Andrew V. Tignanelli
FINANCIAL CONSULATE
GETTYSBURG, PA 17325
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CRD#: 868434
Professional summary
Andrew Vincent Tignanelli, CFP®, who also goes by Andrew V Tignanelli, Andy Tignanelli, Drew Tignanelli, is a registered financial advisor currently at FINANCIAL CONSULATE located in Gettysburg, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Andrew has worked at 6 firms and has passed the Series 63, Series 2, Series 7, Series 1 and Series 8 exams.
Biography
Drew is the President of the Financial Consulate, and the originator of the Financial Physical®, the Retirement Financial Physical® and Triune® Planning Services. Drew is a Certified Public Accountant (CPA) and a Certified Financial Planner ™ (CFP®) practitioner, a member of the National Association of Personal Financial Advisors(NAPFA) and a graduate of Towson University.
As an advocate for individuals and their financial needs, Drew has developed a passion for educating the public about financial and retirement planning as an instructor through seminars to local businesses, corporations, municipalities, Johns Hopkins University and the Community Colleges of Baltimore County.
Drew is the host of Money, Riches & Wealth, a financial talk show airing live every Wednesday from 6:00-7:00pm on 680 WCBM Talk Radio in Baltimore, Maryland. Drew’s advocacy for his clients helped him develop the firm’s mission, “To help lessen the worry and burden of money management so you can focus on something more important, like relationships.”
Drew is the architect of Risk/Opportunity, the investment methodology used by the Financial Consulate, and is integrally involved in the firm's investment process. Drew is also actively involved in the Financial Physical®, the Retirement Financial Physical® and Business Owner Financial Physical® services.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Income Management
Business Succession Planning
Small Business Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Andrew V Tignanelli | Andy Tignanelli | Drew Tignanelli
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Vincent Tignanelli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1983
Experience
Current
January 1, 1991 - Present
FINANCIAL CONSULATE
Office #1: 1302 Proline Place, Gettysburg, PA 17325Office #3: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031RIA
CRD#: 106898
GETTYSBURG, PA
Past
February 6, 1981 - July 6, 1995
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
January 8, 1980 - February 27, 1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BD
CRD#: 653
Past
July 10, 1979 - February 2, 1980
AMERICAN EXPRESS FINANCIAL CORPORATION
BD
CRD#: 6320
Past
July 10, 1979 - February 2, 1980
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Past
July 10, 1979 - February 2, 1980
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL CONSULATE
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
CRD#: 106898 / SEC#: 801-18829
RIA
Registered Investment Advisory firm - (4/29/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/27/2005)
IAR
Maryland(1/1/1991)
IAR
Pennsylvania(3/30/2011)
IAR
Texas(8/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 10/20/1995
Non-Member General Securities ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/3/1979
Registered Representative ExaminationPrincipal/Supervisory Exam
RR
Series 8
Date: 11/30/1984
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
FINANCIAL CONSULATE
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
CRD#: 106898 / SEC#: 801-18829
RIA
Registered Investment Advisory firm - (4/29/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 823-7283
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,597 |
| AUM (Assets Under Management) | $ 930,031,477 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 07/29/2024 | ||
| 08/09/2023 | ||
| 01/24/2023 |
Red Flags
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Company Information
FINANCIAL CONSULATE
CRD#: 106898Gettysburg, PA 17325TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
