BODNAR FINANCIAL ADVISORS, INC.

Overview

Bodnar Financial Advisors, Inc. operates as a small, planning-focused advisory firm organized as a corporation and owned by an individual. The firm's primary client service is financial planning rather than running discretionary, asset-based portfolios. Billing is done through hourly charges and fixed fees, which signals a consulting-oriented revenue model that emphasizes advice and plan delivery over ongoing asset management. The firm is not identified as a multi-state adviser, does not market itself as an ESG investor, and does not serve as a pension consultant or capital allocator. Given that its regulatory classification is unclassified and it lists financial planning services as the main advisory activity, the practice likely centers on personalized advice—cash-flow and retirement planning, insurance and income planning, and implementation recommendations—rather than operating an internal wrap or model-driven investment program.

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