Anthony Lupo
Tilson Financial Group · New Providence, New Jersey
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.
Request an introduction to Anthony →
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 | $750.6M across 1,755 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5857657 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | login.bdreporting.com/auth/tilson/signin |
How Anthony's firm compares
- Tilson Financial Group's average account is about $428,000, from its Form ADV (assets managed divided by 1,755 accounts).
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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Providence
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
- 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.