A complete list of active advisors currently associated with Imperative Wealth Planning

Warmer can help you find a great advisor at Imperative Wealth Planning or one who fits your needs even better.

Imperative Wealth Planning provides fee-only investment management and financial planning services to individuals and high-net-worth individuals, offering both project-based and ongoing planning engagements alongside discretionary portfolio management. The firm uses a percentage-of-assets billing model and reports no account minimum; as a newly formed registered adviser in 2026 it reported $0 in assets under management as of July 2, 2026. The firm builds personalized investment policies and asset-allocation targets, employing a mix of passive and active strategies with a longer-term focus and quarterly account reviews. It routinely leverages third-party model marketplaces and platforms — including Orion Communities, Orion Portfolio Solutions, and Schwab’s Model Market Center — and may recommend or engage Outside Managers while retaining fiduciary monitoring and the ability to customize or impose client restrictions. Compared with many independent peers, the firm is not a solo practitioner and discloses being led by a principal who holds the CFP® designation, which the brochure cites as part of its governance and code-of-ethics framework. The firm also discloses an outside real-estate business (ownership of a residential property company consuming under 10% of owner time) and a policy that includes ongoing financial planning at no additional fee for clients with over $500,000 in managed assets.

To learn more about the advisors currently working at Imperative Wealth Planning, 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
Frederick Costantino Jr.	Johnson City, NY	10

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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.

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