Joseph Cardello
August Wealth Advisors · Westport, Connecticut
Joseph Cardello is a fee-only financial advisor at August Wealth Advisors in Westport, Connecticut. August Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | August Wealth Advisors |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $436.6M across 641 accounts |
| SEC registration | Investment adviser representative in CT, TX · CRD 2492387 |
| Exams passed | Series 65 (2019) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.augustwealthadvisors.com |
How Joseph's firm compares
- August Wealth Advisors's average account is about $681,000, from its Form ADV (assets managed divided by 641 accounts).
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Questions about Joseph
Is Joseph Cardello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and August Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, August Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Cardello based?
Joseph Cardello is based in Westport, Connecticut.
Is Joseph Cardello registered with the SEC?
Yes. Joseph Cardello is registered as an investment adviser representative in CT and TX (CRD 2492387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does August Wealth Advisors manage?
August Wealth Advisors reports $436.6M across 641 accounts in assets under management.
How do I contact Joseph Cardello?
Through Joseph's website, www.augustwealthadvisors.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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