Bonacorsi Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$73,253,850
Clients
199
8% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
199
Very HighAverage account size
$368,110
About
Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. Services described in the brochure include written financial plans, hourly consulting, a subscription planning option, and portfolio implementation across mutual funds, ETFs, equities, fixed income, REITs and structured products using multiple program platforms and third‑party managers.
The firm tailors investment strategies to each client’s goals, risk tolerance and time horizon and emphasizes ongoing monitoring and periodic rebalancing, drawing on fundamental, technical and cyclical analysis and both long‑ and short‑term trading approaches. It also offers centrally managed, algorithmic model portfolios alongside advisor‑driven management and discloses that it sponsors and acts as the portfolio manager for its own wrap fee program — a role that is uncommon among independent advisers.
Distinctive features highlighted in the brochure include the firm’s wrap‑fee program sponsorship and portfolio management role, the stated use of artificial intelligence for real‑time note‑taking and research support, and the availability of subscription‑based planning in addition to traditional planning and asset management. The brochure also discloses that representatives may be licensed insurance agents and sell commissionable products and that the firm uses custodial and advisory platforms (including third‑party sponsors), with associated disclosure of potential conflicts and oversight practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Divorce financial planning
Business succession planning
Fee options
Financial planning flat fee $1,500 to $2,500 (negotiable)
up to 1.5% annually (negotiable per client and account complexity; maximum 1.5%)
Securities sales offered for commission compensation through Investment Adviser Representatives
Hourly consulting services rate $200 (negotiable)
Subscription-based financial planning $250 to $500 per month
Account minimum: $15,000 (for Optimum Market Portfolios Program), generally $25,000 minimum for asset management (may be less as circumstances warrant) Fee-only: Financial planning fees range from $1,500 to $2,500 (negotiable); hourly consulting services $200/hour (negotiable); subscription-based planning $250 to $500 per month
Main office location
Bonacorsi Wealth Management
5 Overlook Drive #3
Amherst NH 03031, United States
Number of offices
1
Most active in
Bonacorsi Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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