Advisor at Gianola Financial Planning, 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
Gianola Financial Planning, LLC
Location
Springfield, OH 45503
Credentials
CFP®
Industry experience
21 years
Full Retainer fixed annual fees based on income, assets, complexity, and time; Financial Jump Start fixed fee of $1,500; Special Financial Planning Projects fees range $1,000 to $2,500
Account minimum: $3,500 minimum initial fee for Full Retainer clients Minimum fee: Minimum initial fee of $3,500 for Full Retainer clients Fee-only: Fixed fees for financial planning services
Gianola Financial Planning
1995 - Present (31 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
They sell insurance products and may earn commissions on those sales.
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.
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ChFC®, Series 66
Beavercreek, OH
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