Anthony Fiorenza
Anthony Fiorenza is a registered investment advisor at Summit Group Retirement Planners, INC., based in Exton, PA, with 36 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 247 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Group Retirement Planners charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. Alternatively, they may charge a flat annual fee for investment advisory services. The specific fee depends on the investment strategy and the size of your account. These fees may be negotiable.
Location
431 Exton Commons, Exton, PA, 19341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is involved in several business activities, including operating his LPL business, owning an insurance agency (Infinity Benefits Group, Inc.) where he offers fixed annuities, term insurance, group medical, and whole life, acting as CEO of a Registered Investment Advisor (Summit Group Retirement Planners, Inc.), and managing real estate rentals. Being CEO of Summit Group Retirement Planners takes nearly full-time hours, while the other activities take about 10-20% of his time or minimal time.
Employment History
Current Registrations
Summit Group Retirement Planners, INC.
LPL Financial LLCBroker
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Proequities, INC.Broker
Mutual Service CorporationBroker
New England SecuritiesBroker
Cb Brokerage Service, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.