Your Wealth.
Our Discipline.

Fee-only fiduciary advice. No commissions. No conflicts. Just a disciplined framework built around your financial life.

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When your advisors own
the firm, the advice is different.

Ferrante Capital is independent and founder operated. We don't answer to a parent bank, a product sponsor, or a sales quota. We answer to you. Our fee-only structure means we only get paid by our clients, never by the products we recommend. That changes everything about the advice you receive.

100%

Fee-Only

0%

Commissions

$0

Account Minimum

3

Founders

What We Do

What can we help you solve?

Whether you're building wealth for the first time, preparing for retirement, or navigating a complex financial decision, we bring the same rigor and transparency to every engagement.

01

Financial Planning

Comprehensive planning covering cash flow analysis, net worth tracking, savings optimization, tax aware allocation, and risk management. Delivered as a written plan with clear action steps.

02

Education Planning

529 strategy, funding targets and timelines, account selection, and a written education funding plan tailored to your family and goals.

03

Retirement Planning

Contribution strategy roadmaps, distribution modeling, income projections, and retirement analysis built around your specific goals and timeline.

04

Portfolio Advisory

Nondiscretionary portfolio management. You approve every recommendation before execution. We handle the research, construction, and ongoing monitoring.

05

Consulting

Project based engagements for business owners, multi account households, and high complexity situations. Portfolio engineering, scenario analysis, and coordination with your other professionals.

Fiduciary

We are legally and ethically bound to act in your best interest. Every recommendation. Every time.

Fee-Only

No commissions. No 12b-1 fees. No product sales. Our only compensation comes from the clients we serve.

Independent

Founder owned and operated. No corporate parent. No sales quotas. No proprietary products we're incentivized to push.

Transparent

You see what we see. Clear fees, open communication, and full access to understand exactly how your money is managed.

About Us

Built by practitioners,
not salespeople.

Ferrante Capital was founded in 2025 by three partners who believed advisory clients deserved better: better alignment, better transparency, and a better process. We registered with the Commonwealth of Virginia as an investment adviser and built a firm from the ground up around one principle. Your interests come first.

Our advisory services are nondiscretionary. You review and approve every recommendation before it is executed. We believe this model gives clients the best of both worlds: institutional quality research and analysis, with full transparency and control over their accounts.

How We Think

We combine fundamental, technical, cyclical, and quantitative methods of analysis. Portfolio construction is driven by your objectives, risk tolerance, and financial circumstances.

Leadership

Andrew J. Lazzeroni

Co-Founder, CEO, CIO & CCO

Leads the firm's investment process, portfolio construction, compliance program, and all client advisory relationships.

Michael A. Licari

Co-Founder, President & COO

Oversees firm operations, proprietary desk monitoring, business infrastructure, and day to day execution across the advisory practice.

Rocco J. Testa

Co-Founder & Chief Strategy Officer

Leads strategic planning, business development, and growth initiatives across Ferrante Capital and Ferrante Holdings.

Ready to talk?

No pitch, no pressure. Tell us a bit about your situation and we'll set up a conversation to see if we're a good fit.

By submitting this form you are requesting information only. No advisory relationship is established until a written agreement is signed.

Office

805 Saltmeadow Bay Arch, Unit 201
Virginia Beach, VA 23451

Hours

Monday – Friday
9:00 AM – 5:00 PM ET

Ferrante Capital LLC is registered as an investment adviser with the Virginia Division of Securities and Retail Franchising. Additional information is available on the SEC's website at adviserinfo.sec.gov.