Robert Bonacorsi
Bonacorsi Wealth Management · Amherst, New Hampshire
Robert Bonacorsi is a fee-only financial advisor at Bonacorsi Wealth Management in Amherst, New Hampshire, who holds the CFP credential. Bonacorsi Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bonacorsi Wealth Management |
|---|---|
| Based in | Amherst, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $73.3M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 2201011 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mikebonacorsi.com |
How Robert's firm compares
- Bonacorsi Wealth Management's average account is about $392,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about Robert
Is Robert Bonacorsi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Bonacorsi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Bonacorsi Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Bonacorsi based?
Robert Bonacorsi is based in Amherst, New Hampshire.
What credentials does Robert Bonacorsi hold?
Robert Bonacorsi holds the CFP credential.
Is Robert Bonacorsi registered with the SEC?
Yes. Robert Bonacorsi is registered as an investment adviser representative in MA and NH (CRD 2201011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bonacorsi Wealth Management manage?
Bonacorsi Wealth Management reports $73.3M across 187 accounts in assets under management.
How do I contact Robert Bonacorsi?
Through Robert's website, www.mikebonacorsi.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
- 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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