Mauro Capital Management, Inc. fees and pricing

Financial planner in Valencia, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 1, 2026, Mauro Capital Management, Inc. charges $200 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Investment consultation and financial planning services are rendered on an hourly basis at $200 per hour.”
Flat or project fee
$500
“For hourly engagements (investment consultation and financial planning) we may require the lesser of $500 or one-half of the estimated fees upon the signing of the agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mauro Capital Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The specific manner in which fees are billed by Mauro Capital Management, Inc. is established in a client’s written agreement with Mauro Capital Management, Inc.”
  • “Clients are billed in advance each calendar quarter.”
  • “However, a client may elect to be billed directly for fees.”

How Mauro Capital Management, Inc.’s fees compare

  • Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Mauro Capital Management, Inc.

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 1993 (33 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Clients
25
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$15,500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
122411
Phone
(724) 316-5266

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