Lawrence Annello
Sagebroadview Wealth Management · Farmington, Connecticut
Lawrence Annello is a fee-only financial advisor at Sagebroadview Wealth Management in Farmington, Connecticut, who holds the CFP and PFS credentials. Sagebroadview Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sagebroadview Wealth Management |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $397.2M across 595 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in CT, MA, NJ · CRD 4650103 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sagebroadview.com |
How Lawrence's firm compares
- Sagebroadview Wealth Management's average account is about $668,000, from its Form ADV (assets managed divided by 595 accounts).
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Questions about Lawrence
Is Lawrence Annello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence 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 Lawrence charge for financial advice?
Lawrence's firm, Sagebroadview Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lawrence Annello based?
Lawrence Annello is based in Farmington, Connecticut.
What credentials does Lawrence Annello hold?
Lawrence Annello holds the CFP and PFS credentials.
Is Lawrence Annello registered with the SEC?
Yes. Lawrence Annello is registered as an investment adviser representative in CT, MA and NJ (CRD 4650103), 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 Lawrence Annello?
Through Lawrence's website, www.sagebroadview.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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