# Anthony Lupo

> Anthony Lupo is a fee-only financial advisor at Tilson Financial Group in New Providence, New Jersey, who holds the CFP credential. Tilson Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-lupo/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tilson Financial Group
- **Based in:** New Providence, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $750.6M across 1,755 accounts
- **Credentials:** CFP
- **CRD:** 5857657 (https://adviserinfo.sec.gov/individual/summary/5857657)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://login.bdreporting.com/auth/tilson/signin

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Tilson Financial Group 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, Tilson Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anthony Lupo based?

Anthony Lupo is based in New Providence, New Jersey.

### What credentials does Anthony Lupo hold?

Anthony Lupo holds the CFP credential.

### Is Anthony Lupo registered with the SEC?

Yes. Anthony Lupo is registered as an investment adviser representative in NJ (CRD 5857657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tilson Financial Group manage?

Tilson Financial Group reports $750.6M across 1,755 accounts in assets under management.

### How do I contact Anthony Lupo?

Through Anthony's website, login.bdreporting.com/auth/tilson/signin.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5857657): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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