Alfred Romano is a PFS-designated registered investment advisor at Financial Transparency, based in Salisbury, NH, with 27 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M 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 | 2.15% |
Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.
Fee Estimator
Location
Salisbury, NH
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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
Alfred is a member of Clear Perspective Advisors, LLC, and a VP at Robert G Stinson & Associates PC, a CPA firm, dedicating a significant amount of time to the latter. He also performs trustee services.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Financial Transparency, LLC
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Trustee Empowerment & Protection, INC.
Fsc Securities CorporationBroker
State Registrations2 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.