Firm
Mauro Capital Management
Valencia, Pennsylvania
Fee-only
Mauro Capital Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 25 individual clients, 12 of them high net worth.
- Its average account is about $456,000 (assets it manages divided by its 34 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Valencia, Pennsylvania |
|---|---|
| Phone | (724) 316-5266 |
Mauro Capital Management fees
Mauro Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $16 million |
| Individual clients | 13 |
| High-net-worth clients | 12 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 1, 2026 |
| SEC record | CRD 122411 |