Michael Panella
CFM Advisors · Hauppauge, New York
Michael Panella 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.
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Facts
| Firm | CFM Advisors |
|---|---|
| Based in | Hauppauge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $202.7M across 315 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6791835 |
| Exams passed | Series 63 (2017) · Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cfmadvisorsinc.com |
How Michael's firm compares
- CFM Advisors's average account is about $643,000, from its Form ADV (assets managed divided by 315 accounts).
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Questions about Michael
Is Michael Panella a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, CFM Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Panella based?
Michael Panella is based in Hauppauge, New York.
Is Michael Panella registered with the SEC?
Yes. Michael Panella is registered as an investment adviser representative in NY (CRD 6791835), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CFM Advisors manage?
CFM Advisors reports $202.7M across 315 accounts in assets under management.
How do I contact Michael Panella?
Through Michael's website, www.cfmadvisorsinc.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
- 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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