Moreno Capital fees and pricing

Financial planner in West Palm Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 6, 2026, Moreno Capital charges a flat or project fee of $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $25,000; “Services are offered based on a fixed fee to never exceed $25,000 depending on the complexity of the engagement.”

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

“Fees are generally invoiced directly to the Client but may also be deducted from another account held with Moreno Capital.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check, or return deposit back into the client’s account.”

Its flat or project fee of $25,000 is above the Florida median of $4,900. 93% of the 320 other Florida planners that publish a flat or project fee charge less.
4 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 18
Employees: 4
Works with: Individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $41,600,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 332358
Website: morenocapital.co (opens in new tab)
Phone: (561) 440-6065

Can advise clients in 2 states: California, Florida

Is something on this page wrong or out of date?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.