# Joseph Manno

> Joseph Manno is a fee-only financial advisor at Merit Financial Partners in Westport, Connecticut. Merit Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-manno/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Merit Financial Partners
- **Based in:** Westport, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $308.2M across 564 accounts
- **CRD:** 5708062 (https://adviserinfo.sec.gov/individual/summary/5708062)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.meritfinancialpartners.com

## Frequently asked questions

### Is Joseph Manno a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Merit Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Merit Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Manno based?

Joseph Manno is based in Westport, Connecticut.

### Is Joseph Manno registered with the SEC?

Yes. Joseph Manno is registered as an investment adviser representative in CT and NY (CRD 5708062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Merit Financial Partners manage?

Merit Financial Partners reports $308.2M across 564 accounts in assets under management.

### How do I contact Joseph Manno?

Through Joseph's website, www.meritfinancialpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5708062): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.