Joanna Antonopoulos
Joanna Antonopoulos is a registered investment advisor at Atlantic Planning Group, LLC, based in Waltham, MA, with 21 years of industry experience. Joanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning engagements range from $1,000 to $20,000, depending on the complexity of the plan or project and the services provided.
- Hourly consulting is available at $500 per hour.
Location
201 Jones Road, 5th Floor, Waltham, MA, 02451
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
Joanna operates under the DBA Atlantic Planning Group, selling New York Life products and services, and works as an insurance broker for non-registered products, spending about 10-20% of her time on this. She is also a board member of Networking Group USA, dedicating minimal time to this activity.
Employment History
Current Registrations
Atlantic Planning Group, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations23 states
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