Firm
MOS Capital
Ponte Vedra Beach, Florida
Fee-only
MOS Capital at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 120 individual clients, 58 of them high net worth.
- Its average account is about $673,000 (assets it manages divided by its 342 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Ponte Vedra Beach, Florida |
|---|---|
| Website | moscapital.com |
| Phone | (757) 222-3710 |
MOS Capital fees
MOS 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 · Hourly |
|---|---|
| Assets managed | $230 million |
| Individual clients | 62 |
| High-net-worth clients | 58 |
| Accounts managed | 342 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-108978) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 109612 |