Andrew Vincent Tignanelli
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Business Services
- Financial Planning
- Risk Management & Insurance
- Tax Planning
Specializations
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...
Other Aliases
Andrew V Tignanelli, Andy Tignanelli, Drew Tignanelli
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
47 years in the financial services industry
Current & Past Employments
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Current Firm
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
Contact Information
Main Address
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031Phone Number
(410) 823-7283# of Employees
25SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,375AUM (Assets Under Management)
$1,095,865,304Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
| 07/29/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
State Registrations and Notice Filings
(7/27/2005)
(1/1/1991)
(3/30/2011)
(8/18/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Oct 1995Series 1 — Registered Representative Examination
Passed Jul 1979Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1984Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Vincent Tignanelli's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Business Services
- Financial Planning
- Risk Management & Insurance
- Tax Planning
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