JH

Jason Adam Hyde

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Financial Plan Fee:$1,500 - $20,000
Hourly Rate:Up to $350/hr

Moneco Advisors charges fees for asset management, retirement plan consulting, and financial planning. Asset management fees are a percentage of assets under management, not exceeding 2.00% annually. Retirement plan consulting fees can be based on plan assets (up to 1.00%), hourly rates (up to $250/hour), or flat fees (up to $25,000). Financial planning fees are hourly (up to $350/hour) or flat (ranging from $1,500 to $20,000). Clients may also incur transaction fees and other custodial charges. Fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

2150 Post Rd, Suite 201, Fairfield, CT, 06824

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2011
Closed-No Action
Customer Dispute
November 2011
Closed-No Action
Other 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
March 2015 - Present · 10 yrs 10 mos
LPL Financial LLC Broker
January 2015 - Present · 11 yrs
Previous Registrations
Oppenheimer & CO. INC.
October 2014 - February 2015 · 4 mos
Oppenheimer & CO. INC. Broker
June 2011 - February 2015 · 3 yrs 8 mos
David Lerner Associates, INC.Broker
July 2003 - July 2011 · 8 yrs
Pb Funding CorporationBroker
April 2003 - June 2003 · 2 mos
Wells Fargo Investments, LLCBroker
May 2001 - October 2001 · 5 mos
Wells Fargo Securities INC.Broker
November 2000 - May 2001 · 6 mos
State Registrations13 states
CACTFLGALAMAMENJNYPARITXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jason Adam Hyde - Financial Advisor | AdvisorDiscover