Frank Bonanni is a fee-only financial planning firm that creates personalized financial plans for clients. The planning process involves gathering client data, analyzing their financial situation, developing a written plan, and assisting with implementation. Plans cover areas like cash flow, investments, retirement, education, and estate planning. Hourly financial planning advice is also available for specific needs. Frank Bonanni also provides consulting services to other registered investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Following the initial financial plan, clients can choose ongoing planning for $3,000 per year. This includes a six-month and twelve-month formal review and up to 15 hours of professional time.
- Comprehensive financial plan — $3,500 to $7,500, includes up to 25 hours of professional time over 12 months.
- Hourly financial planning advice — $400 per hour, may be discounted in certain circumstances.
Annual Retainer:$3,000/year
One-Time Plan:$3,500 - $7,500
Hourly Rate:$400/hr
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