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Angelo Planning Group, LLC

EST. AUM
$1,500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Rochester
CRD Number
Website angeloplanninggroup.com
Client types

Overview

Angelo Planning Group is an independent investment advisory and wealth management firm based in Rochester, New York, overseeing approximately $1.5 billion in client assets as of June 2025. The firm specializes in comprehensive financial planning services, including investment management, retirement planning, estate and tax strategies, insurance solutions, and corporate retirement plan consulting. As a Registered Investment Adviser (RIA), Angelo Planning Group operates under a fiduciary standard, offering objective, client-focused advice tailored to individual and family financial goals. In 2025, the firm aligned with Commonwealth Financial Network to enhance its platform, compliance, and technology capabilities, further supporting its team of over 30 professionals dedicated to delivering personalized, long-term financial guidance.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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