations), supporting services such as divorce financial analysis in addition to traditional wealth management.

To learn more about the advisors currently working at Antonelli Financial Advisors, LLC, 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.