Michael Stamos
MJP Wealth Advisors · Farmington, Connecticut
Michael Stamos is a fee-only financial advisor at MJP Wealth Advisors in Farmington, Connecticut. Michael focuses on estate & legacy planning and small business owners. MJP Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | MJP Wealth Advisors |
|---|---|
| Based in | Farmington, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.56B across 3,057 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4164253 |
| Exams passed | Series 63 (2003) · Series 65 (2015) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mjpwealthadvisors.com |
How Michael's firm compares
- MJP Wealth Advisors's average account is about $511,000, from its Form ADV (assets managed divided by 3,057 accounts).
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Questions about Michael
Is Michael Stamos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MJP Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, MJP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Stamos based?
Michael Stamos is based in Farmington, Connecticut.
What does Michael specialize in?
Michael's specialties include estate & legacy planning and small business owners. Michael works with executives.
Is Michael Stamos registered with the SEC?
Yes. Michael Stamos is registered as an investment adviser representative in CT (CRD 4164253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MJP Wealth Advisors manage?
MJP Wealth Advisors reports $1.56B across 3,057 accounts in assets under management.
How do I contact Michael Stamos?
Through Michael's website, www.mjpwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- MJP Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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