# Charlie Bolognino

> Charlie Bolognino is a fee-only financial advisor at Side-By-Side Financial Planning, LLC in Plymouth, Minnesota, who holds the CFP and ChFC credentials. Charlie charges an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $1,740 a year and one-time plans from $1,250).

Page: https://find.wellspent.co/advisors/charlie-bolognino/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Side-By-Side Financial Planning, LLC
- **Based in:** Plymouth, Minnesota
- **Fee model:** Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $1,740 a year; one-time plans from $1,250
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, ChFC
- **CRD:** 6356386 (https://adviserinfo.sec.gov/individual/summary/6356386)
- **SEC registration:** Investment adviser representative in MI, MN, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sidebysidefinancial.com

## Frequently asked questions

### Is Charlie Bolognino a fee-only financial advisor?

Yes. Charlie Bolognino is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charlie's firm.

### How does Charlie charge for financial advice?

Charlie charges an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Charlie charge?

According to Side-By-Side Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $1,740 a year; one-time plans from $1,250.

### Where is Charlie Bolognino based?

Charlie Bolognino is based in Plymouth, Minnesota.

### What credentials does Charlie Bolognino hold?

Charlie Bolognino holds the CFP and ChFC credentials.

### Is Charlie Bolognino registered with the SEC?

Yes. Charlie Bolognino is registered as an investment adviser representative in MI, MN and TX (CRD 6356386), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Charlie Bolognino?

Through Charlie's website, sidebysidefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/charlie-bolognino-10473): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.sidebysidefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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