Financial Consulate

Financial Consulate (CRD# 106898) is a financial advisory firm headquartered in Hunt Valley, MD. They manage $302,605,192 in 2,211 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    2,211
    ACCOUNTS
  • Average Account Value
    $136,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, GA, MD, NC, NJ, NY, PA, VA

Financial Advisors at Financial Consulate
Showing 1 - 7 of 7 top financial advisors.
1
Roger I. Bair
CRD#: 1681148
201 International Circle, Ste 520, Hunt Valley, MD 21030
96
Wealthminder
score

Roger Bair (CRD# 1681148) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 30 years of experience in the finance industry. Roger Bair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas V. Bonvissuto
CRD#: 2656688
201 International Circle, Ste 520, Hunt Valley, MD 21030
96
Wealthminder
score

Thomas Bonvissuto (CRD# 2656688) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 22 years of experience in the finance industry. Thomas Bonvissuto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher J. O'shea
CRD#: 1957429
201 International Circle, Ste 520, Hunt Valley, MD 21030
96
Wealthminder
score

Christopher O'shea (CRD# 1957429) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 28 years of experience in the finance industry. Christopher O'shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew V. Tignanelli
CRD#: 868434
201 International Circle, Ste 520, Hunt Valley, MD 21030
96
Wealthminder
score

Andrew Tignanelli (CRD# 868434) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 30 years of experience in the finance industry. Andrew Tignanelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charles B. Bender
CRD#: 5835396
201 International Circle, Ste 520, Hunt Valley, MD 21030
90
Wealthminder
score

Charles Bender (CRD# 5835396) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Charles Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Graham P. Ewing
CRD#: 5990266
201 International Circle, Ste 520, Hunt Valley, MD 21030
90
Wealthminder
score

Graham Ewing (CRD# 5990266) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Graham Ewing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Susan E. Slowinski
CRD#: 3166629
201 International Circle, Ste 520, Hunt Valley, MD 21030
90
Wealthminder
score

Susan Slowinski (CRD# 3166629) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has 1 year of experience in the finance industry. Susan Slowinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.