Charlie Bolognino
Side-By-Side Financial Planning, LLC · Plymouth, Minnesota
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).
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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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MI, MN, TX · CRD 6356386 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sidebysidefinancial.com |
How Charlie's firm compares
- Ongoing planning starts at $1,740 a year, below the Minnesota median of $2,100 for fee-only firms that publish prices.
- A one-time plan starts at $1,250, in line with the Minnesota median of $1,200 for fee-only firms that publish prices.
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Questions about Charlie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Side-By-Side Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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