A complete list of active advisors currently associated with Ronald J. Iannucci CFP
Warmer can help you find a great advisor at Ronald J. Iannucci CFP or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ronald J. Iannucci CFP, 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 |
|---|---|---|
Woodbury, CT
| 27
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)