Moneco Advisors

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

99% of AUM

Avg account

$354K

Accounts

6,443

Employees

Advisory reps

Firm details

Headquarters: Fairfield, Connecticut
CRD number: 171922
Registered since: July 14, 2014
Website: www.monecoadvisors.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.66%
Individuals23.05%
Charitable Organizations1.1%
Pension & Profit Sharing Plans1.08%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Moneco Advisors is an independent, SEC-registered investment adviser (registered in 2014) that serves individuals, families and institutional clients. The firm operates as a limited liability company and identifies itself as a capital allocator that builds and oversees portfolios directly and by selecting outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible, including percentage-of-AUM billing as well as hourly and fixed fees. Moneco does not position itself as an active ESG investor. The firm was recognized on industry lists, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ Top RIA Firms (2024).