MJP Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“Our flat fees range from $1,500 and $5,000.”

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

How MJP Wealth Advisors bills

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

• “Our firm’s management of 529 Plans are billed a fee based on the amount of assets held in the plan.”
• “Annualized fees for our Asset Management service will be billed when the account is established, prorated for the first partial quarter, if any.”
• “Thereafter, annualized fees will be billed on the first day of each calendar quarter based on the asset value of the account(s) as of the last business day of the 7 prior quarter.”

How MJP Wealth Advisors’ fees compare

• Its flat or project fee of $1,500-$5,000 is below the Connecticut median of $5,125. 27% of the 78 other Connecticut planners that publish a flat or project fee charge less.

About MJP Wealth Advisors

• Firm size: 21 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

865

Employees

21

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$1,561,803,600

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127654

Website

X.COM/MJPWEALTHADV (opens in new tab)

Phone

(860) 677-7755

Can advise clients in 24 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont

Other planners in Farmington that publish fees

• Fiscal Dynamics IncorporatedFarmington$500/hr
• Haviland & Sams, LLCFarmington$3,500⁠-⁠$35,000/yr
• Medallion Wealth Advisors, LLCFarmington$100⁠-⁠$300/hr, $1,000⁠-⁠$5,000
• WmgnaFarmington$325/hr

Compare all 8 planners in Farmington