Advisor at Flying Point Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Flying Point Advisors
Location
Freeport, ME
Credentials
CFA®, Series 66
Industry experience
8 years
Michael Perna is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is the principal of Flying Point Advisors in Freeport, ME, where he has worked since 2021. In addition to his advisory role, Perna provides business consulting, accounting, and tax planning services as a CPA. Flying Point Advisors offers financial planning and portfolio management to individual clients, including high-net-worth individuals, focusing on retirement, tax, investment, and debt planning. The firm employs a long-term, low-cost, index-based investment approach combined with tax-aware strategies and also provides accounting and tax services alongside investment advice.
Based on Flying Point Advisors
Fixed financial planning fees between $1,000 and $10,000
0.5% annually
$300 per hour
Fee-only: Hourly fee of $300; Fixed fees ranging from $1,000 to $10,000
Freeport, ME
Maine
Flying Point Advisors LLC
2024 - Present (2 years)
Flying Point Advisors
2021 - Present (5 years)
The Wanderlust Group
2016 - 2023 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Yarmouth, ME
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Freedom Wealth Advisors, LLC
CFP®, Series 65
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Able Money LLC
Series 65
Portland, ME
Stillwater Investing
CFA®, Series 65, Series 66
New Gloucester, ME
Cornerstone Wealth Planning
Series 63, Series 66
Brunswick, ME
Gilbert Investment Management
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