# Christopher Annello

> Christopher Annello is a fee-only financial advisor at SAGEbroadview Wealth Management, LLC in Farmington, Connecticut, who holds the CFP credential. Christopher charges an ongoing planning fee and focuses on tax planning, equity compensation and small business owners.

Page: https://find.wellspent.co/advisors/christopher-annello/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** SAGEbroadview Wealth Management, LLC
- **Based in:** Farmington, Connecticut
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $397.2M across 595 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Equity compensation, Small business owners, Retirement planning, Estate & legacy planning, Student loans
- **Works with:** Early-career professionals, High earners
- **CRD:** 5998570 (https://adviserinfo.sec.gov/individual/summary/5998570)
- **SEC registration:** Investment adviser representative in CT, MA, NJ
- **Exams passed:** Series 65 (2011)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://sagebroadview.com

## Frequently asked questions

### Is Christopher Annello a fee-only financial advisor?

Yes. Christopher Annello is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher charge for financial advice?

Christopher charges an ongoing planning fee.

### Does Christopher work with clients virtually?

Yes. SAGEbroadview Wealth Management, LLC says on its website that it works with clients remotely.

### Where is Christopher Annello based?

Christopher Annello is based in Farmington, Connecticut.

### What does Christopher specialize in?

Christopher's specialties include tax planning, equity compensation, small business owners, retirement planning, estate & legacy planning and student loans. Christopher works with early-career professionals and high earners.

### What credentials does Christopher Annello hold?

Christopher Annello holds the CFP credential.

### Is Christopher Annello registered with the SEC?

Yes. Christopher Annello is registered as an investment adviser representative in CT, MA and NJ (CRD 5998570), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SAGEbroadview Wealth Management, LLC manage?

SAGEbroadview Wealth Management, LLC reports $397.2M across 595 accounts in assets under management.

### How do I contact Christopher Annello?

Through Christopher's website, sagebroadview.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/christopher-annello-10005): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://sagebroadview.com/): specialties, clients served, and fees, checked October 28, 2026

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