Anthony Benante is a CFA, CFP-designated registered investment advisor at Baron Financial Group LLC, based in Sarasota, FL, with 19 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 315 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on client complexity, portfolio style, and related accounts. Discounts may be offered to family members, friends, and charitable organizations.
Fee Estimator
Contact
Anthony Benante
Location
Sarasota, FL
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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 →Employment History
Current Registrations
Baron Financial Group LLC
Previous Registrations
Stonegate Wealth Management, LLC
State Registrations3 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.
Exams
Additional Information
Tony Benante CFA, CFP®, is a Wealth Manager/Partner with Baron Financial Group,helping individuals, families, and organizations simplify complex financial decisions so they can focus on what matters most.Whether it’s retirement planning, investment management, tax strategy, or estate planning, he provides guidance tailored to each client’s goals and values, helping to achieve clarity and confidence in their financial lives.Baron Financial Group is a Registered Investment Adviser, which means Tony has as a fiduciary duty to provide advice that is objective, transparent, and designed with one priority: the client’s best interest. As a Fee-Only Advisor our only compensation comes from the client.With over 30 years of financial industry experience, Tony has guided clients through market cycles and economic transitions. Since joining Baron Financial Group in 2007, he has served as partner, lead advisor, and head of the firm’s Investment Committee, where he shapes portfolio strategies and shares insights through client education, monthly updates, and Baron’s quarterly newsletter.Tony is both a CFA® charterholder and CFP® professional, credentials that reflect his commitment to investment expertise, holistic planning, and the highest ethical standards.Outside of work, Tony enjoys time with his wife and two sons, outdoor activities, boating, and supporting local sporting events in Sarasota.
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