myFinancialPro, LLC fees
Financial planner in Shelton, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, myFinancialPro, LLC (Shelton, CT) charges $343 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change.
- Hourly rate
- $343/hr
Above the Connecticut median of $300; 63% of the 48 other planners in Connecticut that publish an hourly rate charge less. The one other planner in Shelton charges more.
“Clients which engage us for comprehensive wealth management, each Client will be charged an hourly rate of $343 per hour (the “hourly fee”) for time spent managing their wealth, which is billed quarterly in arrears based upon actual hours used each quarter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2005 (21 years)
How myFinancialPro, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “One-half of stand-alone financial planning fees are due upon signing of the agreement and the remaining half is due upon completion of the agreed upon deliverable[s], whether in paper or electronic form.”
- “For wealth management services the financial planning fee component is collected quarterly in arrears.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $58.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 12, 2026
- CRD number
- 136724 (opens in new tab)
- Phone
- (203) 922-1192
Registered in 4 states: Connecticut, Florida, New York, South Carolina
Other planners in Shelton that publish fees
- Fortress Financial ManagementSheltonHourly $350/hr
More planners in Connecticut that publish fees
- Greenwich Advisors, LLCGreenwichHourly $375/hr
- Infinity Financial Strategies, LLCNorth GranbyHourly $500/hr, Flat $1,000
- Nutmeg Capital Advisors, LLCHartfordHourly $250/hr
- Morrissey Wealth Management LLCNorth HavenHourly $400/hr, Flat $1,000-$50,000
- Weise Financial WellnessMiddleburyHourly $300/hr, Flat from $1,500
- In the Money Retirement Planning Limited Liability CompanyWaterfordHourly $200-$500/hr, Flat $1,500-$15,000
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.