Charles Bolognino
Charles Bolognino is a CFP, ChFC-designated registered investment advisor at Side-By-Side Financial Planning, LLC, based in Plymouth, MN, with 12 years of industry experience. Charles 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, Gen X, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Side-By-Side Financial Planning offers a subscription-based "Financial Planning Membership" service that provides ongoing support, regular check-ins, and annual financial plan updates.
- Initial Plan Development — $1,250 to $3,450 depending on the complexity of your situation
- Ongoing Monthly Fee — $145 to $400 per month, billed in advance, with a preferred initial commitment of six months
- Hourly Project Planning — $260 per hour, typically totaling between $1,300 and $5,460 or more depending on the scope of your needs, with a deposit required upfront
- Educational Workshops — Speaking engagements and seminars ranging from $450 to $1,250
Contact
Charles Bolognino
Location
3235 Fernbrook Lane, Plymouth, MN, 55447
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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 →Employment History
Current Registrations
Side-By-Side Financial Planning, LLC
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.
Exams
Additional Information
Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.
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