Thomas Bonvissuto is a CFA, CFP, ChFC-designated registered investment advisor at Intero Financial Planning, LLC, based in Parkton, MD, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 97 clients with $32M 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 | 1.00% |
Maximum investment management fee charged by Intero is $20,000 (annually) per client. Intero charges an annual rate of 1.0% of the annuity’s cash value.
Fee Estimator
Location
Parkton, MD
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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.
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Thomas serves as a trustee for Sheppard Pratt Investment Inc. since 2016, dedicating minimal time to reviewing investments with other trustees and consultants. He acts in an independent capacity from the advisory business.
Employment History
Current Registrations
Intero Financial Planning, LLC
Previous Registrations
Financial Consulate
Wilmington Trust Investment Advisors, INC.
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.