BA
CFP
BA
CFP

Bryan Amandolare

26 Years of Experience
BrokerSells Insurance

Bryan Amandolare is a CFP-designated registered investment advisor at Financial Foundations, INC., based in Southborough, MA, with 26 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

Financial Foundations charges $250 per hour for financial planning services. The cost and scope of services will be specified in your financial planning agreement.

Hourly Rate:$250/hr
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Location

2 Park Central Drive, Suite 310, Southborough, MA, 01772

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryan is involved with Financial Foundations, selling fixed insurance and providing financial planning/consulting services. He is also a co-owner of Financial Foundation Inc., which facilitates securities, advisory, and insurance business, taking about a quarter of his time.

Employment History
Current Registrations
Financial Foundations, INC.
March 2005 - Present · 21 yrs 1 mo
Commonwealth Financial Network
May 2004 - Present · 21 yrs 11 mos
Commonwealth Financial Network
May 2004 - Present · 21 yrs 11 mos
Commonwealth Financial NetworkBroker
May 2004 - Present · 21 yrs 11 mos
Previous Registrations
Signator Investors, INC.Broker
January 2000 - May 2004 · 4 yrs 4 mos
State Registrations21 states
AKAZCACOCTFLLAMAMENCNHNJNMNYOHORPARISCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.