# Joseph Malfeo

> Joseph Malfeo is a fee-only financial advisor at Hunter Street Investment Advisors in Apex, North Carolina, who holds the CFP and ChFC credentials. Hunter Street Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Hunter Street Investment Advisors
- **Based in:** Apex, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $166.4M across 889 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 3031535 (https://adviserinfo.sec.gov/individual/summary/3031535)
- **SEC registration:** Investment adviser representative in IL, NC, NY
- **Exams passed:** Series 63 (1998), Series 65 (1998)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.hsiadvisors.net

## Frequently asked questions

### Is Joseph Malfeo a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Hunter Street Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joseph Malfeo based?

Joseph Malfeo is based in Apex, North Carolina.

### What credentials does Joseph Malfeo hold?

Joseph Malfeo holds the CFP and ChFC credentials.

### Is Joseph Malfeo registered with the SEC?

Yes. Joseph Malfeo is registered as an investment adviser representative in IL, NC and NY (CRD 3031535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hunter Street Investment Advisors manage?

Hunter Street Investment Advisors reports $166.4M across 889 accounts in assets under management.

### How do I contact Joseph Malfeo?

Through Joseph's website, www.hsiadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3031535): 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.