Panfilo Guglielmi
Advanced Capital Advisors, LLC · Glastonbury, Connecticut
Panfilo Guglielmi is a fee-only financial advisor at Advanced Capital Advisors, LLC in Glastonbury, Connecticut, who holds the CFP and CPA/PFS credentials.
- $173M
- Firm assets managed
- $861,000
- Firm's average account
How does Panfilo's firm compare?
-
Advanced Capital Advisors, LLC's average account is about $861,000, from its Form ADV (assets managed divided by 201 accounts).
Questions about Panfilo
Is Panfilo Guglielmi a fee-only financial advisor?
Yes. Panfilo Guglielmi is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Panfilo's firm.
How does Panfilo Guglielmi charge for financial advice?
Panfilo's firm, Advanced Capital Advisors, LLC, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Panfilo Guglielmi based?
Panfilo Guglielmi is based in Glastonbury, Connecticut.
What credentials does Panfilo Guglielmi hold?
Panfilo Guglielmi holds the CFP and CPA/PFS credentials.
Is Panfilo Guglielmi registered with the SEC?
Yes. Panfilo Guglielmi is registered as an investment adviser representative in CT (CRD 1901420), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Advanced Capital Advisors, LLC manage?
Advanced Capital Advisors, LLC reports $173M across 201 accounts in assets under management.
How do I contact Panfilo Guglielmi?
Through Panfilo Guglielmi's website, advancedcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Advanced Capital Advisors, LLC |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $173M across 201 accounts |
| Credentials | CFP · CPA/PFS |
| SEC registration | Investment adviser representative in CT · CRD 1901420 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | advancedcapitaladvisors.com |
Request an introduction to Panfilo
Tell Panfilo a little about what you're looking for. Panfilo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Glastonbury
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.