# Jeffrey Annello

> Jeffrey Annello is a fee-only financial advisor at Sagebroadview Wealth Management in Farmington, Connecticut. Sagebroadview Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-annello/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sagebroadview Wealth Management
- **Based in:** Farmington, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $397.2M across 595 accounts
- **CRD:** 5839129 (https://adviserinfo.sec.gov/individual/summary/5839129)
- **SEC registration:** Investment adviser representative in CT, MA, NJ
- **Exams passed:** Series 63 (2015), Series 65 (2026)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.sagebroadview.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Sagebroadview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Sagebroadview Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Annello based?

Jeffrey Annello is based in Farmington, Connecticut.

### Is Jeffrey Annello registered with the SEC?

Yes. Jeffrey Annello is registered as an investment adviser representative in CT, MA and NJ (CRD 5839129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sagebroadview Wealth Management manage?

Sagebroadview Wealth Management reports $397.2M across 595 accounts in assets under management.

### How do I contact Jeffrey Annello?

Through Jeffrey's website, www.sagebroadview.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5839129): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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