Frank Bonanni is a registered investment advisor at Bonanni, Frank, based in San Leandro, CA, with 5 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Following the initial financial plan, clients can choose ongoing planning for $3,000 per year. This includes a six-month and twelve-month formal review and up to 15 hours of professional time.
- Comprehensive financial plan — $3,500 to $7,500, includes up to 25 hours of professional time over 12 months.
- Hourly financial planning advice — $400 per hour, may be discounted in certain circumstances.
Location
San Leandro, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bonanni, Frank
Previous Registrations
Chase Investment Services CORP.
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.