# Myfinancialpro, LLC

> Myfinancialpro, LLC is a state-registered investment advisory firm in Shelton, CT, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 136724
- Filed as: MYFINANCIALPRO, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Shelton, CT
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136724
- AdvisorCensus page: https://advisorcensus.com/firm/myfinancialpro-llc-shelton-ct-136724

## Quick answers

**How is Myfinancialpro, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Myfinancialpro, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Myfinancialpro, LLC located?**
Myfinancialpro, LLC's principal office is in Shelton, CT, according to its Form ADV.

**Is Myfinancialpro, LLC registered with the SEC or a state?**
Myfinancialpro, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136724.

**How much does Myfinancialpro, LLC manage?**
Myfinancialpro, LLC reports $58,354,000 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does Myfinancialpro, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (18).

**Does Myfinancialpro, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136724

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $58,354,000
- Discretionary: $58,354,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $6,501,000 |
| High net worth individuals | 18 | $51,853,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myfinancial.pro
- LinkedIn @3031555

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Myfinancialpro, LLC (CRD 136724): Form ADV filing data as of October 2026.