Louis Costanzo
Louis Costanzo is a CFP, ChFC-designated registered investment advisor at Founders Financial Alliance, LLC, based in Wheeling, WV, with 17 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.0% of assets under management. Fees are negotiable.
Fee Estimator
Location
1320 National Rd, Wheeling, WV, 26003
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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
Louis is a CPA partner at Costnazo and Associates, dedicating about half of his time to this role. He also acts as a trust advisor and holds administrative powers for several irrevocable insurance trusts, provides investment advisory services through Founders Financial Alliance, and owns a commercial rental property.
Employment History
Current Registrations
Founders Financial Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
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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