Thomas Bonvissuto
Intero Financial Planning · Parkton, Maryland
Thomas Bonvissuto is a fee-only financial advisor at Intero Financial Planning in Parkton, Maryland, who holds the CFP, ChFC and CFA credentials. Thomas charges a one-time planning fee and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Intero Financial Planning |
|---|---|
| Based in | Parkton, Maryland |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $44.3M across 313 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in CA, MD, PA · CRD 2656688 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.interofp.com |
How Thomas's firm compares
- Intero Financial Planning's average account is about $142,000, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Thomas
Is Thomas Bonvissuto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Intero Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a one-time planning fee and an ongoing planning fee.
Where is Thomas Bonvissuto based?
Thomas Bonvissuto is based in Parkton, Maryland.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Thomas Bonvissuto hold?
Thomas Bonvissuto holds the CFP, ChFC and CFA credentials.
Is Thomas Bonvissuto registered with the SEC?
Yes. Thomas Bonvissuto is registered as an investment adviser representative in CA, MD and PA (CRD 2656688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intero Financial Planning manage?
Intero Financial Planning reports $44.3M across 313 accounts in assets under management.
How do I contact Thomas Bonvissuto?
Through Thomas's website, www.interofp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on retirement planning
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
- Intero Financial Planning 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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