Robert Bonavito
Robert Bonavito is a PFS-designated registered investment advisor at Financial Planning Group INC. (the), based in Scotch Plains, NJ, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FPG provides wealth management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.50% and 2.50%, depending on the amount you invest and the type of services you need. This fee does not include brokerage commissions or other transaction fees.
Location
1812 Front Street, Scotch Plains, NJ, 07076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Financial Planning Group INC. (the)
State Registrations1 state
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