Arthur Kelleher is a CFP-designated registered investment advisor at Moneco Advisors, based in Hamden, CT, with 25 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%.
Location
3190 Whitney Ave # 8, Hamden, CT, 06518
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Regulatory History (1)
Customer Dispute
November 2015Other 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
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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.