CRD: 329635
Advantage Wealth Partners
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2024
- Office Locations
- 1
Office Locations
About Advantage Wealth Partners
Advantage Retirement Group is a Fort Myers/Naples, FL retirement planning firm serving people in or nearing retirement. The team builds customized plans spanning income, tax-efficient and legacy planning, asset protection, and growth strategies, and manages portfolios primarily with ETFs and public funds. Founder Alfie Tounjian authored "Making Waves in Retirement" and hosts the "Saving the Investor" TV/radio show.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Dustin Meza
VP of Compliance
- CRD
- #4265066
- Ownership
- Less than 5%
ALFRED MICHAEL TOUNJIAN
Certified Financial Planner, Investment Adviser Representative, Managing Member, President
- CRD
- #3048792
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David Joshua Antonucci
Financial Advisor
- CRD
- #7267538
Stephen Timothy Cully
Associate Advisor
- CRD
- #7495479
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,467,357 | $374,428 |
| Non-Discretionary | $0 | -- |
| Total | $675,467,357 | $374,428 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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