Jason Hyde is a registered investment advisor at Moneco Advisors, based in Fairfield, CT, with 23 years of industry experience. Jason 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
2150 Post Rd, Suite 201, Fairfield, CT, 06824
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2011Customer Dispute
November 2011Other Business Activities
Jason spends about half his time providing investment advisory services through Moneco Advisors, LLC since 2014. He is also an author and speaker on self-improvement topics, dedicating a few hours per week to this activity. Jason also established Jason Hyde Financial Advisors LLC for tax purposes.
Employment History
Current Registrations
Moneco Advisors
LPL Financial LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
David Lerner Associates, INC.Broker
Pb Funding CorporationBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
State Registrations13 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.