Frank Bruno is a CFP-designated registered investment advisor at Alders Financial Solutions, based in Novato, CA, with 37 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan (fixed fee) — $3,500 to $30,000 depending on the complexity of your assets, number of areas analyzed, and depth of analysis required
- Pension consulting services (fixed fee) — $3,500 to $7,000 depending on the scope and complexity of services
- Hourly financial planning — $350 to $375 per hour, billed monthly as services are provided
- Hourly pension consulting — $270 per hour for ongoing consulting projects
Location
1701 Novato Blvd, Suite 304, Novato, CA, 94947
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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 Activities
Frank operates Alders Financial Solutions as a DBA for his LPL business since 2013. He is also a registered investment advisor with Alders Financial, dedicating all of his time in an administrative status.
Employment History
Current Registrations
Alders Financial Solutions
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alders Financial Solutions
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
Protected Investors of AmericaBroker
Securities America, INC.Broker
Britson Investments, INC.Broker
Herrmann Securities, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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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