Andrew Vincent Tignanelli
AT
CFP
Andrew Vincent Tignanelli
AT
CFP

Andrew Tignanelli

35 Years of Experience
Fernandina Beach, FL

Andrew Tignanelli is a CFP-designated registered investment advisor at Financial Consulate, based in Fernandina Beach, FL, with 35 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 849 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
849 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $25.0M0.50%
$25M+0.25%

Rates shown are for managed portfolios including equity. Income portfolios without equity, separately managed income accounts, and guaranteed withdrawal annuities are charged 0.50% or 0.25% of all assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Andrew Vincent Tignanelli
AT
Andrew Tignanelli

Location

Fernandina Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Consulate
January 1991 - Present · 35 yrs 9 mos
State Registrations4 states
FLMDPATX
Advisor

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
No exam information available for this advisor.
Additional Information

Drew is the President of the Financial Consulate, and the originator of theFinancial Physical®, theRetirement Financial Physical®and Triune® Planning Services. Drew is a Certified Public Accountant (CPA) and a Certified Financial Planner ™ (CFP®) practitioner, a member of theNational Association of Personal Financial Advisors(NAPFA) and a graduate ofTowson University.

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