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).
Total Assets Under Management100MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$944,410
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Agnello (CRD# 2025639) is an Investment Advisor Representative working at Agnello Financial Group, Inc. in West Palm Beach, FL and has over 25 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.