A complete list of active advisors currently associated with Bonacorsi Wealth Management
Warmer can help you find a great advisor at Bonacorsi Wealth Management or one who fits your needs even better.
Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. Services described in the brochure include written financial plans, hourly consulting, a subscription planning option, and portfolio implementation across mutual funds, ETFs, equities, fixed income, REITs and structured products using multiple program platforms and third‑party managers. The firm tailors investment strategies to each client’s goals, risk tolerance and time horizon and emphasizes ongoing monitoring and periodic rebalancing, drawing on fundamental, technical and cyclical analysis and both long‑ and short‑term trading approaches. It also offers centrally managed, algorithmic model portfolios alongside advisor‑driven management and discloses that it sponsors and acts as the portfolio manager for its own wrap fee program — a role that is uncommon among independent advisers. Distinctive features highlighted in the brochure include the firm’s wrap‑fee program sponsorship and portfolio management role, the stated use of artificial intelligence for real‑time note‑taking and research support, and the availability of subscription‑based planning in addition to traditional planning and asset management. The brochure also discloses that representatives may be licensed insurance agents and sell commissionable products and that the firm uses custodial and advisory platforms (including third‑party sponsors), with associated disclosure of potential conflicts and oversight practices.
To learn more about the advisors currently working at Bonacorsi Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Amherst, NH
| 34
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)