Arthur J Kelleher

CFP

25 Years of Experience

1 DisclosureBroker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Moneco Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

2,822 clients

Average Client Portfolio

$679K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$10K

Location

3190 Whitney Ave # 8, Hamden, CT, 06518

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History

Regulatory History (1)

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Customer Dispute

November 2015

Settled

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Other 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.