Mullaney Keating & Wright Inc fees and pricing
Financial planner in Middletown, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 24, 2026, Mullaney Keating & Wright Inc charges a flat or project fee of $1,500-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,500
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1,500 to $3,500, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mullaney Keating & Wright Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
- “Under no circumstances do we require or solicit portfolio management fees in advance of rendering services.”
How Mullaney Keating & Wright Inc’s fees compare
- Its flat or project fee of $1,500-$3,500 is below the Connecticut median of $5,125. 13% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Mullaney Keating & Wright Inc
- Firm size: 3 employees.
- Registered as an adviser: 1994 (32 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
- 0.8% a year
- Clients
- 191
- Employees
- 3
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $390,984,469
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110743
- Phone
- (860) 521-9900
Can advise clients in 9 states: California, Connecticut, Florida, Massachusetts, Maryland, Nebraska, New Hampshire, New York, Texas
Other planners in Middletown that publish fees
- Wealth Management Advisers, LLCMiddletown$250-$450/hr, $150-$10,000
- 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.