Leonardo Irizarri
Leonardo Irizarri is a registered investment advisor at Csenge Advisory Group, LLC, based in New Port Richey, FL, with 6 years of industry experience. Leonardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
4821 U.S. Highway 19, Suite 2, New Port Richey, FL, 34652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Csenge Advisory Group, LLC
Previous Registrations
Wealth Transfer Advisors, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Brookstone Capital Management LLC
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
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.