Antonio Green
Antonio Green is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Scottsdale, AZ, with 20 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Antonio is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is related to his employment.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Compass Brokerage, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.