Panfilo Guglielmi
Panfilo Guglielmi is a CFP-designated registered investment advisor at Advanced Capital Advisors, LLC, based in Glastonbury, CT, with 26 years of industry experience. Panfilo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 201 clients with $170M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for assets above $5,000,000. Assets of related clients may be aggregated to determine fee levels.
Fee Estimator
Contact
Panfilo Guglielmi
Location
628 Hebron Avenue, Building 2, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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