Craig Roncaioli
Craig Roncaioli is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Bradenton, FL, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
Bradenton, FL
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Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Craig is an insurance agent, acting as a selling agent to originate insurance policies for clients since 2013. This activity takes a few hours per week.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Elevage Partners, LLC
Bradway Financial, LLC
Adviceone Advisory Services, LLC
State Registrations3 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.