CANNATA & COMPANY, LLC

Overview

Cannata & Company, LLC is organized as a limited liability company under individual ownership and positions itself as a fee-for-service financial planning practice. The firm offers advisory work billed on hourly and fixed-fee bases rather than asset-based recurring fees, and its stated advisory activity centers on financial planning services. It does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it does not operate as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant, which suggests a close relationship with tax or accounting professionals as part of its client service model. That affiliation, combined with the hourly/fixed-fee structure, points to a client relationship focused on planning advice and coordination rather than discretionary portfolio management or running proprietary investment vehicles.

Investments & Alternatives

Location & Offices