Lino DeAngelis
Alliance Wealth Management Group · Flemington, New Jersey
Lino DeAngelis is a fee-only financial advisor at Alliance Wealth Management Group in Flemington, New Jersey, who holds the CFP credential. Alliance Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
Facts
| Firm | Alliance Wealth Management Group |
|---|---|
| Based in | Flemington, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $517.4M across 1,211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5085579 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.alliancewmg.com |
How Lino's firm compares
- Alliance Wealth Management Group's average account is about $427,000, from its Form ADV (assets managed divided by 1,211 accounts).
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Questions about Lino
Is Lino DeAngelis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lino holds no broker registration, and Alliance Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lino charge for financial advice?
Lino's firm, Alliance Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lino DeAngelis based?
Lino DeAngelis is based in Flemington, New Jersey.
What credentials does Lino DeAngelis hold?
Lino DeAngelis holds the CFP credential.
Is Lino DeAngelis registered with the SEC?
Yes. Lino DeAngelis is registered as an investment adviser representative in NJ (CRD 5085579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Wealth Management Group manage?
Alliance Wealth Management Group reports $517.4M across 1,211 accounts in assets under management.
How do I contact Lino DeAngelis?
Through Lino's website, www.alliancewmg.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
- Alliance Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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