Brandon Tacconelli is a CFP-designated registered investment advisor at Thinking Big Financial, based in Brooklyn, NY, with 1 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 93 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Thinking Big Financial's standard annual financial planning fee includes investment management and is calculated as 1.00% of the client’s adjusted gross income plus 0.35% of the client’s net worth, subject to a minimum annual fee of $6,500 for individuals and $8,500 for couple households. This fee is negotiable.
Location
355 Court Street, 2nd Floor, Brooklyn, NY, 11231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thinking Big Financial
State Registrations2 states
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