Agnello Financial Group, Inc.

Updated today

Find your advisor

Client assets under management

$360,921,376

Clients

169

33% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$2,135,629

About

Agnello Financial Group, Inc. provides investment advisory, investment monitoring, and modular financial planning to individuals (including high-net-worth clients) and various institutional and trust entities. The firm manages approximately $378.6 million for about 169 clients and offers a non-wrap Advisor Managed Portfolios platform with custody and execution through Pershing.

The firm’s investment process emphasizes a client-driven, non-discretionary model: portfolios are constructed using risk-tolerance questionnaires, strategic asset allocation with a core-and-satellite approach, and portfolio optimization and rebalancing tools, with investments weighted toward no-load mutual funds and ETFs. Clients review and authorize transactions rather than delegating discretionary trading to the firm; this primary reliance on non-discretionary management is uncommon among comparable supported firms.

Noteworthy distinctions include a principal’s active involvement in a licensed real estate brokerage (co-ownership of a real estate company), and the firm’s advisory representatives’ dual registration with a broker‑dealer, which allows implementation of recommendations on either a fee or commission basis and can create implementation options and potential conflicts of interest. The firm also discloses a previously resolved regulatory custodial compliance matter and does not accept discretionary trading authority for client accounts.

Client services

Financial planning Portfolio management

Portfolio monitoring for individuals and/or small businesses

Expertise

Wealth management Passive / index investing Active portfolio management General tax planning

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

Commissions earned by Advisory Representatives through brokerage activities at Osaic Wealth, Inc.

Project-based

Financial planning services charged at $250/hour minimum, negotiable

Other

Account minimum: $500,000 (cash or securities), but may be waived under certain circumstances Fee-only: Fees are negotiable; advisory fees based on tiered percentage of AUM as above; Financial Planning minimum fee $250/hour (negotiable); Investment Monitoring quarterly fixed fee (negotiable)

Main office location

Agnello Financial Group, Inc.

712 North Olive Avenue

West Palm Beach FL 33401-4015, United States

Number of offices

Most active in

Florida · Michigan · North Carolina · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 561-833-7080

Advisors at this firm

Dean R

CFP®, Series 63

West Palm Beach, FL

Agnello Financial Group, Inc.

Dean Ringdahl is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Agnello Financial Group, Inc. in West Palm Beach, FL, having previously worked at FSC Securities Corporation and Osaic Wealth, Inc. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach focused on strategic asset allocation and portfolio optimization, using no-load mutual funds and ETFs.

Wealth management Passive / index investing Active portfolio management General tax planning

Michael A

CFP®, Series 63

West Palm Beach, FL

Agnello Financial Group, Inc.

Michael Agnello is a CFP® with 34 years of industry experience, currently serving as President of Agnello Financial Group, Inc. He previously worked at FSC Securities Corporation for 30 years before joining Osaic Wealth, Inc. in 2023. Agnello is also active in nonprofit leadership as the 1st Vice President and Board Member of The Beach Club in Palm Beach. Agnello Financial Group, Inc. provides investment advisory, monitoring, and modular financial planning services to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a client-driven, non-discretionary investment approach emphasizing strategic asset allocation with core-and-satellite portfolios, primarily using no-load mutual funds and ETFs.

Wealth management Passive / index investing Active portfolio management General tax planning

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support