Robert Bonavito
Advisor at Financial Planning Group Inc. (The)
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 Financial Planning Group Inc. (The)
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
Scotch Plains, NJ 07076
Credentials
PFS™
Industry experience
19 years
Robert Bonavito is a financial advisor at The Financial Planning Group, Inc. in Scotch Plains, NJ, holding the PFS™ designation with 19 years of industry experience. He has been with The Financial Planning Group since 1995. The firm provides comprehensive financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Their approach includes tailored portfolio construction based on suitability assessments and combines fundamental, technical, and cyclical analysis in security selection.
Based on Financial Planning Group Inc. (The)
Based on Financial Planning Group Inc. (The)
Fixed fees for financial planning and consulting generally range from $1,500 to $10,000
0.50% to 2.50% annually depending on asset size and services
Certain supervised persons offer securities brokerage services under commission arrangements through an affiliated broker-dealer
Hourly fees range from $285 to $875 depending on scope of services and professional
Account minimum: FPG does not impose a minimum portfolio size or minimum annual fee. Certain Independent Managers may impose minimums, but FPG itself does not. Fee-only: Fee-based services including percentage of AUM, fixed fees, and hourly fees
1812 Front Street
Scotch Plains, NJ 07076
New Jersey
The Financial Planning Group
1995 - Present (31 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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