Agnello Financial Group, Inc. fees and pricing

Financial planner in West Palm Beach, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 12, 2026, Agnello Financial Group, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The minimum fee is $250.00 per hour and is negotiable.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees will be charged in arrears for each calendar quarter.”
“Fees for partial periods will be prorated.”
“The initial quarterly fee will be a prorated portion of the fee, based on the number of days in the quarterly period.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
2 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $250 minimum fee (stated in brochure)
Clients: 169
Employees: 4
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $378,642,582
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 141522
Website: Agnello.com (opens in new tab)
Phone: (561) 833-7080

Can advise clients in 4 states: Florida, Michigan, North Carolina, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.