Ronald J. Iannucci CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and portfolio management services primarily to individual clients, managing about $3.1 million in client assets across 53 accounts. Alongside portfolio management, the firm also offers tax preparation services and sells insurance products as a licensed insurance agent.
The lead advisor holds CFP® certification and delivers individualized advice under a fiduciary standard, with typical fee arrangements reflecting percentage-of-AUM billing used by many peers. The brochure discloses potential conflicts arising from insurance commissions and non-advisory tax work and describes mitigation through disclosure, client choice, and the firm’s fiduciary obligations.
Distinctive aspects of this solo practice include the advisor’s long-standing role as an insurance agent (licensed since 1990) and the notable portion of time devoted to tax preparation (approximately 20%), which is less common among independent advisory firms. Supervision and compliance are handled solely by the owner, who is responsible for formulating and monitoring investment advice and adhering to the firm’s compliance procedures.
Client services
Expertise
Fee options
Receives commissions for insurance sales
Main office
47 Sherman Hill Road, Suite B204
Woodbury CT 06798
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Comprehensive Financial Services · Ronald J. Iannucci Cfp
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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