Anthony Castaldi
Covenant Wealth Advisors · Richmond, Virginia
Anthony Castaldi is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia. Anthony charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Anthony →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6511146 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
Request an introduction to Anthony
Tell Anthony a little about what you're looking for. Anthony isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anthony
Is Anthony Castaldi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Covenant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a percentage of assets.
How much does Anthony charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Anthony work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Anthony Castaldi based?
Anthony Castaldi is based in Richmond, Virginia.
What does Anthony specialize in?
Anthony's specialties include retirement planning, tax planning and estate & legacy planning. Anthony works with retirees and pre-retirees.
Is Anthony Castaldi registered with the SEC?
Yes. Anthony Castaldi is registered as an investment adviser representative in VA (CRD 6511146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Anthony Castaldi?
Through Anthony's website, www.covenantwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Covenant Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.