Abbey Ciancutti
Advisor at Bollin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Bollin Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Perrysburg, OH 43551
Credentials
Series 63, Series 65
Industry experience
4 years
Abbey Ciancutti is a financial advisor at Bollin Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including DeVerna & Co Financial and Ameritas Advisory Services. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, offering investment supervisory services and comprehensive financial planning. The firm manages approximately $70.2 million in assets and employs a portfolio construction approach based on Modern Portfolio Theory, focusing on non-discretionary account supervision without market timing or specific security selection.
Based on Bollin Wealth Management, LLC
Financial planning flat fees generally range from $3,000 to $10,000 depending on scope
$0 - $250,000: 1.25% $250,001 - $500,000: 1.10% $500,000 - $1 million: 1.0% $1 million - $2 million: 0.9% $2 million - $5 million: 0.7% $5 million - $8 million: 0.5% $8 million+: 0.4%
$500 per hour for financial planning services
Retainer financial planning ongoing quarterly fees range from $1,000 to $5,000 based on net worth and/or investment portfolio size; one-time startup fees range from $2,000 to $10,000
Fee-only: Flat fees range from $3,000 to $10,000 depending on scope; hourly fees at $500/hour billed in 15-minute increments
842 W. South Boundary St.
Perrysburg, OH 43551
Ohio
DeVerna & Co Financial
2022 - Present (4 years)
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Ameritas Investment Company, LLC
2021 - Present (5 years)
DeVerna Wealth Management
2021 - 2022 (1 year)
Creative Financial Partners LLC
2020 - 2022 (2 years)
W&S Brokerage Services
2020 - 2020 (1 year)
WESTERN SOUTHERN Life
2020 - 2020 (1 year)
Community Pet Care
2020 - 2020 (1 year)
UnEMPLOYED
2019 - 2020 (1 year)
Promedica
2018 - 2019 (1 year)
I Love Kickboxing
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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