AS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M
Fee Structure
Financial Plan Fee:$500 - $25,000
Hourly Rate:$100 - $500/hr
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information
Office location
Hampden, ME
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is an insurance agent selling life, health, and annuities since 1995. He also participates in Mutual of Omaha Mortgage Lead Incentive Program, dedicating minimal time to submitting mortgage leads.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
July 2018 - Present · 7 yrs 6 mos
Mutual of Omaha Investor Services, INC. Broker
September 1996 - Present · 29 yrs 4 mos
State Registrations2 states
MENC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.