Intero Financial Planning, LLC

Intero Financial Planning, LLC (CRD# 304573) is a financial advisory firm headquartered in , . They manage $24,935,083 in 204 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.interofp.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $122,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MD, PA

Financial Advisors at Intero Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Bonvissuto, financial advisor Parkton MD
Thomas V. Bonvissuto
CRD#: 2656688
Parkton, MD

Thomas Bonvissuto (CRD# 2656688) is an Investment Advisor Representative working at Intero Financial Planning, LLC in Parkton, MD and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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