Charles Bolognino
Charles Bolognino is a CFP, ChFC-designated registered investment advisor at Side-By-Side Financial Planning, LLC, based in Plymouth, MN, with 11 years of industry experience. Charles 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, Gen X, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Side-By-Side Financial Planning offers a "Financial Planning Membership" subscription service that includes developing an initial financial plan and providing ongoing support. This includes "Quarterly Connect" check-ins and annual financial plan updates. The initial plan development fee ranges from $1,250 to $3,450, followed by a monthly fee ranging from $145 to $400, billed in advance. They prefer clients engage them for at least six months for this service.
Side-By-Side Financial Planning offers a "Financial Planning Project" hourly service at a rate of $260 per hour, billed in six-minute increments. The total project fee may range from less than $1,300 to $5,460 or more, depending on the scope of your needs. A deposit of $500 or one-half the estimated fee (whichever is more) is required to initiate the engagement.
Contact
Charles Bolognino
Location
3235 Fernbrook Lane, Plymouth, MN, 55447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Side-By-Side Financial Planning, LLC
State Registrations3 states
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
Additional Information
Charlie began his work in financial planning in 2008 when he founded Side-by-Side Financial Planning, LLC. Since then, he has been equipping and empowering people with the resources they need “to live a better life today and tomorrow through financial planning”.