MyFinancialPro, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,354,000
Clients
37
49% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$1,577,135
About
myFinancialPro provides wealth management and standalone financial planning to individual and high‑net‑worth clients, delivering discretionary portfolio management alongside financial planning and consulting. Portfolios are constructed using mutual funds, ETFs, individual stocks, bonds and, where appropriate, legacy positions retained for tax or fit reasons.
The firm’s investment process emphasizes strategic asset allocation with a primarily long‑term focus, combining fundamental, technical and behavioral analysis and periodic rebalancing. It also uses proprietary quantitative/algorithmic methods to identify opportunities and may hold shorter-term positions or cash as hedges when warranted.
Noteworthy for an independent advisor of its size, the brochure discloses use of derivatives in separately managed accounts — a practice the firm presents as part of its implementation toolkit and that is uncommon among peers. The advisor also maintains an institutional platform relationship with Fidelity that provides custody, trading, research and technology support, and the brochure describes related benefits and potential conflicts as well as the specific operational and model‑risk considerations tied to its quantitative strategies.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Fee options
$333 per hour for wealth management time and standalone financial planning
Minimum fee: Minimum quarterly fee of $297 if combined asset management and hourly fees do not exceed this amount
Main office location
MyFinancialPro, LLC
4 Research Drive, Suite 402
Shelton CT 06484-4312, United States
Number of offices
2
Most active in
MyFinancialPro, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · New York · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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