Leo Tropeano
Tilson Financial Group · Whitehouse Station, New Jersey
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.
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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 | $750.6M across 1,755 accounts |
| SEC registration | Investment adviser representative in CT, NJ · CRD 4096062 |
| Exams passed | Series 63 (2001) · Series 65 (2000) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | login.bdreporting.com/auth/tilson/signin |
How Leo's firm compares
- Tilson Financial Group's average account is about $428,000, from its Form ADV (assets managed divided by 1,755 accounts).
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Questions about Leo
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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