Firm
Anthony Investment Management
Wheeling, West Virginia
Fee-only
Anthony Investment Management at a glance
- One of 12 fee-only firms based in West Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 105 individual clients, 18 of them high net worth.
- Its average account is about $328,000 (assets it manages divided by its 224 accounts).
Facts
| Based in | Wheeling, West Virginia |
|---|---|
| Phone | (304) 905-1394 |
Anthony Investment Management fees
Anthony Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $74 million |
| Individual clients | 87 |
| High-net-worth clients | 18 |
| Accounts managed | 224 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 161784 |