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CFP
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CFP

Antonio Taddeo

Gladstone Wealth Partners
13 Years of Experience
White Plains, NY
Sells Insurance
View SEC Summary
View SEC Summary

Antonio Taddeo is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in White Plains, NY, with 13 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

Location

399 Knollwood Rd., Suite 113, White Plains, NY, 10603

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Antonio sells insurance products, dedicating a few hours per week to presenting them to clients. He is also a partner in T&J Investment Co. LLC, managing rental property and administrative duties for minimal time per month, and the President/Owner of Financial Planning Associates, dedicating full-time hours to RIA activities.

Employment History
Current Registrations
Gladstone Wealth Partners
October 2025 - Present · 1 yr
Previous Registrations
Financial Planning Associates, LLC
January 2013 - September 2026 · 13 yrs 8 mos
Lenox Advisors, INC.
August 2006 - November 2006 · 3 mos
State Registrations6 states
CTFLNHNJNYTX
Advisor

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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