Amy Mastromonaco
Flying Point Financial · North Andover, Massachusetts
Amy Mastromonaco is a fee-only financial advisor at Flying Point Financial in North Andover, Massachusetts. Amy focuses on retirement planning, sustainable & impact investing and estate & legacy planning. Flying Point Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Flying Point Financial |
|---|---|
| Based in | North Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $206.7M across 610 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 2740891 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.flyingpointfinancial.com |
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Questions about Amy
Is Amy Mastromonaco a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Flying Point Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Flying Point Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Mastromonaco based?
Amy Mastromonaco is based in North Andover, Massachusetts.
What does Amy specialize in?
Amy's specialties include retirement planning, sustainable & impact investing, estate & legacy planning and family wealth transfer. Amy works with retirees and mid-life transitions.
Is Amy Mastromonaco registered with the SEC?
Yes. Amy Mastromonaco is registered as an investment adviser representative in MA and NH (CRD 2740891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flying Point Financial manage?
Flying Point Financial reports $206.7M across 610 accounts in assets under management.
How do I contact Amy Mastromonaco?
Through Amy's website, www.flyingpointfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Flying Point Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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