Anthony J Bonanno

39 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Wellington Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

318 clients

Average Client Portfolio

$458K average

Assets Under Management

$145.6M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

9000 Keystone Crossing Suite 400, Indianapolis, IN, 46240

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Anthony is affiliated with National Advisors Private Client Group (NAPCG) and owns The Wellington Group LLC. He also works as an independent insurance agent, dedicating about half of his time to providing insurance advice.