Victor Tassone
API Financial Advisors · Gilbert, Arizona
Victor Tassone is a fee-only financial advisor at API Financial Advisors in Gilbert, Arizona. API Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Victor →
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | API Financial Advisors |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $84.7M across 696 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6958827 |
| Exams passed | Series 66 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | apifinancialadvisors.com |
How Victor's firm compares
- API Financial Advisors's average account is about $122,000, from its Form ADV (assets managed divided by 696 accounts).
Request an introduction to Victor
Tell Victor a little about what you're looking for. Victor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Victor
Is Victor Tassone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and API Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, API Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Victor Tassone based?
Victor Tassone is based in Gilbert, Arizona.
Is Victor Tassone registered with the SEC?
Yes. Victor Tassone is registered as an investment adviser representative in AZ (CRD 6958827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does API Financial Advisors manage?
API Financial Advisors reports $84.7M across 696 accounts in assets under management.
How do I contact Victor Tassone?
Through Victor's website, apifinancialadvisors.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
- API 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.
See something wrong? Request a correction. Read our methodology.