Anthony Colunga is a registered investment advisor at Attend Wealth, based in Atlanta, GA, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
999 Peachtree, #418, Atlanta, GA, 30309
Get directionsHistory
Regulatory History (1)
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Criminal
July 2001Final Disposition
Other Business Activities
Anthony is involved with Colunga & Co. since 2022, but spends no time on this activity. This activity is not investment related.
Employment History
Current Registrations
Attend Wealth
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Park Avenue Securities LLC
June 2023 - April 2025 · 1 yr 10 mos
Park Avenue Securities LLCBroker
June 2023 - April 2025 · 1 yr 10 mos
MML Investors Services, LLC
May 2020 - May 2023 · 3 yrs
MML Investors Services, LLCBroker
April 2020 - May 2023 · 3 yrs 1 mo
Morgan Stanley
September 2018 - September 2019 · 1 yr
Morgan StanleyBroker
August 2018 - September 2019 · 1 yr 1 mo
Bbva Securities INC.Broker
March 2015 - June 2018 · 3 yrs 3 mos
State Registrations1 state
GA
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.