Sharon Consoli
Sharon Consoli is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Burlington, MA, with 9 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
25 Burlington Mall Road, Suite 404, Burlington, MA, 01803
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Regulatory History (1)
Employment Separation After Allegations
January 2023Other Business ActivitiesSells Insurance
Sharon is an employee of Freedom Financial LLC, a marketing entity for fixed and insurance products, dedicating about 10-20% of her time. She is also an insurance agent selling life, accident, and health insurance, and serves as the treasurer on the board of directors for the Liberty Hill Voters Association.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Transamerica Financial Advisors, INCBroker
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.