Suzanne Antonelli
Antonelli Financial Advisors · Grosse Pointe, Michigan
Suzanne Antonelli is a fee-only financial advisor at Antonelli Financial Advisors in Grosse Pointe, Michigan, who holds the CFP credential. Suzanne charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Antonelli Financial Advisors |
|---|---|
| Based in | Grosse Pointe, Michigan |
| Fee model | Percentage of assets |
| Assets under management | $229.1M across 604 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MI, NY, TX · CRD 1635340 |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.antonelliadvisors.com |
| Profile |
How Suzanne's firm compares
- Antonelli Financial Advisors's average account is about $379,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Suzanne
Is Suzanne Antonelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne holds no broker registration, and Antonelli Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Suzanne charge for financial advice?
Suzanne charges a percentage of assets.
Where is Suzanne Antonelli based?
Suzanne Antonelli is based in Grosse Pointe, Michigan.
What does Suzanne specialize in?
Suzanne's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Suzanne Antonelli hold?
Suzanne Antonelli holds the CFP credential.
Is Suzanne Antonelli registered with the SEC?
Yes. Suzanne Antonelli is registered as an investment adviser representative in IL, MI, NY and TX (CRD 1635340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Antonelli Financial Advisors manage?
Antonelli Financial Advisors reports $229.1M across 604 accounts in assets under management.
How do I contact Suzanne Antonelli?
Through Suzanne's website, www.antonelliadvisors.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
- Antonelli Financial Advisors 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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