Advisor at Advanced Capital Advisors, LLC
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
Advanced Capital Advisors, LLC
Location
Fairfield, CT 06824
Credentials
CFP®
Industry experience
25 years
Panfilo Guglielmi is a CFP® professional with 25 years of experience, serving as the principal of Advanced Capital Advisors, LLC since 2000. He also owns a CPA and tax preparation firm, which operates as a secondary business and takes a minority of his time. Prior to and alongside his advisory role, he has maintained his CPA practice since 2011. Advanced Capital Advisors is a fee-only registered investment adviser serving individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a strategic-tactical, core-and-satellite investment approach with globally diversified portfolios and offers integrated tax preparation and CPA services as a separate billing function.
Based on Advanced Capital Advisors, LLC
Financial planning fees range from $2,400 to $4,900, minimum fee $2,400.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
$350 per hour for tax preparation and limited scope hourly planning engagements.
Account minimum: $500,000 Fee-only: Fee-only financial planning and investment management; no commissions accepted.
140 Sherman Street 4 Th Floor
Fairfield, CT 06824
Connecticut
Panfilo Guglielmi, Jr. CPA
2011 - Present (15 years)
Advanced Capital Advisors, LLC
2000 - Present (26 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.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
Series 63, Series 65
Fairfield, CT
Aspetuck Financial Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")