Elaine Morgillo
Flying Point Financial · Portsmouth, New Hampshire
Elaine Morgillo is a fee-only financial advisor at Flying Point Financial in Portsmouth, New Hampshire, who holds the CFP credential. Elaine 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 | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $206.7M across 610 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, ME, NH, SC · CRD 1578345 |
| Exams passed | Series 63 (1987) · Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.flyingpointfinancial.com |
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Questions about Elaine
Is Elaine Morgillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elaine 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 Elaine charge for financial advice?
Elaine's firm, Flying Point Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elaine Morgillo based?
Elaine Morgillo is based in Portsmouth, New Hampshire.
What does Elaine specialize in?
Elaine's specialties include retirement planning, sustainable & impact investing, estate & legacy planning and family wealth transfer. Elaine works with retirees and mid-life transitions.
What credentials does Elaine Morgillo hold?
Elaine Morgillo holds the CFP credential.
Is Elaine Morgillo registered with the SEC?
Yes. Elaine Morgillo is registered as an investment adviser representative in MA, ME, NH and SC (CRD 1578345), 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 Elaine Morgillo?
Through Elaine'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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