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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.
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Client Personas
Custodian
Investment Themes
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Platform
Services
Owner & Executives
THOMAS VINCENT BONVISSUTO
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #2656688
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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