Tracey Anton
T. Anton Investment House · Madison, Wisconsin
Tracey Anton is a fee-only financial advisor at T. Anton Investment House in Madison, Wisconsin, who holds the CFP credential. T. Anton Investment House reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | T. Anton Investment House |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $366.6M across 891 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, FL, IL, MN, WI · CRD 2457436 |
| Exams passed | Series 63 (1994) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.tantoninvestmenthouse.com |
How Tracey's firm compares
- T. Anton Investment House's average account is about $411,000, from its Form ADV (assets managed divided by 891 accounts).
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Questions about Tracey
Is Tracey Anton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and T. Anton Investment House reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracey charge for financial advice?
Tracey's firm, T. Anton Investment House, reports charging a percentage of assets on its SEC Form ADV.
Where is Tracey Anton based?
Tracey Anton is based in Madison, Wisconsin.
What credentials does Tracey Anton hold?
Tracey Anton holds the CFP credential.
Is Tracey Anton registered with the SEC?
Yes. Tracey Anton is registered as an investment adviser representative in AZ, FL, IL, MN and WI (CRD 2457436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T. Anton Investment House manage?
T. Anton Investment House reports $366.6M across 891 accounts in assets under management.
How do I contact Tracey Anton?
Through Tracey's website, www.tantoninvestmenthouse.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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