Christopher Annello
SAGEbroadview Wealth Management, LLC · Farmington, Connecticut
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.
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Specialties
Who they serve
- Early-career professionals
- High earners
Facts
| Firm | SAGEbroadview Wealth Management, LLC |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $397.2M across 595 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA, NJ · CRD 5998570 |
| Exams passed | Series 65 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | sagebroadview.com |
| Profile |
How Christopher's firm compares
- SAGEbroadview Wealth Management, LLC's average account is about $668,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SAGEbroadview Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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