Michael Pallozzi
HFM Investment Advisors · Newark, Delaware
Michael Pallozzi is a fee-only financial advisor at HFM Investment Advisors in Newark, Delaware. Michael focuses on retirement planning. HFM Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | HFM Investment Advisors |
|---|---|
| Based in | Newark, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $493.1M across 589 accounts |
| SEC registration | Investment adviser representative in FL, NJ, PA, TX · CRD 1936691 |
| Exams passed | Series 63 (1989) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hfminvestmentadvisors.com |
How Michael's firm compares
- HFM Investment Advisors's average account is about $837,000, from its Form ADV (assets managed divided by 589 accounts).
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Questions about Michael
Is Michael Pallozzi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and HFM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, HFM Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Pallozzi based?
Michael Pallozzi is based in Newark, Delaware.
What does Michael specialize in?
Michael's specialties include retirement planning.
Is Michael Pallozzi registered with the SEC?
Yes. Michael Pallozzi is registered as an investment adviser representative in FL, NJ, PA and TX (CRD 1936691), 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 HFM Investment Advisors manage?
HFM Investment Advisors reports $493.1M across 589 accounts in assets under management.
How do I contact Michael Pallozzi?
Through Michael's website, www.hfminvestmentadvisors.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
- HFM Investment Advisors 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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