Brett Corsello
Juno Financial Group · Richmond, Virginia
Brett Corsello is a fee-only financial advisor at Juno Financial Group in Richmond, Virginia, who holds the CFA credential. Juno Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Juno Financial Group |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $541.9M across 705 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 7418316 |
| Exams passed | Series 66 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.junofinancialgroup.com |
| Profile |
How Brett's firm compares
- Juno Financial Group's average account is about $769,000, from its Form ADV (assets managed divided by 705 accounts).
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Questions about Brett
Is Brett Corsello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Juno Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Juno Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brett Corsello based?
Brett Corsello is based in Richmond, Virginia.
What credentials does Brett Corsello hold?
Brett Corsello holds the CFA credential.
Is Brett Corsello registered with the SEC?
Yes. Brett Corsello is registered as an investment adviser representative in VA (CRD 7418316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Juno Financial Group manage?
Juno Financial Group reports $541.9M across 705 accounts in assets under management.
How do I contact Brett Corsello?
Through Brett's website, www.junofinancialgroup.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
- 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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