Advisor at Iacangelo Financial Group, 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.
Firm
Iacangelo Financial Group, LLC
Location
Portsmouth, NH 03801
Credentials
Series 65, Series 66
Industry experience
18 years
Gerard Iacangelo is the principal advisor at Iacangelo Financial Group, LLC, an independent firm based in Portsmouth, NH. He holds Series 65 and Series 66 licenses and has 18 years of industry experience, including prior work at Michael F. Iacangelo & Co., Inc. Since 2013, he has also been a licensed insurance agent involved in insurance sales and service. Iacangelo Financial Group provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement. The firm implements investment programs on a discretionary basis, utilizing sub-advisors for trade execution and investment modeling, while maintaining overall client oversight and offering additional planning services such as college-planning assessments.
Based on Iacangelo Financial Group, LLC
Based on Iacangelo Financial Group, LLC
Financial Planning fees as above (flat fee basis)
1.50% annually
Commissions from insurance products sold by Managing Member (licensed insurance agent)
Fee-only: Financial Planning flat fees: Under $1,000,000 net worth - $1,500; $1,000,000 to $2,000,000 net worth - $2,400; Over $2,000,000 net worth - $3,300; College Planning - $3,500
170 Commerce Way, Suite 200
Portsmouth, NH 03801
New Hampshire · New Jersey
Iacangelo Financial Group, LLC
2013 - Present (13 years)
Michael F.. Iacangelo & Co., Inc.
2009 - 2022 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 65
Porstmouth, NH
KWM Financial LLC
CFP®, Series 63
New Castle, NH
ATI Wealth Partners, LLC
CFP®, Series 63, Series 65
Eliot, ME
O'Brien Asset Management
CFP®
Portsmouth, NH
Wolf Pine Capital
At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.
Series 65
Dover, NH
RSI Advisors
Series 63, Series 65
Newington, NH
Davisson Investment, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")