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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborRadial
- Established Date
- 04-29-1983
- Office Locations
- 2
Office Locations
About Financial Consulate
Financial Consulate is a NAPFA-member, fee-only fiduciary firm serving pre-retirees and retirees with integrated financial and tax planning and ongoing personal financial management. Advisors are CFPs, and nearly half are CPAs, enabling tight coordination across planning decisions for clients nationwide. Investment implementation emphasizes diversified asset allocation, often using ETFs and mutual funds, with custody commonly at Schwab or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW VINCENT TIGNANELLI
Chairman, FOUNDER
- CRD
- #868434
- Ownership
- 75% or more
CHARLES B BENDER III
Chief Financial Officer
- CRD
- #5835396
- Ownership
- 5% but less than 10%
Optima zenith
Delta fusion timber
- CRD
- #67810
- Ownership
- 39.6%
Showing 2 of 4 owners & executives
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ROGER IRVIN BAIR III
Senior Advisor
- CRD
- #1681148
Madison Madeleine Bennett
Wealth Advisor
- CRD
- #7260132
Quantum delta
Focus capital
- CRD
- #54951
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,095,865,304 | $324,701 |
| Non-Discretionary | $0 | -- |
| Total | $1,095,865,304 | $324,701 |
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Separately Managed Accounts
Total SMA Asset: $1,095,865,304
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,112,595,623 | 26.3% |
| Equity - Exchange | $2,192,922,453 | 27.3% |
| U.S. Government/Agency | $698,843,419 | 8.7% |
| Cash | $2,385,706,845 | 29.7% |
| Private Funds | $642,614,639 | 8.0% |
| Total | $8,032,682,979 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER MERIDIAN CATALYST | VALUE GLACIER | EP1U0311G | GXADH | 9.16% | $112,547,004 |
| FOCUS FOUNDATION | ZENITH BRIDGE | CUR6L2295 | DCU | 8.59% | $33,278,587 |
| RIDGE RADIAL WAVE | FUSION OPTIMA | X3BHLTE1J | GOF | 9.39% | $71,524,409 |
| EMBER EMBER VECTOR | CATALYST HORIZON | T965YESXC | YLK | 2.18% | $56,713,413 |
| GLACIER BRIDGE SIGNAL | GLACIER SIGNAL | 7WQ6Q2LP7 | MNJ | 12.54% | $54,919,485 |
| FUSION ATLAS | NORTH OAK | S77NPZ3M8 | EPTG | 8.24% | $97,230,642 |
| SIGNAL VECTOR | ZENITH CAPITAL | B7JU6DOJC | YONA | 6.76% | $114,590,538 |
| SUMMIT VECTOR UNISON | TIMBER FUSION | 24J91YH2G | RSMJT | 1.08% | $66,951,279 |