Panfilo Guglielmi is a CFP-designated registered investment advisor at Advanced Capital Advisors, LLC, based in Fairfield, CT, with 25 years of industry experience. Panfilo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 190 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Contact
Panfilo Guglielmi
Location
140 Sherman Street 4th Floor, Fairfield, CT, 06824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Panfilo owns Panfilo Guglielmi, Jr CPA, a CPA and tax preparation firm. This is his secondary business and takes the minority of his time.
Employment History
Current Registrations
Advanced Capital Advisors, LLC
Previous Registrations
Advanced Capital Advisors, LLC
Advanced Capital Advisors, LLC
State Registrations1 state
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