Advisor at Thayer Partners LLC
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Firm
Thayer Partners LLC
Location
St. Augustine, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Joseph Ciliberti is a CFP® professional with 22 years of industry experience. He is currently with Thayer Partners LLC and has held prior roles at Bank of America, Merrill Lynch, TD Ameritrade, and Scottrade. Thayer Partners LLC offers customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm emphasizes a long-term investment approach using diversified portfolios primarily composed of low-cost mutual funds and ETFs and operates through a multi-office advisor network.
Based on Thayer Partners LLC
Based on Thayer Partners LLC
Fixed annual consulting fee for tax, financial and estate planning reviews (at Advisor's discretion); fixed monthly fees for business advisory services ranging from $1,250 to $6,250 per month; fixed fees for retirement plan advisory services ranging from $3,000 to $35,000
$0 - $500,000: Equivalent to $5,000 minimum annual fee (billed quarterly at $1,250) $500,000+: 0.50% to 1.50% annually based on complexity and relationship factors
Account minimum: $500,000 (minimum asset level for standard investment management fees; otherwise $5,000 annual minimum fee applies) Minimum fee: $5,000 per annum minimum advisory fee for separately managed accounts with less than $500,000 assets Fee-only: Investment advisory fees based on assets under management and fixed fees for financial planning and business advisory services
St. Augustine, FL
Florida
Thayer Partners LLC
2024 - Present (2 years)
Bank Of America, N.A.
2021 - 2024 (3 years)
Merrill Lynch, Pierce, Fenner & Smith
2021 - 2024 (3 years)
TD Ameritrade Investment Management, LLC
2018 - 2021 (3 years)
TD Ameritrade, inc.
2018 - 2021 (3 years)
Scottrade, Inc.
1999 - 2018 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
St. Augustine, FL
Palm Valley Wealth Management LLC
Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management. Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.
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