Firm
myFinancialPro
Shelton, Connecticut
Fee-only
Facts
| Based in | Shelton, Connecticut |
|---|---|
| Website | myfinancial.pro |
| Phone | (203) 922-1192 |
myFinancialPro fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $343 an hour |
|---|---|
| Asset-based fee | 0.33% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
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 | $58 million |
| Individual clients | 19 |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 136724 |