Michael Perna
Flying Point Advisors · Freeport, Maine
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Flying Point Advisors |
|---|---|
| Based in | Freeport, Maine |
| Fee model | Hourly |
| Fees (firm's website) | $300 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.3M across 16 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in ME · CRD 5525314 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.flyingpoint.cpa |
How Michael's firm compares
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Flying Point Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Michael
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.
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
- Flying Point 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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