AGNELLO FINANCIAL GROUP, INC.

Overview

Agnello Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 2017 and is owned by an individual principal. The firm focuses on financial planning and portfolio management for individuals, families and smaller institutions. Its business model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment activity is weighted toward publicly available pooled vehicles—primarily mutual funds—while also incorporating targeted alternative exposures. The firm identifies as an active ESG investor, indicating that environmental, social and governance considerations are integrated into its investment selection and manager screening. Agnello does not position itself as a capital allocator running proprietary private funds; instead it selects third-party managers and pooled vehicles to implement portfolios. The firm also maintains a real estate broker affiliation, which supports sourcing or advisory work around real estate allocations.

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