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CFP
AC
CFP

Anthony Cisek

J. W. Cole Advisors, INC.
21 Years of Experience
Hobe Sound, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Cisek is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Hobe Sound, FL, with 21 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.

J. W. Cole Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
491 advisors
Number of Clients
31,247 clients
Average Client Portfolio
$264K average
Assets Under Management
$8.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M3.00%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.

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

Location

10762 SE Federal highway, Hobe Sound, FL, 33455

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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.
Criminal
August 1995
Final Disposition
Criminal
August 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony owns and is an agent for Cisek Capital DBA Financial Planning Associates, spending about half his time on the sale of non-variable insurance products. He also owns Cisek Art, dedicating minimal time to art creation and marketing, and works as an advisor for Oceanside Wealth Management, spending a few hours per week on marketing, design, promotion, and administration.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
December 2009 - Present · 16 yrs 10 mos
J.W. Cole Financial, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Newbridge Securities CorporationBroker
November 2009 - November 2009 · 0 mos
Summit Financial Group INC
May 2008 - November 2009 · 1 yr 6 mos
Summit Brokerage Services, INC.Broker
May 2008 - November 2009 · 1 yr 6 mos
Natcity Investments, INC.
August 2007 - January 2008 · 5 mos
Natcity Investments, INC.Broker
August 2007 - January 2008 · 5 mos
A. G. Edwards & Sons, INC.
June 2004 - February 2007 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
June 2004 - February 2007 · 2 yrs 8 mos
State Registrations23 states
ALAZCACOFLGAMAMDMIMNMONCNHNVNYPARISCTNTXVAWIWY
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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