Firm
Moreno Capital
West Palm Beach, Florida
Fee-only
Moreno Capital at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 18 individual clients.
- Its average account is about $1.6 million (assets it manages divided by its 26 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | West Palm Beach, Florida |
|---|---|
| Website | morenocapital.co |
| [email protected] | |
| Phone | (561) 440-6065 |
Moreno Capital fees
Moreno Capital 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 18 |
| Accounts managed | 26 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 332358 |