Advisor at Argo Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Argo Wealth Advisory, LLC
Location
Mclean, VA 22102
Credentials
Series 66
Industry experience
31 years
Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. for over two decades. Argo Wealth Advisory offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, utilizing model portfolios made up of mutual funds, ETFs, individual stocks, bonds, and options, and incorporates independent managers and options strategies within its advisory model.
Based on Argo Wealth Advisory, LLC
Based on Argo Wealth Advisory, LLC
Financial planning standalone fee from $500 to $50,000 per engagement.
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
Fee-only: Standalone financial planning fees range from $500 to $50,000 per engagement, fixed fee.
1765 Greensboro Station Place, Suite 900
Mclean, VA 22102
Virginia
Argo Wealth Advisory, LLC
2025 - Present (1 year)
Raymond James & Associates
2005 - 2025 (20 years)
Raymond James & Associates
2001 - 2025 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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CFP®, Series 63
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David N. Hainsworth, C.P.A., P.C.
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