Anthony Parenti
Anthony Parenti is a registered investment advisor at Parenti Wealth Management, based in Bethlehem, PA, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Parenti Wealth Management does not directly manage client investments. Instead, they recommend third-party investment managers. If you use a third-party manager, you'll pay a fee based on the amount of your portfolio. Parenti Wealth Management receives a portion of this fee for connecting you with the manager. The total fees you pay to both Parenti Wealth Management and the third-party manager will not exceed 3% annually.
Location
Bethlehem, PA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2008Other Business ActivitiesSells Insurance
Anthony is the owner and sole proprietor of Parenti Consulting DBA Apex Accounting, Tax and Insurance Agency, offering CPA and insurance services since 1994. This takes nearly full-time hours.
Employment History
Current Registrations
Parenti Wealth Management
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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.