Bonacorsi Wealth Management

What Bonacorsi Wealth Management does

Bonacorsi Wealth Management is an independent, fee-only registered investment advisor operating as Mike Bonacorsi LLC from Amherst, New Hampshire, with a two-person team led by founder Mike Bonacorsi (CFP®, CDFA) alongside Operations Manager Jen Paveglio. The firm serves individuals and families in southern New Hampshire and Massachusetts who are navigating major life events — retirement, divorce, death of a spouse, job changes, business sale, and similar transitions — providing comprehensive financial planning, investment management, divorce planning, and a broad suite of ancillary services including estate, tax, insurance, Social Security optimization, and charitable planning.

The practice operates two delivery models: a one-time Hourly Planning engagement that produces a financial plan without ongoing advice, and a Subscription Financial Planning relationship with monthly billing, semi-annual virtual meetings, quarterly reports, and continuous advisory support. Investment management is anchored in a strategic asset allocation philosophy. The firm's underlying technology stack centers on the Wealthvision secure portal, which provides clients with online access to a personal planning page and electronic document storage through a custom family website. Supporting resources include a broad learning center (articles, calculators, monthly newsletters with multi-year archives, videos, A-Z glossary) and a tax library.

The business model is straightforward subscription-plus-AUM wealth management: revenue is generated through recurring financial planning subscriptions and ongoing investment management fees on assets under management, with the founder acting as a fiduciary to deliver conflict-free advice. Client acquisition is driven by content marketing (learning center, blog, newsletters), community presence (board service in the Souhegan Valley Chamber and the New Hampshire Collaborative Law Alliance), and direct inbound via phone, email, and the firm website. Pricing details for Massachusetts clients are gated behind a separate fee table PDF; specific tier pricing is not publicly displayed.

Name

Bonacorsi Wealth Management

Legal name

Mike Bonacorsi LLC

Website

https://mikebonacorsi.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Bonacorsi Wealth Management is an independent, fee-only registered investment advisor in Amherst, NH, founded by Mike Bonacorsi, CFP®, that serves individuals and families in New Hampshire and Massachusetts facing major life events through subscription and hourly financial planning, investment management, and divorce planning services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management
• Financial planning
• Investment management
• Retirement planning
• Estate planning

Headquarters

HQ city

Amherst

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Fee-Only Financial Planning and Wealth Management: The firm operates as a fee-only registered investment advisor, acting as a fiduciary for clients. Revenue is generated through financial planning fees and investment management fees based on assets under management or subscription-based planning arrangements. Mike Bonacorsi LLC is a registered investment advisor providing conflict-free advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Bonacorsi Wealth Management is a fee-only fiduciary wealth management firm that delivers personalized financial planning, investment management, and divorce planning services. The firm serves individuals and families navigating major life events, providing both one-time hourly planning engagements and ongoing subscription-based advisory relationships.

Product overview

Bonacorsi Wealth Management operates as an independent, fee-only wealth management firm offering a comprehensive suite of financial planning and investment management services. The core offering consists of Financial Planning and Investment Management, supplemented by specialized Divorce Planning services. The firm provides two planning delivery models: Hourly Planning for one-time comprehensive plans and Subscription Financial Planning for ongoing advisory relationships. Educational resources including financial calculators, articles, newsletters, videos, glossary, and tax library are offered as supporting tools. The firm uses Wealthvision as an internal financial planning tool for client portal access and document storage.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive, personalized financial planning services for individuals and families covering retirement, estate, tax, insurance, and life-event planning, delivered on a fee-only fiduciary basis.
• Investment Management Discretionary investment management services for clients, implemented with personalized portfolios aligned to each client's financial plan and risk tolerance.
• Hourly Planning One-time, project-based financial planning engagements billed at an hourly rate for clients who need targeted advice on a specific financial question or decision.
• Subscription Financial Planning Ongoing subscription-based financial planning service providing continuous access to an advisor for clients who want recurring guidance without full wealth management.
• Divorce Planning Specialized financial planning service for individuals going through divorce, helping them understand the financial implications, develop a post-divorce plan, and make informed decisions.

Quantifiable outcome

• Fee-only fiduciary model eliminates conflicts of interest inherent in commission-based compensation

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Schwab Wealth Advisory: Custodian-affiliated advisory program delivering financial planning and discretionary portfolio management for retail investors — a fee-based RIA competitor from which Bonacorsi must differentiate locally.
• Mariner Wealth Advisors: Large national RIA consolidator offering comprehensive financial planning and investment management to individuals and families — comparable service mix to Bonacorsi at significantly greater scale.
• Carson Group: National RIA and advisor-support platform providing financial planning and wealth management to individuals; overlaps with Bonacorsi on planning-led, fee-based advice for retail clients.
• Empower (Personal Capital): Hybrid digital and advisory wealth manager offering financial planning, investment management, and retirement tools to individuals nationally — direct substitute for Bonacorsi's planning-and-investment offerings, especially for tech-comfortable clients.
• Edelman Financial Engines: Large, established RIA combining financial planning and investment management for individuals and households across the U.S. — operates the same fiduciary, fee-based playbook as Bonacorsi but at national scale.

Emerging players

• Ellevest: Subscription- and fee-based wealth management and financial planning for individuals, similar to Bonacorsi's subscription tier and life-event focus, though with a distinct women-focused segmentation lens.

Regional players

• New England Capital Financial Advisors: Regional New England RIA providing financial planning and investment management to individuals and families — same geography and boutique RIA positioning as Bonacorsi.

Others

• Commonwealth Financial Network: Independent advisor-support / RIA custodian and BD platform serving independent wealth managers — the type of partner or model Bonacorsi could join for scale, technology, and succession infrastructure.
• Cambridge Investment Research: Independent broker-dealer / RIA custodian supporting fee-based financial advisors — relevant ecosystem peer for an independent fee-only RIA considering platform affiliation or exit options.

Direct peers

• Facet Wealth: Fee-only digital-first RIA offering flat-fee and subscription-based financial planning to individuals — the same recurring, conflict-free advisory model Bonacorsi uses, but at a national digital scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bonacorsi Wealth Management