Connie Costanzo
Connie Costanzo · Brunswick, Ohio
Connie Costanzo is a fee-only financial advisor at Connie Costanzo in Brunswick, Ohio. Connie focuses on retirement planning and small business owners. Connie Costanzo reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Connie Costanzo |
|---|---|
| Based in | Brunswick, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $11.1M across 108 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7196176 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.conniecostanzo.com |
| Profile |
How Connie's firm compares
- Connie Costanzo's average account is about $102,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Connie
Is Connie Costanzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connie holds no broker registration, and Connie Costanzo reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connie charge for financial advice?
Connie's firm, Connie Costanzo, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Connie Costanzo based?
Connie Costanzo is based in Brunswick, Ohio.
What does Connie specialize in?
Connie's specialties include retirement planning and small business owners.
Is Connie Costanzo registered with the SEC?
Yes. Connie Costanzo is registered as an investment adviser representative in OH (CRD 7196176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Connie Costanzo manage?
Connie Costanzo reports $11.1M across 108 accounts in assets under management.
How do I contact Connie Costanzo?
Through Connie's website, www.conniecostanzo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Connie Costanzo website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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