Mark Angelo
Mark Angelo is a CFP-designated registered investment advisor at Mark J. Angelo Financial Services, based in Toms River, NJ, with 39 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at $125/hour or a fixed fee ranging from $100 to $10,000, depending on the scope and complexity of the services.
Location
616 Washington St., Toms River, NJ, 08753-6789
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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
Mark is involved in various business activities, including tax preparation, accounting, bookkeeping, and serving as a general partner in a family limited partnership that owns real estate and securities. He also sells insurance outside of LPL Financial and is involved in multiple real estate rental businesses, dedicating full-time hours to MAFS Capital LLC.
Employment History
Current Registrations
Mark J. Angelo Financial Services
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Express Financial Advisors INC.Broker
State Registrations27 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.