Anthony Corsino
Anthony Corsino is a CFP, ChFC-designated registered investment advisor at Zen Financial Planning, LLC, based in York, ME, 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 Financial Planning & Coaching, Investment Management. Their firm serves 21 clients with $13M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.5M | 0.80% |
| $7.5M+ | 0.65% |
Annual fee is negotiable.
Fee Estimator
Location
1000 US Rt 1, Unit 204, Office 1, York, ME, 03909
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 an independent insurance agent since 2023, dedicating minimal time to selling insurance products. He also works as an adjunct lecturer and academic professional for multiple colleges' Financial Planning Programs, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Zen Financial Planning, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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