Advisor at Mark Andrew Paganelli
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Firm
Mark Andrew Paganelli
Location
Pittsford, NY 14534
Credentials
CFP®, ChFC®, Series 63
Industry experience
43 years
Mark Paganelli is the sole advisor at Mark Andrew Paganelli, an independent firm based in Pittsford, NY. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long tenures at Hornor, Townsend & Kent, Inc., RFG Associates, LLC, and Commonwealth Financial Network. He also serves as a trustee for two family trusts. The firm provides comprehensive financial planning and consulting to individuals, pension and profit-sharing plans, and corporations, focusing on retirement planning, estate and tax considerations, cash-flow analysis, investment review, and insurance evaluation. Recommendations are based on fundamental, technical, and qualitative analysis and are delivered in writing, with implementation at the client’s discretion. The firm does not take custody of client assets or exercise discretionary management and follows the Department of Labor’s process for retirement rollover advice.
Commissions and/or fees charged by Commonwealth for implementation services, including asset management fees, commissions, 12b-1 fees, mutual fund expenses, etc.
Financial Planning fees range from $150 to $300 per hour
Fee-only: Financial Planning fees charged hourly from $150 to $300 per hour
1250 Pittsford Victor Road, Bldg. 200, Suite 280
Pittsford, NY 14534
New York · Texas
Commonwealth Financial Network
2018 - Present (8 years)
RFG Associates, LLC
2016 - Present (10 years)
Mark Andrew Paganelli, RIA
1997 - Present (29 years)
RFG Associates
1987 - 2016 (29 years)
Hornor, Townsend & Kent, Inc.
1981 - 2018 (37 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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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