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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 23, 2025 and February 3, 2026, reported AUM increased 17.8%, from $930.0M to $1.1B.
Across 5 reported observations, AUM increased 66.0% between March 24, 2022 and February 3, 2026, from $660.3M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 859 clients, or 66.1 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 2 reported office locations and 43 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
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
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
SMA allocation detail is available
Financial Consulate has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Financial Consulate's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.