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
Intero Financial Planning, LLC
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts204ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MD, PA
Financial Advisors at Intero Financial Planning, LLC
1
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.
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