Firm
Pento Portfolio Strategies
Naples, Florida
Fee-only
Pento Portfolio Strategies at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 874 individual clients, 766 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 874 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Naples, Florida |
|---|---|
| Website | pentoport.com |
| [email protected] | |
| Phone | (732) 772-9500 |
Pento Portfolio Strategies fees
Pento Portfolio Strategies 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 · Subscription |
|---|---|
| Assets managed | $237 million |
| Individual clients | 108 |
| High-net-worth clients | 766 |
| Accounts managed | 874 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-121261) |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 159217 |