Sagebroadview Financial Planning, LLC

Sagebroadview Financial Planning, LLC (CRD# 126472) is a financial advisory firm headquartered in Farmington, CT. They manage $140,381,578 in 401 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $350,079
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
  • Selection of other advisers (including private fund managers)
  • 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.

CT, FL, MA, NJ, NY, TX

Financial Advisors at Sagebroadview Financial Planning, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sheri I. Cupo
CRD#: 4554123
Courthouse Plaza, 60 Washington Street, Suite 102, Morristown, NJ 07960
96
Wealthminder
score

Sheri Cupo (CRD# 4554123) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Morristown, NJ and has over 15 years of experience in the finance industry. Sheri Cupo 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.

2
Bruce M. Del Conte
CRD#: 4650106
6 Executive Drive, Suite 111, Farmington, CT 06032
93
Wealthminder
score

Bruce Del Conte (CRD# 4650106) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has over 6 years of experience in the finance industry.

3
Christopher J. Annello
CRD#: 5998570
6 Executive Drive, Suite 111, Farmington, CT 06032
90
Wealthminder
score

Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has over 5 years of experience in the finance industry. Christopher Annello 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.

4
Lawrence J. Annello
CRD#: 4650103
6 Executive Drive, Suite 111, Farmington, CT 06032
90
Wealthminder
score

Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has 1 year of experience in the finance industry. Lawrence Annello 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.

5
John D. Principe
CRD#: 5802007
6 Executive Drive, Suite 111, Farmington, CT 06032
90
Wealthminder
score

John Principe (CRD# 5802007) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has 1 year of experience in the finance industry. John Principe 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.

6
Robert C. Lickwar
CRD#: 4650112
6 Executive Drive, Suite 111, Farmington, CT 06032
87
Wealthminder
score

Robert Lickwar (CRD# 4650112) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has 1 year of experience in the finance industry.

7
William E. Schuch
CRD#: 4650114
6 Executive Drive, Suite 111, Farmington, CT 06032
87
Wealthminder
score

William Schuch (CRD# 4650114) is an Investment Advisor Representative working at Sagebroadview Financial Planning, LLC in Farmington, CT and has 1 year of experience in the finance industry.

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