Anthony Donnelly
Anthony Donnelly is a CFP-designated registered investment advisor at Divvi Wealth Management, based in Kansas City, MO, with 23 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 192 clients with $110M 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 - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.55% |
| $6M+ | 0.50% |
These fees are for Asset Management. Fees are negotiable. Accounts held at American Funds Service Company (AFS) are charged a maximum annual fee of 1%.
Fee Estimator
Location
220 W 18th Street, Suite 202, Kansas City, MO, 64108
Get directionsHistory
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 owns and manages rental houses through Boonslick Holdings LLC, dedicating minimal time to this activity. He is also an insurance agent since 2022, spending about 10-20% of his time on insurance sales.
Employment History
Current Registrations
Divvi Wealth Management
Previous Registrations
Edward Jones
Edward JonesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward JonesBroker
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.