Iacangelo Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Iacangelo Financial Group, LLC provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement, advising on cash flow, tax, estate and retirement planning. The firm also refers clients to third‑party money managers and offers ongoing liaison services for accounts managed by sub‑advisors.
Investment programs are implemented on a discretionary basis, with sub‑advisors maintaining the investment models and executing trades while the firm retains overall client oversight and periodic account reviews. The firm uses a mix of fundamental, technical and cyclical analysis through its chosen managers and delivers one‑time, fixed‑fee financial plans and additional planning services such as college‑planning assessments.
Noteworthy for a solo independent adviser, the managing member is a licensed insurance agent who spends a substantial portion of time on that practice and may offer commissionable insurance products; the brochure discloses this activity as a potential conflict of interest and describes disclosures and fiduciary procedures to mitigate it. The firm also receives referral fees from third‑party money managers and compensates sub‑advisors from advisory fees, arrangements that influence how investment services are sourced and delivered relative to many peers.
Client services
Expertise
Demographic focus
Fee options
Financial Planning fees as above (flat fee basis)
1.50% annually
Commissions from insurance products sold by Managing Member (licensed insurance agent)
Fee-only: Financial Planning flat fees: Under $1,000,000 net worth - $1,500; $1,000,000 to $2,000,000 net worth - $2,400; Over $2,000,000 net worth - $3,300; College Planning - $3,500
Main office
170 Commerce Way, Suite 200
Portsmouth NH 03801
Advisors at this office
1
Most active in
New Hampshire · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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