Anthony Franchimone
Anthony Franchimone is a registered investment advisor at Creative Planning Institutional Advisors, LLC, based in San Diego, CA, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 915 clients with $38B 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% |
Annual asset-based fees range from 0.55% to 1.50% based on account size, complexity, and services, and will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
9920 Pacific Heights Blvd, #150, San Diego, CA, 92121
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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 provides investment advisory services through RBG and Resources Investment Advisors LLC, dedicating about half of his time to these activities. He also acts as an agent/advisor with insurance companies through BackNine Insurance Services, spending minimal time on this, and is part of the financial advisor management team at DFI Management.
Employment History
Current Registrations
Creative Planning Institutional Advisors, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Triad Advisors LLCBroker
Onedigital Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Girard Securities, INC.
Girard Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.
Exams
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