# Michael Perna

> Michael Perna is a fee-only financial advisor at Flying Point Advisors in Freeport, Maine, who holds the CFA credential. Michael charges hourly fees ($300 an hour) and focuses on small business owners and tax planning.

Page: https://find.wellspent.co/advisors/michael-perna/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Flying Point Advisors
- **Based in:** Freeport, Maine
- **Fee model:** Hourly
- **Fees (firm's website):** $300 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.3M across 16 accounts
- **Credentials:** CFA
- **Specialties:** Small business owners, Tax planning
- **Works with:** Founders
- **CRD:** 5525314 (https://adviserinfo.sec.gov/individual/summary/5525314)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 66 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.flyingpoint.cpa

## Frequently asked questions

### Is Michael Perna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Flying Point 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 charges hourly fees.

### How much does Michael charge?

According to Flying Point Advisors's website, checked October 30, 2026: $300 an hour.

### Does Michael work with clients virtually?

Yes. Flying Point Advisors says on its website that it works with clients remotely.

### Where is Michael Perna based?

Michael Perna is based in Freeport, Maine.

### What does Michael specialize in?

Michael's specialties include small business owners and tax planning. Michael works with founders.

### What credentials does Michael Perna hold?

Michael Perna holds the CFA credential.

### Is Michael Perna registered with the SEC?

Yes. Michael Perna is registered as an investment adviser representative in ME (CRD 5525314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Flying Point Advisors manage?

Flying Point Advisors reports $4.3M across 16 accounts in assets under management.

### How do I contact Michael Perna?

Through Michael's website, www.flyingpoint.cpa.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5525314): 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
- The firm's website (https://www.flyingpoint.cpa/): specialties, clients served, and fees, checked October 30, 2026

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