Back to top

Christopher J. Annello

Chris brings a sage perspective and Fee-Only planning to busy professionals & their families

Sagebroadview Financial Planning, LLC

Farmington

CT

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
SAGE Advisory Group, LLC 2 years, 1 month Dec 2011 - Jan 2014
Sagebroadview Financial Planning, LLC 7 years, 6 months Apr 2011 - Present
Enterprise Rent-A-Car 3 years, 11 months May 2007 - Apr 2011

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Christopher Annello

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 3, 2018
    • $90.9M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 85
      number of clients
    • $1.1M
      Estimated Average Account Balance Per Client

Sagebroadview Financial Planning, LLC

Last updated on April 7, 2017
    • $162.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 85
      number of clients
    • $1.9M
      Estimated Average Account Balance Per Client

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements