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- Custodian
- Interactive Brokers · Wilmington Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2019
- Office Locations
- 1
Office Locations
About Intero Financial Planning, LLC
Intero Financial Planning is a Parkton, MD fee-only fiduciary founded in 2019 by Tom Bonvissuto (CFP, ChFC, CFA), a 30-year financial services veteran. The firm provides holistic personal financial planning and education, coordinating with clients’ other professionals (banking, tax, and insurance) to align the full financial picture. Portfolios are implemented primarily with public funds and ETFs; custody includes Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 117 clients, or 117 clients per representative. That equates to $378.8K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
THOMAS VINCENT BONVISSUTO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #2656688
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,321,248 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,321,248 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Intero Financial Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.