B
Bonanni, Frank
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
0
Very LowAverage account size
—
About
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 offered as comprehensive, modular, or limited‑scope engagements and include data gathering, written plans, implementation assistance, and periodic reviews over an initial planning period.
The firm structures planning engagements as a collaborative process with documented goals, analysis, and monitoring, and delivers written financial plans with implementation guidance. For portfolio recommendations it relies on Modern Portfolio Theory‑based asset allocation and disciplined rebalancing, tailoring parameters such as tax efficiency and concentrated stock positions to each client’s circumstances.
Notable for a firm in this category, it does not manage or custody client assets and does not charge percentage‑of‑assets (AUM) fees; instead it relies on flat and hourly planning fees and negotiable project arrangements. The firm also offers consulting services specifically to other registered investment advisers and maintains documented business continuity and encrypted data‑backup procedures for client materials.
Client services
Financial planning
Consulting services
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Fee options
Flat fees range from $3,500 to $7,500 for typical financial plans.
Standard hourly rate is $400; may be discounted for certain clients.
Ongoing planning offered at $3,000 per year including formal reviews and up to 15 hours of professional time.
Fee-only: Flat fees range from $3,500 to $7,500 for a typical financial plan including up to 25 hours over 12 months; hourly rate $400 for additional hours or consulting; ongoing planning fee $3,000 per year for up to 15 hours.
Main office location
Bonanni, Frank
San Leandro CA, United States
Number of offices
1
Most active in
Bonanni, Frank has reported serving >5 clients in these states in the last 12 months.
California
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:
-
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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