Theodore Kaplan
MJP Wealth Advisors · Farmington, Connecticut
Theodore Kaplan is a fee-only financial advisor at MJP Wealth Advisors in Farmington, Connecticut. Theodore 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 1063188 |
| Exams passed | Series 63 (1996) · Series 65 (2010) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.mjpwealthadvisors.com |
How Theodore'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 Theodore
Is Theodore Kaplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore 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 Theodore charge for financial advice?
Theodore's firm, MJP Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theodore Kaplan based?
Theodore Kaplan is based in Farmington, Connecticut.
What does Theodore specialize in?
Theodore's specialties include estate & legacy planning and small business owners. Theodore works with executives.
Is Theodore Kaplan registered with the SEC?
Yes. Theodore Kaplan is registered as an investment adviser representative in CT (CRD 1063188), 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 Theodore Kaplan?
Through Theodore'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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