Firm
Antonelli Financial Advisors
Grosse Pointe, Michigan
Fee-only
Antonelli Financial Advisors at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 189 individual clients, 58 of them high net worth.
- Its average account is about $379,000 (assets it manages divided by its 604 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Grosse Pointe, Michigan |
|---|---|
| Website | antonelliadvisors.com |
| Phone | (313) 290-2602 |
Antonelli Financial Advisors fees
Antonelli Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $229 million |
| Individual clients | 131 |
| High-net-worth clients | 58 |
| Accounts managed | 604 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129831) |
| Financial planning | Offered |
| Form ADV filed | June 30, 2026 |
| SEC record | CRD 286452 |