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AC
CFP
AC
CFP

Anthony Calabrese

Inovo Wealth Architects
24 Years of Experience
Union, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Calabrese is a CFP-designated registered investment advisor at Inovo Wealth Architects, based in Union, NJ, with 24 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more.

Inovo Wealth Architects
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.70%
$5M+0.60%

Schedule reflects standalone investment management fees without financial planning. Combined management and planning fees are lower. Fees are generally negotiable based on investment strategy and household account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1020 Galloping Hill Rd Ste 202, Union, NJ, 07083

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2004
Final
Employment Separation After Allegations
July 2004
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is involved in several businesses, primarily Beacon Wealth Management Planning, Inc., and related DBAs, focusing on LPL business and insurance sales. He spends nearly full-time hours on these activities, including selling group health insurance, life insurance, disability insurance, long-term care insurance, and fixed annuities.

Employment History
Current Registrations
Inovo Wealth Architects
August 2026 - Present · 2 mos
LPL Financial LLC
March 2005 - Present · 21 yrs 7 mos
LPL Financial LLC
January 2005 - Present · 21 yrs 9 mos
LPL Financial LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
New England SecuritiesBroker
July 2001 - July 2004 · 3 yrs
State Registrations12 states
CACOFLGAMENCNJNYPASCVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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