A complete list of active advisors currently associated with Bonanni, Frank
Warmer can help you find a great advisor at Bonanni, Frank or one who fits your needs even better.
The firm provides fee-only personal financial planning and consulting to individuals, high‑net‑worth clients, corporations, charities, and other registered investment advisers. Services are delivered through a collaborative, modular planning process (typically over a 12‑month engagement) that produces a written financial plan and can include assistance with implementation and periodic reviews. The firm’s recommendations use Modern Portfolio Theory to construct asset mixes and address considerations such as tax efficiency and concentrated stock positions, but the firm does not manage client accounts or take custody of assets. Planning engagements emphasize documented goals, disciplined rebalancing guidance, and ongoing monitoring rather than discretionary portfolio management. Compared with many independent advisers, the firm does not offer portfolio management for individual clients and does not charge percentage‑of‑assets‑under‑management fees; it instead uses negotiated flat or hourly planning fees and offers an annual review option. The firm also provides consulting services to other RIAs and discloses it receives no commissions, referral incentives, or soft‑dollar benefits.
To learn more about the advisors currently working at Bonanni, Frank, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Leandro, CA
| 5
|
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