# Brandon Tacconelli

> Brandon Tacconelli is a fee-only financial advisor at Thinking Big Financial in Brooklyn, New York, who holds the CFP credential. Brandon charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/brandon-tacconelli/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Thinking Big Financial
- **Based in:** Brooklyn, New York
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $93.0M across 395 accounts
- **Credentials:** CFP
- **CRD:** 7911259 (https://adviserinfo.sec.gov/individual/summary/7911259)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://thinkingbigfinancial.com

## Frequently asked questions

### Is Brandon Tacconelli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Thinking Big Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon charges an ongoing planning fee.

### Where is Brandon Tacconelli based?

Brandon Tacconelli is based in Brooklyn, New York.

### What credentials does Brandon Tacconelli hold?

Brandon Tacconelli holds the CFP credential.

### Is Brandon Tacconelli registered with the SEC?

Yes. Brandon Tacconelli is registered as an investment adviser representative in NY and TX (CRD 7911259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thinking Big Financial manage?

Thinking Big Financial reports $93.0M across 395 accounts in assets under management.

### How do I contact Brandon Tacconelli?

Through Brandon's website, thinkingbigfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7911259): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.thinkingbigfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.