Advisor at Intero Financial Planning, LLC
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Firm
Intero Financial Planning, LLC
Location
Parkton, MD
Credentials
CFP®, CFA®, ChFC®, Series 65
Industry experience
29 years
Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.
Based on Intero Financial Planning, LLC
Based on Intero Financial Planning, LLC
$7,000 flat fee for initial financial planning services; $100 per session for educational seminars
1% annually with a maximum of $20,000 annually per client
$300 per hour for ongoing financial consulting services
Parkton, MD
California · Maryland · Pennsylvania
Intero Financial Planning, LLC
2019 - Present (7 years)
Lyft Inc
2019 - 2021 (2 years)
Uber Technologies Inc
2019 - 2021 (2 years)
The Financial Consulate Inc.
2013 - 2019 (6 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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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