CM Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CM Financial Advisors, LLC provides investment management and personal financial planning to a mix of individual clients, businesses, trusts, estates, not-for-profit organizations and retirement plans. The firm manages roughly $48 million in client assets and operates on a fee-only basis, typically using percentage-of-assets billing for advisory services.
Investment programs are tailored to each client’s goals, objectives and risk tolerance, with individual investments selected after analysis of fundamentals such as historical performance, expense ratios and manager quality. Proposed investments are reviewed with and approved by clients prior to implementation, although clients may grant the firm discretionary trading authority if they choose.
The firm is atypical among peers in its close affiliation with an accounting firm and a mortgage brokerage; the principals are licensed CPAs who allocate time between accounting and advisory activities and report that the affiliated firms do not share compensation for referrals. CM Financial also does not list high‑net‑worth individuals as a client segment, indicating a primary focus on non‑HNW individuals and smaller institutional clients rather than a concentrated HNW clientele.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% $100,001 - $499,999: 1.0% $500,000 - $999,999: 0.75% $1 million - $2 million: 0.5% Over $2 million+: Negotiable
Hourly fees charged for special services other than asset management
Fee-only: Fee-only basis (no commissions)
Main office
35 Cold Spring Rd, Suite 225
Rocky Hill CT 06067
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
Anthony M
Rocky Hill, CT
CM Financial Advisors, LLC
Anthony Mandile is a financial advisor with CM Financial Advisors, LLC and holds credentials as a Certified Public Accountant. He has 26 years of industry experience and has worked at Ciampi, Mandile & Company for over 36 years. Outside of his advisory role, he is a member of both Ciampi Mandile & Company, LLC, a CPA firm, and Premier Mortgage Group, LLC, a mortgage brokerage company. CM Financial Advisors, LLC provides investment management and personal financial planning services to individuals, businesses, trusts, estates, not-for-profit organizations, and retirement plans. The firm tailors investment programs to each client’s goals and risk tolerance and is noted for its close affiliation with an accounting firm and a mortgage brokerage while focusing primarily on non–high-net-worth individuals and smaller institutional clients.
Mario C
CFP®
Rocky Hill, CT
CM Financial Advisors, LLC
Mario Ciampi is a CFP® professional with 26 years of industry experience, currently serving at CM Financial Advisors, LLC in Rocky Hill, CT. He has been associated with Ciampi, Mandile & Company since 1990 and is a member of the affiliated CPA firm as well as a mortgage brokerage firm. CM Financial Advisors, LLC offers fee-only investment management and personal financial planning, serving individuals, businesses, trusts, estates, nonprofits, and retirement plans. The firm emphasizes individualized strategies based on client goals and risk tolerance, with regular account reviews and a coordinated approach integrating accounting and lending services through its affiliations.
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