Advisor at Rossby Financial, 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
Rossby Financial, LLC
Location
Phippsburg, ME
Credentials
Series 66
Industry experience
7 years
Fixed fees for financial planning and consulting services range from $200 to $50,000 based on scope and complexity.
Some IARs act as registered representatives providing commission-based securities brokerage and insurance products commissions; these fees are separate from advisory fees.
Hourly financial planning and consulting fees range from $100 to $1,000 per hour depending on scope and complexity.
Fee-only: Hourly fees range from $100 to $1,000 per hour; Fixed fees range from $200 to $50,000; Ongoing planning fees negotiated individually.
Rossby Financial, LLC
2024 - Present (2 years)
Cambridge Investment Research Advisors, Inc.
2022 - 2024 (2 years)
Cambridge Investment Research, Inc.
2022 - 2024 (2 years)
Reexamine Wealth LLC
2021 - Present (5 years)
Ameriprise
2016 - 2021 (5 years)
Balanced Tax & Business Solutions, LLC
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Topsham, ME
Edward Jones
Series 66
Brunswick, ME
Edward Jones
Series 66
South Bristol, ME
Merrill
Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.
Series 63, Series 66
Bath, ME
Edward Jones
Series 66
Brunswick, ME
Edward Jones
CFP®
Boothbay Harbor, ME
Black Harbor Financial
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