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Douglas A. Boneparth, CFP®, MBA

New York City's Financial Advisor for Millennials - #InvestInYou

Commonwealth Financial Network

New York

NY

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bone Fide Wealth, LLC 2 years, 3 months Nov 2016 - Present
Commonwealth Financial Network 6 years, 3 months Nov 2012 - Present
Riversource Insurance Co 4 years, 1 month Oct 2008 - Nov 2012
Ameriprise Financial Services, Inc 4 years, 1 month Oct 2008 - Nov 2012

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Douglas Boneparth

How to Get Started on Estate Planning
Published 2017-08-18 05:27:29
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 2, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 2, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Sept. 3, 2018
      • $65.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 130
        number of clients
      • $500.0K
        Estimated Average Account Balance Per Client

    Commonwealth Financial Network

    Last updated on Dec. 27, 2018
      • $81.0B
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 127K
        number of clients
      • $636.7K
        Estimated Average Account Balance Per Client

    Fees

    There is no compensation data available to display at this time