Flying Point Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flying Point Financial is a three-advisor, privately owned registered investment adviser that manages approximately $206.7 million for about 191 clients, including individual investors, high‑net‑worth households, retirement plans, trusts, estates, and corporations. The firm provides financial planning and ongoing wealth management services and also offers access to managed account programs sponsored by a national broker‑dealer.
The firm builds tailored portfolios using fundamental analysis and typically manages client assets on a discretionary basis, investing across individual equities, fixed income, mutual funds, and ETFs. For certain accounts it participates in Raymond James advisor‑managed and managed account programs and, consistent with program terms, may delegate discretionary authority to Raymond James or third‑party managers while retaining oversight responsibilities.
Compared with many small advisory teams, Flying Point operates at a relatively large asset scale for a three‑advisor firm and manages nearly all of its reported assets discretionary, which can affect how services are delivered. The firm does not vote client proxies (clients retain that responsibility) and discloses that it receives custodial, technology, and other non‑monetary support from Raymond James when recommending or using that platform, a relationship it manages through disclosure and oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: Up to 2% of AUM (minimum annual fee of $1,500 may apply) $500,000+: 0.50% to 1.50% annually depending on assets, portfolio composition, and complexity
Financial planning charged at $250 per hour
Account minimum: $500,000 Minimum fee: Minimum annual fee of $1,500 or 2% of assets under management (whichever is less) may apply for accounts below $500,000 Fee-only: Hourly financial planning fee of $250 per hour
Main office
855 Turnpike Street
North Andover MA 01845
Advisors at this office
3
Most active in
Florida · Maine · Massachusetts · New Hampshire · South Carolina · Virginia
Also doing business as
Flying Point Financial, Inc. · Morgillo Financial Management Inc · Morgillo Financial Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Elaine M
CFP®, Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.
Amy M
Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.
Kevin K
Series 63, Series 65
North Andover, MA
Flying Point Financial, Inc.
Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.
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