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Anthony Cecchini

Advisor at JMG Financial Group LTD

Updated today

Location

Fernandina Beach, FL

Credentials

CFP®, Series 65

Industry experience

26 years

About

Anthony Cecchini is a CFP® and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. since 2000. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles and sub-advisors.

Client services

Based on JMG Financial Group LTD

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on JMG Financial Group LTD

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Fixed

Financial advisory and consulting fixed fees generally range from $10,000 to $50,000 depending on scope and complexity

Percentage

$0+: 0.35% +: 1.00%

Project-based

Hourly rates range from $100 to $600 per hour for financial advisory and consulting services and tax consulting

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $20,000 for combined investment advisory and financial advisory services Fee-only: Annual advisory fee based on percentage of assets under management, negotiable, generally ranges from 0.35% to 1.00%

Location

Fernandina Beach, FL

Most active in

Florida · Illinois · Texas

Work history

JMG Financial Group, Ltd.

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

Series 63, Series 65

Yulee, FL

Advanced Financial Strategists Inc

Active portfolio management Concentrated stock management Tax-loss harvesting
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John B

Series 63, Series 65

Fernandina Beach, FL

The Commonwealth Group LLC

John Byrne is a financial advisor with The Commonwealth Group LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously led Byrne Wealth Management, LLC for 14 years and has held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is employed as a retail associate at Home Depot in Fernandina Beach, Florida. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to individuals, corporations, retirement plans, foundations, and endowments. The firm manages $8.6 million in assets for 21 clients and focuses on portfolio management tailored to each client, using fundamental analysis and a preference for longer-term investments.

Wealth management Passive / index investing
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Thomas B

Series 63, Series 66

Fernandina Beach, FL

TBCPA, Inc.

Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.

Equity compensation tax strategy Active portfolio management
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Robert H

Series 63

Amelia Island, FL

Hall Capital Management Company, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning
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Andrew T

CFP®, Series 63

Fernandina Beach, FL

Financial Consulate

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Wealth management Private / alternative investments Retirement income strategy Active portfolio management Founder/Business Owner Executive
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Michael M

CFP®, PFS™

Fernandina Beach, FL

Financial Consulate

Michael McCarthy is a CFP® and PFS™ credentialed advisor at Financial Consulate with nine years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he operates a consulting business focused on practice management and FinTech for other RIAs and institutional investors. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services into its advisory offerings.

Wealth management Private / alternative investments Retirement income strategy Active portfolio management Founder/Business Owner Executive
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