AGNELLO FINANCIAL GROUP, INC.
SEC RegisteredInvestment Strategies For A Sensible Financial Future
About the firm
Agnello Financial Group, Inc. provides financial planning, investment advisory, and insurance services. With proactive planning, objective investment strategies, and personal service, they assist clients in formulating a sensible financial plan by providing investment opportunities to help meet their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advisory, and insurance services
Who they serve
Clients seeking financial independence in order to maintain the lifestyle they desire
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 113 | $58M |
| High Net Worth Individuals | 56 | $303M |
| State/Municipal Entities | 4 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.25% |
| Next $750,000 ($250,001 to $1,000,000) | 1.00% |
| Above $1,000,000 | 0.75% |
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AGNELLO FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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