R
Ronald J. Iannucci CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,100,000
Clients
53
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$58,491
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
Financial planning
Portfolio management
Expertise
General tax planning
Life insurance needs analysis
Fee options
Receives commissions for insurance sales
Main office location
Ronald J. Iannucci CFP
47 Sherman Hill Road, Suite B204
Woodbury CT 06798, United States
Number of offices
1
Most active in
Ronald J. Iannucci CFP has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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