Ianka Rando is a CFP-designated registered investment advisor at Bg Financial Planning, based in Wakefield, MA, with 24 years of industry experience. Ianka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $275 per hour, with total costs depending on the complexity of your situation, covering net worth statements, cash flow, investment review, tax planning, retirement scenarios, insurance policies, and estate planning.
- Hourly consulting and implementation help — $275 per hour for limited-scope advice or assistance with putting investment recommendations into action.
Location
382 Lowell Street, Suite 204A, Wakefield, MA, 01880
Get directionsHistory
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 →Employment History
Current Registrations
Bg Financial Planning
Previous Registrations
Crystal Capital Management Corporation
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
More Advisors
- Ryan Petti, CFPSentinel Pension Advisors, LLC.
- Paul Ryan, CFPFlagship Wealth Advisors, LLC.
- Tatyana Karayeva, CFPMML Investors Services, LLC
- Peter Jaworski, CFP, ChFCWinthrop Wealth
- Maja Stojanovic, CFPOsaic Wealth, INC.
- Matthew Cleary, CFPSentinel Pension Advisors, LLC.