A complete list of active advisors currently associated with Bonfrisco Wealth Management LLC

Warmer can help you find a great advisor at Bonfrisco Wealth Management LLC or one who fits your needs even better.

Bonfrisco Wealth Management LLC offers ongoing portfolio management and fixed-fee financial planning to individual and high‑net‑worth clients. The firm states it charges percentage‑of‑assets‑under‑management fees (a common billing approach among its peers) but reported $0 in discretionary and non‑discretionary assets as of December 2024. The adviser combines technical analysis and modern portfolio theory with a long‑term trading approach and typically invests in mutual funds, equities, bonds, and fixed‑income instruments. Although it creates Investment Policy Statements and monitors accounts quarterly, the brochure notes BWM does not exercise trading discretion over client accounts and all account reviews are performed by the sole managing member. A distinctive aspect disclosed in the brochure is that the firm’s principal is also an attorney and owner of Bonfrisco Law Firm; the adviser may offer services or commissionable products through that legal practice, a relationship the brochure identifies as a potential conflict of interest while noting clients are not required to use those services. Other notable operational details include the firm’s use of Schwab Institutional and Mutual Trust custodians, its ability to accept client‑directed brokerage, and the small, single‑advisor structure that centralizes review and oversight.

To learn more about the advisors currently working at Bonfrisco Wealth Management LLC, 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.