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Anthony Desantis

6 Years of Experience
Sarasota, FL
Sells Insurance

Anthony Desantis is a registered investment advisor at Maripau Wealth Management LLC, based in Sarasota, FL, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,064 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,064 clients
Average Client Portfolio
$342K average
Assets Under Management
$363.8M

Fee Structure

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

Annual asset-based fees typically range between 1.00% and 2.00% per year. Fees are negotiable and depend on account complexity, investment strategy, asset level, and financial planning scope.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sarasota, FL

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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

Anthony works as an insurance broker for The Direct Effect, selling insurance products and services since 2020. This activity takes nearly full-time.

Employment History
Current Registrations
Maripau Wealth Management LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Impact Partnership Wealth, LLC
May 2022 - June 2023 · 1 yr 1 mo
Kinetic Financial
December 2020 - April 2022 · 1 yr 4 mos
Ae Wealth Management, LLC
October 2020 - December 2020 · 2 mos
Securian Financial Services, INC.
February 2008 - March 2009 · 1 yr 1 mo
State Registrations1 state
FL
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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