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Andrew Vincent Tignanelli

Advisor at Financial Consulate — Fernandina Beach, FL

Updated today

Credentials

CFP®, Series 63

Experience

35 years

Location

Fernandina Beach, FL

Financial Consulate logo

Financial Consulate

Team

Total advisors

13

Across 9 offices

Clients per advisor

65 High

Avg AUM per client

$1,288,848 Typical

HNW client ratio

39% High

About

Andrew Tignanelli is a CFP® with 35 years of industry experience, currently serving at Financial Consulate since 1984. He holds a Series 63 license and is based in Fernandina Beach, Florida. Financial Consulate serves individuals, including high-net-worth clients, corporate retirement plans, and institutional clients with comprehensive financial planning and investment management. The firm integrates tax and accounting services with its advisory offerings and emphasizes a "Risk Opportunity Investing" approach that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Client services

Based on Financial Consulate

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Tax, accounting & estate advisory

Expertise

Based on Financial Consulate

Wealth management Private / alternative investments Retirement income strategy Active portfolio management

Occupation focus

Based on Financial Consulate

Founder/Business Owner Executive

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Fee options

Fixed

Financial Physical (financial planning) flat fee: $5,000

Percentage

$0 - $1,000,000: 1.0% $1,000,000 - $5,000,000: 0.7% $5,000,000 - $25,000,000: 0.5% $25,000,000+: 0.25%

Project-based

General & Customized Services: $200/hour; Corporate Seminars: $200/hour; Historical Cost Basis Research: up to $150/hour; Tax & Accounting services: starting at $30/hour based on complexity

Other

Account minimum: $1,000,000 Minimum fee: Minimum annualized fee of $10,000 (equivalent to $1,000,000 at standard managed rate) Fee-only: Fee-Only™ financial advisory firm; no commissions received (except pre-1996 insurance commissions donated to charity)

Location

See office

Fernandina Beach, FL

Fernandina Beach FL

Advisors at this office

2

Most active in

Florida · Maryland · Pennsylvania · Texas

Work history

35 years of industry experience

Financial Consulate Inc

1984 - Present • 42 years

Hunt Valley, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bruce E

CFA®, Series 63, Series 66

Fernandina Beach, FL

Sentinel Advisory Corp

Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Thomas B

Series 63, Series 66

Fernandina Beach, FL

TBCPA, Inc.

Thomas Burdg is the principal advisor at TBCPA, Inc., an independent firm based in Fernandina Beach, Florida. He holds Series 63 and Series 66 registrations and has 21 years of experience in the financial industry. Burdg previously worked at J.W. Cole Advisors, Inc. from 2024 to 2025. He is also a certified public accountant and provides accounting and tax services through his firm. TBCPA, Inc. offers fee-based portfolio management and financial services to individual, institutional, and charitable clients. The firm integrates investment management with accounting and tax planning, using a range of analytical methods and tailoring portfolios to clients’ specific objectives and constraints.

Equity compensation tax strategy Active portfolio management
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Malea H

CFP®

Fernandina Beach, FL

Bouvel Investment Partners, LLC

Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.

Concentrated stock management Annuities Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Leigh C

Series 65

Yulee, FL

Advanced Financial Strategists Inc

Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.

Active portfolio management Concentrated stock management Tax-loss harvesting
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John H

Series 63, Series 65

Yulee, FL

Advanced Financial Strategists Inc

John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.

Active portfolio management Concentrated stock management Tax-loss harvesting
user avatar

James T

CFA®

Fernandina Beach, FL

Bulwark Capital Corporation

James Thompson is a CFA® charterholder with 20 years of industry experience. He has been with Bulwark Capital Corporation since 2005, currently serving as one of two advisors at the firm. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, alongside technical analysis and both long- and short-term strategies, tailoring portfolios to client objectives and offering personalized service to a relatively small client base.

General retirement planning
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