Advanced Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pension and corporate clients and manages roughly $173 million in client assets. The firm operates on a fee‑only basis and also offers accounting and tax preparation services through its affiliated CPA practice, with the firm’s owner allocating a portion of time to those accounting activities and billing for them separately from advisory services.
Investment programs are implemented on a discretionary basis and built around a strategic‑tactical, core‑and‑satellite approach that uses passive index/ETF cores supplemented by active managers and global diversification. Client objectives are documented in written investment policy statements, accounts are reviewed quarterly, and the firm may recommend additional strategies such as margin or options where appropriate and consistent with a client’s risk profile.
Compared with many peers, ACA’s combination of investment advisory services and an in‑house CPA practice is a distinctive operating model the brochure discloses, which can facilitate coordinated tax and planning work under one firm. The firm also emphasizes written governance — including a Code of Ethics, proxy‑voting procedures, and regular custodial and quarterly reporting — and encourages coordination with other professionals for implementation.
Client services
Expertise
Occupation focus
Fee options
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.
Main office
140 Sherman Street 4th Floor
Fairfield CT 06824
Advisors at this office
2
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Panfilo G
CFP®
Fairfield, CT
Advanced Capital Advisors, LLC
Panfilo Guglielmi Jr. is a CFP® professional with 26 years of industry experience, currently serving at Advanced Capital Advisors, LLC since 2000. He is also the owner of a CPA and tax preparation firm, where he dedicates a minority of his time. Prior to and alongside his advisory role, he has over 15 years of experience as a CPA. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pensions, and corporate clients. The firm integrates investment advisory services with an affiliated CPA practice, employing a strategic-tactical, core-and-satellite investment approach that combines passive index/ETF cores with active management and global diversification.
Derek G
CFA®
Fairfield, CT
Advanced Capital Advisors, LLC
Derek Guglielmi is a CFA® charterholder serving as a financial advisor at Advanced Capital Advisors, LLC in Fairfield, CT. He has 12 years of industry experience, including 11 years at Conning prior to joining Advanced Capital Advisors in 2026. Advanced Capital Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, pension, and corporate clients, managing approximately $173 million in assets. The firm combines investment advisory services with an in-house CPA practice and employs a strategic-tactical, core-and-satellite investment approach using passive index/ETF cores supplemented by active managers and global diversification.
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