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Andrew Tignanelli

Advisor at Financial Consulate

Updated today

Location

Fernandina Beach, FL

Credentials

CFP®, Series 63

Industry experience

35 years

About

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Client services

Based on Financial Consulate

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Tax, accounting & estate advisory

Expertise

Based on Financial Consulate

Wealth management Private / alternative investments Retirement income strategy Active portfolio management

Occupation focus

Based on Financial Consulate

Founder/Business Owner Executive

Fee options

Fixed

Financial Physical (financial planning) flat fee: $5,000

Percentage

$0 - $1,000,000: 1.0% $1,000,000 - $5,000,000: 0.7% $5,000,000 - $25,000,000: 0.5% $25,000,000+: 0.25%

Project-based

General & Customized Services: $200/hour; Corporate Seminars: $200/hour; Historical Cost Basis Research: up to $150/hour; Tax & Accounting services: starting at $30/hour based on complexity

Other

Account minimum: $1,000,000 Minimum fee: Minimum annualized fee of $10,000 (equivalent to $1,000,000 at standard managed rate) Fee-only: Fee-Only™ financial advisory firm; no commissions received (except pre-1996 insurance commissions donated to charity)

Location

Fernandina Beach, FL

Most active in

Florida · Maryland · Pennsylvania · Texas

Work history

Financial Consulate Inc

1984 - Present (42 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

Series 63, Series 65

Yulee, FL

Advanced Financial Strategists Inc

Active portfolio management Concentrated stock management Tax-loss harvesting
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John B

Series 63, Series 65

Fernandina Beach, FL

The Commonwealth Group LLC

John Byrne is a financial advisor with The Commonwealth Group LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously led Byrne Wealth Management, LLC for 14 years and has held roles at Pruco Securities, LLC and The Prudential Insurance Company of America. Outside of his advisory work, he is employed as a retail associate at Home Depot in Fernandina Beach, Florida. The Commonwealth Group LLC provides discretionary and non-discretionary investment advisory services to individuals, corporations, retirement plans, foundations, and endowments. The firm manages $8.6 million in assets for 21 clients and focuses on portfolio management tailored to each client, using fundamental analysis and a preference for longer-term investments.

Wealth management Passive / index investing
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Thomas B

Series 63, Series 66

Fernandina Beach, FL

TBCPA, Inc.

Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.

Equity compensation tax strategy Active portfolio management
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Robert H

Series 63

Amelia Island, FL

Hall Capital Management Company, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning
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Michael M

CFP®, PFS™

Fernandina Beach, FL

Financial Consulate

Michael McCarthy is a CFP® and PFS™ credentialed advisor at Financial Consulate with nine years of industry experience. He has been with the firm since 2008. In addition to his advisory role, he operates a consulting business focused on practice management and FinTech for other RIAs and institutional investors. Financial Consulate serves individuals, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm employs a Risk Opportunity Investing framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis, and integrates tax and accounting services into its advisory offerings.

Wealth management Private / alternative investments Retirement income strategy Active portfolio management Founder/Business Owner Executive
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Brian S

Series 63, Series 65

Yulee, FL

Ministry Partners Securities, LLC

Brian Sweeney is a financial advisor with Ministry Partners Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with several firms including BG Worldwide Securities Inc., Honey Badger Investment Securities, LLC, and Cadaret, Grant & Co., Inc. In addition to his advisory roles, Sweeney provides compliance consulting services to multiple FINRA member firms and registered investment advisors and is also an attorney offering legal services including securities representation and pro bono work. He is involved in business consulting and intellectual property development as an author and speaker. Ministry Partners Securities, LLC serves individuals, trusts, estates, churches, and faith-based organizations, incorporating clients’ religious or ethical values into financial planning and investment recommendations. The firm provides comprehensive planning and acts as a referral source to third-party asset managers while offering brokerage and insurance products through its broker-dealer activities.

Social Security optimization Charitable giving & philanthropy General retirement planning Cash flow / budgeting Founder/Business Owner Christian Faith Based
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