Anthony Colancecco
Anthony Colancecco is a CFP-designated registered investment advisor at Discipline Wealth Solutions, INC., based in Greenville, SC, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,946 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
Fees are negotiable and may be lower than standard rates at the firm's discretion.
Fee Estimator
Location
15 Halton Green Way, Greenville, SC, 29607
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a member of AB Holdings LLC, involved in real estate, and the COO of Ballentine Capital Management, an insurance company, dedicating full-time hours to this role. He also hosts a community podcast and participates as a panelist for Axos Advisor Services.
Employment History
Current Registrations
Discipline Wealth Solutions, INC.
Bca Private Wealth, INC.
Previous Registrations
Triad Advisors LLCBroker
Apexium Financial LP
Efficient Advisors
State Registrations3 states
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
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