Frank Fiumecaldo is a CFP-designated registered investment advisor at Aventine Financial Group, based in Doylestown, PA, with 6 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Divorce Planning, Education Planning, and 8 more. Their firm serves 133 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for Platinum Investment Advisory Services. Private Wealth Management Services, which combines financial planning and investment advisory services, charges 0.85% of assets under management.
Fee Estimator
Contact
Frank Fiumecaldo
Location
4259 West Swamp Road, Suite 302, Doylestown, PA, 18902
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Aventine Financial Group
State Registrations2 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