MyFinancialPro, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
myFinancialPro provides discretionary portfolio management and financial planning services to individuals, families and high‑net‑worth clients. The firm offers comprehensive wealth management as well as standalone financial planning and consulting engagements and manages roughly $58 million for a small client base.
Its investment approach centers on strategic asset allocation with a long‑term orientation, supplemented by proprietary quantitative and algorithmic analysis. Portfolios are built primarily with mutual funds, ETFs and individual securities, and the brochure discloses the firm may use inverse ETFs and other hedging techniques and that it uses derivatives in separately managed accounts — a practice that is uncommon among independent peers.
Distinctive features include the combination of algorithmic-driven decision making with discretionary management for a compact client roster, and an institutional platform relationship that provides research and operational support. The firm also pairs ongoing portfolio management with standalone, hourly financial planning engagements, which can create a more blended advisory relationship than typical single-focus practices.
Client services
Expertise
Fee options
Hourly rate of $343 per hour for wealth management time and financial planning.
Minimum fee: Minimum quarterly fee of $297 applies if combined quarterly fees do not exceed this amount. Fee-only: Financial planning services offered at $343 per hour.
Main office
Shelton CT
Advisors at this office
1
Most active in
Connecticut · Florida · New York · South Carolina
Also doing business as
Dockside Wealth Advisors, LLC · J. Stephens Wealth Management, LLC · Myfinancialpro, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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