M Financial Planning Services, Inc fees and pricing
Financial planner in Marlton, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, M Financial Planning Services, Inc charges $200-$300 an hour, a flat or project fee of $1,500-$6,000, and a quarterly fee of $250-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“AND CONSULTING SERVICES (STAND-ALONE) Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $6,000 on a fixed fee basis and from $200 to $300 on an hourly rate basis.”
- Flat or project fee
- $1,500-$6,000
From the same sentence as above.
- Quarterly fee
- $250-$750/qtr
“Clients pay an initial fee of between $1,500 and $3,000, and then pay a flat fee of between $250 and $750 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How M Financial Planning Services, Inc’s fees compare
- Its hourly rate of $200-$300 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$6,000 spans the New Jersey median of $5,000. 40% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About M Financial Planning Services, Inc
“Prior to engaging the Registrant to provide financial planning services, the client will be required to enter into a Financial Planning and Consulting Agreement setting forth the terms and conditions of the engagement.”
- Firm size: 9 employees.
- Founded: 1982 (44 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 9
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121207
- Phone
- (856) 810-7701
Can advise clients in 3 states: Florida, New Jersey, Pennsylvania
Other planners in Marlton that publish fees
- Cora Capital AdvisorsMarlton$1,500-$7,500
- Sound Wealth LLCMarlton$350/hr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.