Anthony Gargano
Journey Wealth · Cleveland, Ohio
Anthony Gargano is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio. Anthony focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Anthony →
Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6025596 |
| Exams passed | Series 66 (2012) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.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 Gargano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Journey Wealth 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's firm, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anthony Gargano based?
Anthony Gargano is based in Cleveland, Ohio.
What does Anthony specialize in?
Anthony's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Anthony works with executives, retirees and ultra high net worth.
Is Anthony Gargano registered with the SEC?
Yes. Anthony Gargano is registered as an investment adviser representative in OH (CRD 6025596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Anthony Gargano?
Through Anthony's website, www.fsmwealthadvisors.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
- Journey Wealth 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.