Anthony Benante
Baron Financial Group, LLC · Morristown, New Jersey
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Languages | Spanish |
| Accepting new clients | Yes |
| Assets under management | $369.1M across 905 accounts |
| Credentials | CFA · CFP · ChFC · FPQP · MBA |
| SEC registration | Investment adviser representative in FL, NJ, TX · CRD 2187861 |
| Exams passed | Series 63 (2002) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | baron-financial.com |
How Anthony's firm compares
- Baron Financial Group, LLC's average account is about $408,000, from its Form ADV (assets managed divided by 905 accounts).
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Morristown
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Baron Financial Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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