CR
ChFC

Craig Andrew Roncaioli

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
47 advisors
Number of Clients
3,283 clients
Average Client Portfolio
$560K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1K
Financial Plan Fee:$250 - $2,500

Redhawk charges an annual fee based on a percentage of assets under management. The maximum annual advisory fee is 1.75%, except for Starter Accounts (less than $5,000 in assets) which are assessed a flat annual fee of $50.00. Fees are billed monthly in arrears based on the average daily balance. Financial planning fees typically range from $250 to $2,500, depending on complexity, and are due upon execution of the financial planning agreement.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

West Hartford, CT

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2007
Closed-No Action
Other Business ActivitiesSells Insurance

Craig is an insurance agent, acting as a selling agent to originate insurance policies for clients since 2013. This activity takes a few hours per week.

Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Elevage Partners, LLC
July 2017 - April 2019 · 1 yr 9 mos
Bradway Financial, LLC
July 2007 - July 2017 · 10 yrs
Adviceone Advisory Services, LLC
August 2001 - July 2007 · 5 yrs 11 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.
Craig Andrew Roncaioli - Financial Advisor | AdvisorDiscover