Anthony Diliberto
Anthony Diliberto is a CFP-designated registered investment advisor at Fiduciary Planners, based in Huntington Beach, CA, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $850K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For clients who desire Portfolio Management Services only, the fee is negotiated, not to exceed 1.5% annually of the assets under the management of Fiduciary Planners. This service would exclude all other financial planning and other services that are included with the Personal Wealth Management Agreement.
Fee Estimator
Location
Huntington Beach, CA
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Regulatory History (1)
Financial
October 2017Other Business ActivitiesSells Insurance
Anthony is an IAR, officer, and director at Noble Wealth Management, Inc., dedicating full-time hours to investment-related duties. He also owns Fixed Fiduciary Planners Insurance, selling fixed life, health, and supplemental insurance products for about 10-20% of his time, and owns Journey2Freedom, Inc. for consulting services and business expenses.
Employment History
Current Registrations
Fiduciary Planners
Previous Registrations
Foothill Securities, INC.Broker
Noble Wealth Management, INC.
Newport Advisory, INC
Newport Advisory, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Aventine Investment Services, INC.
Purshe Kaplan Sterling InvestmentsBroker
Newport Advisory, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.Broker
Rtd Financial Advisors INC
Walnut Street Securities, INC.Broker
State Registrations1 state
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.