# Leo Tropeano

> Leo Tropeano is a fee-only financial advisor at Tilson Financial Group in Whitehouse Station, New Jersey. Tilson Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tilson Financial Group
- **Based in:** Whitehouse Station, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $750.6M across 1,755 accounts
- **CRD:** 4096062 (https://adviserinfo.sec.gov/individual/summary/4096062)
- **SEC registration:** Investment adviser representative in CT, NJ
- **Exams passed:** Series 63 (2001), Series 65 (2000)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://login.bdreporting.com/auth/tilson/signin

## Frequently asked questions

### Is Leo Tropeano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Tilson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Leo charge for financial advice?

Leo's firm, Tilson Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Leo Tropeano based?

Leo Tropeano is based in Whitehouse Station, New Jersey.

### Is Leo Tropeano registered with the SEC?

Yes. Leo Tropeano is registered as an investment adviser representative in CT and NJ (CRD 4096062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tilson Financial Group manage?

Tilson Financial Group reports $750.6M across 1,755 accounts in assets under management.

### How do I contact Leo Tropeano?

Through Leo's website, login.bdreporting.com/auth/tilson/signin.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4096062): 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

---

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