Agnello Financial Group, Inc.

Agnello Financial Group, Inc. (CRD# 141522) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $100,107,426 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $944,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Agnello Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael H. Agnello
CRD#: 2025639
712 North Olive Avenue, West Palm Beach, FL 33401
76
Wealthminder
score

Michael Agnello (CRD# 2025639) is an Investment Advisor Representative working at Agnello Financial Group, Inc. in West Palm Beach, FL and has over 24 years of experience in the finance industry. Michael Agnello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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