William Bonacci
CFM Advisors · Hauppauge, New York
William Bonacci 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 2361521 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.cfmadvisorsinc.com |
| Profile |
How William'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 William
Is William Bonacci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, CFM Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Bonacci based?
William Bonacci is based in Hauppauge, New York.
Is William Bonacci registered with the SEC?
Yes. William Bonacci is registered as an investment adviser representative in NY (CRD 2361521), 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 William Bonacci?
Through William'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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