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CFP

Arthur Kelleher

Moneco Advisors
26 Years of Experience
Hamden, CT
1 DisclosureBroker
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Arthur Kelleher is a CFP-designated registered investment advisor at Moneco Advisors, based in Hamden, CT, with 26 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,812 clients with $2.3B in assets under management.

Moneco Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,812 clients
Average Client Portfolio
$811K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)

Moneco Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. The exact fee is negotiated based on factors like the complexity of your situation, the size of your portfolio, and your financial planning needs. Fees are billed quarterly, either in advance or after the quarter, depending on the custodian. If you use a third-party money manager, their fees will be in addition to Moneco Advisors' fees, but will not exceed 1.00%.

View Full SEC Brochure

Location

3190 Whitney Ave # 8, Hamden, CT, 06518

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History

Regulatory History (1)
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Customer Dispute
November 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Arthur is involved in several business activities, including a family partnership for estate planning, tax preparation/accounting/bookkeeping for a family CPA business, and a family payroll business. He also dedicates a significant amount of time (nearly full-time) to Moneco Advisors, LLC, providing investment advisory services.

Employment History
Current Registrations
Moneco Advisors
October 2017 - Present · 9 yrs
LPL Financial LLC
June 2004 - Present · 22 yrs 4 mos
LPL Financial LLCBroker
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
June 2000 - May 2004 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2000 - May 2004 · 4 yrs 1 mo
State Registrations7 states
CACTFLLAMATXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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