George Antonak
Thrift Financial · Newtown, Pennsylvania
George Antonak is a fee-only financial advisor at Thrift Financial in Newtown, Pennsylvania. Thrift Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Thrift Financial |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $42M across 57 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1768800 |
| Exams passed | Series 63 (2015) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thriftfinancial.substack.com |
| Profile |
How George's firm compares
- Thrift Financial's average account is about $737,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about George
Is George Antonak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Thrift Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Thrift Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Antonak based?
George Antonak is based in Newtown, Pennsylvania.
Is George Antonak registered with the SEC?
Yes. George Antonak is registered as an investment adviser representative in PA (CRD 1768800), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thrift Financial manage?
Thrift Financial reports $42M across 57 accounts in assets under management.
How do I contact George Antonak?
Through George's website, thriftfinancial.substack.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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