Danielle Francini
AdviceOne · Glastonbury, Connecticut
Danielle Francini is a fee-only financial advisor at AdviceOne in Glastonbury, Connecticut, who holds the CFP credential. Danielle focuses on retirement planning. AdviceOne reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | AdviceOne |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.05B across 4,781 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 6929943 |
| Exams passed | Series 65 (2018) |
| Firm size | 56 employees |
| Disclosures | None reported |
| Website | www.adviceoneretirement.com |
How Danielle's firm compares
- AdviceOne's average account is about $428,000, from its Form ADV (assets managed divided by 4,781 accounts).
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Questions about Danielle
Is Danielle Francini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danielle holds no broker registration, and AdviceOne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danielle charge for financial advice?
Danielle's firm, AdviceOne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Danielle Francini based?
Danielle Francini is based in Glastonbury, Connecticut.
What does Danielle specialize in?
Danielle's specialties include retirement planning. Danielle works with executives.
What credentials does Danielle Francini hold?
Danielle Francini holds the CFP credential.
Is Danielle Francini registered with the SEC?
Yes. Danielle Francini is registered as an investment adviser representative in CT (CRD 6929943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AdviceOne manage?
AdviceOne reports $2.05B across 4,781 accounts in assets under management.
How do I contact Danielle Francini?
Through Danielle's website, www.adviceoneretirement.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
- AdviceOne 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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