Agnello Financial Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Agnello Financial Group reports 173 clients. They include 113 individual clients, 56 high-net-worth individuals and 4 charitable organizations. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $379M across 465 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 15% |
| High-net-worth individuals | 32% | 80% |
| Charitable organizations | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $57.8M | 15.3% | $512K |
| High-net-worth individuals | 56 | $303M | 80.0% | $5.41M |
| Charitable organizations | 4 | $17.7M | 4.7% | $4.43M |
| Total | 173 | $379M | 100% | $2.19M |
- Clients
- 113
- Regulatory AUM
- $57.8M
- AUM share
- 15.3%
- Avg. per client
- $512K
- Clients
- 56
- Regulatory AUM
- $303M
- AUM share
- 80.0%
- Avg. per client
- $5.41M
- Clients
- 4
- Regulatory AUM
- $17.7M
- AUM share
- 4.7%
- Avg. per client
- $4.43M
Total
- Clients
- 173
- Regulatory AUM
- $379M
- AUM share
- 100%
- Avg. per client
- $2.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Agnello Financial Group charges 0.75%–1.25% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.25% |
| $250K–$1M | 1.00% |
| $1M and above | 0.75% |
Fee details and sources
Other fees
- Financial Planning Services
- Fees are negotiable, with a minimum of $250 an hour; follow-up reviews and ongoing consultations are billed at $250 an hour or as negotiated.
- Investment Monitoring Services
- A negotiable quarterly fixed fee set in the Investment Monitoring Services Agreement, based on account size and number of accounts.
Michael Agnello owns 50% to 75% of Agnello Financial Group. The leadership team of Agnello Financial Group includes President Michael Agnello. It has 4 employees, 3 of them in advisory roles.
Leadership
- Michael AgnelloPresident, Chief Compliance Officer
- Milissa AgnelloSecretary/Treasurer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Michael Henry Agnello
- Dean Gregory Ringdahl
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Agnello Financial Group, Inc.
Michael Agnello
Control person · since May 1988
- Owns 50% to 75% of Agnello Financial Group, Inc.
Milissa Agnello
Control person · since April 1991
Agnello Financial Group’s regulatory assets grew 1.7× from $217M (March 2021) to $379M (February 2026); clients were 173 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $379M | 173 | 4 | 1 |
| March 2025 | $329M | 207 | 4 | 1 |
| February 2024 | $281M | 207 | 5 | 1 |
| February 2023 | $228M | 205 | 4 | 1 |
| March 2022 | $272M | 198 | 4 | 1 |
| March 2021 | $217M | 182 | 5 | 1 |
Besides its headquarters, Agnello Financial Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 712 North Olive Avenue, West Palm BeachHQ
Contact and registration details
- Legal name
- Agnello Financial Group, Inc.
- Headquarters
- 712 North Olive Avenue, West Palm Beach, FL 33401-4015
- Website
- agnello.com
- Phone
- 561-833-7080
- @agnello-financial-group-inc
- SEC file
- 801-109967
- Founded
- 1988
- Structure
- Florida corporation
- Fiscal year end
- December
Agnello Financial Group uses Pershing ($378M) as custodian for its separately managed accounts. Agnello Financial Group has custody of $88.3M in client assets for 65 clients.
- PershingPershing LLC · Jersey City, NJ · $378M100%
At year end, Agnello Financial Group’s separately managed accounts were mostly in funds (86%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds86%
- Cash2%
How many clients does Agnello Financial Group have?
Agnello Financial Group has 173 clients and manages $379 million for them, as of February 2026. They include 113 individual clients, 56 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Agnello Financial Group offer?
Agnello Financial Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Agnello Financial Group charge?
Agnello Financial Group charges 0.75%–1.25% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Agnello Financial Group use?
Agnello Financial Group’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $378M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Agnello Financial Group have?
Agnello Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Agnello Financial Group invest in?
At the end of its last fiscal year, Agnello Financial Group’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Agnello Financial Group?
Agnello Financial Group’s direct owners are Michael Agnello (50% to 75%) and Milissa Agnello (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Agnello Financial Group get paid?
Agnello Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Agnello Financial Group registered with the SEC?
Yes, Agnello Financial Group has been registered with the SEC as an investment adviser since 13 February 2017. Its CRD number is 141522 and its SEC file number is 801-109967.
Source: Form ADV Part 1A, Item 1, filed 17 February 2026; IAPD firm record
How do I contact Agnello Financial Group?
Agnello Financial Group’s main office is at 712 North Olive Avenue, West Palm Beach, FL 33401-4015. Its phone number is 561-833-7080. Its website is agnello.com.