Moneco Advisors fees and pricing
Financial planner in Fairfield, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, Moneco Advisors charges $250 an hour and a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Ongoing Fees are charged based on the total plan assets under management not to exceed 1.00%, an hourly basis not to exceed $250 per hour or a lat fee basis not to exceed $25,000.”
- Flat or project fee
- $5,000
“Fees are charged on a lat fee basis not to exceed $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moneco Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Page 8 of 34 Fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
- “Our irm bills on cash unless indicated otherwise in writing.”
How Moneco Advisors’ fees compare
- Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is below the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Moneco Advisors
- Firm size: 66 employees.
- Founded: 1980 (46 years).
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
- 2% a year
- Clients
- 2,781
- Employees
- 66
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $2,279,903,376
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171922
- Phone
- (203) 319-3550
Can advise clients in 35 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington
Other planners in Fairfield that publish fees
- GCD Financial Planning and Advisory ServicesFairfield$150-$400/hr, $750-$3,000
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Asset Management AssociatesSouth Windsor$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.