# Anthony Benante

> Anthony Benante is a fee-only financial advisor at Baron Financial Group, LLC in Morristown, New Jersey, who holds the CFA, CFP and ChFC credentials. Anthony focuses on retirement planning. Baron Financial Group, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-benante/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Baron Financial Group, LLC
- **Based in:** Morristown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Works virtually:** Yes (firm's website)
- **Languages:** Spanish
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $369.1M across 905 accounts
- **Credentials:** CFA, CFP, ChFC, FPQP, MBA
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2187861 (https://adviserinfo.sec.gov/individual/summary/2187861)
- **SEC registration:** Investment adviser representative in FL, NJ, TX
- **Exams passed:** Series 63 (2002)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://baron-financial.com

## Frequently asked questions

### Is Anthony Benante a fee-only financial advisor?

Yes. Anthony Benante is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anthony's firm.

### How does Anthony charge for financial advice?

Anthony's firm, Baron Financial Group, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Anthony charge?

According to Baron Financial Group, LLC's website, checked October 28, 2026: typically works with clients with $500,000 or more.

### Does Anthony work with clients virtually?

Yes. Baron Financial Group, LLC says on its website that it works with clients remotely.

### What languages does Anthony work in?

Besides English, Baron Financial Group, LLC offers service in Spanish, according to its website.

### Where is Anthony Benante based?

Anthony Benante is based in Morristown, New Jersey.

### What does Anthony specialize in?

Anthony's specialties include retirement planning. Anthony works with retirees and pre-retirees.

### What credentials does Anthony Benante hold?

Anthony Benante holds the CFA, CFP, ChFC, FPQP and MBA credentials.

### Is Anthony Benante registered with the SEC?

Yes. Anthony Benante is registered as an investment adviser representative in FL, NJ and TX (CRD 2187861), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Baron Financial Group, LLC manage?

Baron Financial Group, LLC reports $369.1M across 905 accounts in assets under management.

### How do I contact Anthony Benante?

Through Anthony's website, baron-financial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1554): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://baron-financial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.