Brian Onofrio
Brian Onofrio is a registered investment advisor at Summit Planning Group, LLC, based in Branford, CT, with 37 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Clients are encouraged to renew their financial planning agreements annually to update their strategies and review their financial progress. Renewal fees range from $1,000 to $15,000 depending on the complexity of your situation.
- Comprehensive first-year financial plan — $2,000 to $25,000 depending on the complexity of your financial situation and objectives
- Hourly consulting — $150 to $250 per hour, available in rare circumstances at the client's request
Location
420 East Main Street Unit 11, Branford, CT, 06405
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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
Brian is involved in several business activities, including Summit Services LLC, Summit Funding LLC, Summit Planning Group LLC, Summit Realty Group LLC (real estate rental), Non-Variable Insurance, and Brian Onofrio CPA (tax prep/accounting). He also provides financial planning and consulting services through Summit Planning Group LLC, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Summit Planning Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Fs, INC.
Summit Asset Management, LLC
Independent Advisers Group CORP
Summit Planning Group, LLC
Osaic Fs, INC.Broker
Cigna Financial Advisors,inc.Broker
Greenwich Equities, INC.Broker
State Registrations18 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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