Anthony Zaccagnino
Caldwell Investment Services · Caldwell, Texas
Anthony Zaccagnino is a fee-only financial advisor at Caldwell Investment Services in Caldwell, Texas, who holds the ChFC credential. Caldwell Investment Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Caldwell Investment Services |
|---|---|
| Based in | Caldwell, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35K across 1 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 2299103 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Anthony's firm compares
- Caldwell Investment Services's average account is about $35,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Anthony
Is Anthony Zaccagnino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Caldwell Investment Services 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, Caldwell Investment Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Zaccagnino based?
Anthony Zaccagnino is based in Caldwell, Texas.
What credentials does Anthony Zaccagnino hold?
Anthony Zaccagnino holds the ChFC credential.
Is Anthony Zaccagnino registered with the SEC?
Yes. Anthony Zaccagnino is registered as an investment adviser representative in TX (CRD 2299103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caldwell Investment Services manage?
Caldwell Investment Services reports $35K across 1 accounts in assets under management.
How do I contact Anthony Zaccagnino?
Contact details aren't on file yet. Search for Caldwell Investment Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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.
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