# John Romano

> John Romano is a fee-only financial advisor at CFM Advisors in Hauppauge, New York. CFM Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-romano/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** CFM Advisors
- **Based in:** Hauppauge, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $202.7M across 315 accounts
- **CRD:** 1328361 (https://adviserinfo.sec.gov/individual/summary/1328361)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1985)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.cfmadvisorsinc.com/

## Frequently asked questions

### Is John Romano a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and CFM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, CFM Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Romano based?

John Romano is based in Hauppauge, New York.

### Is John Romano registered with the SEC?

Yes. John Romano is registered as an investment adviser representative in NY (CRD 1328361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does CFM Advisors manage?

CFM Advisors reports $202.7M across 315 accounts in assets under management.

### How do I contact John Romano?

Through John's website, www.cfmadvisorsinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1328361): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.