Mannion Money Advisory fees and pricing

Financial planner in Marlborough, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 3, 2026, Mannion Money Advisory charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “Ad hoc consulting is billed to the client as a $100 hourly fee, rounded up to full-hour increments; time spent traveling in service to clients is billed to the client at the same hourly rate, and miscellaneous expenses incurred in service are also billed to the client.”

Payment and refund terms, quoted from the fee section of the brochure.

“Financial planning engagements are billed to the client with an initial $1,000 fixed fee.”
“Asset-based portfolio management fees are deducted monthly in arrears from client accounts, based on the month’s average daily household balance.”
“Fee is non-negotiable, not deducted from client accounts, and we will pro rata refund any unearned portion if the engagement is terminated before completion.”

Its hourly rate of $100 is below the Massachusetts median of $300. 1% of the 183 other Massachusetts planners that publish an hourly rate charge less.
None of the 2 other planners in Marlborough that publish an hourly rate charge less.

“We provide financial planning, ad hoc consulting, and discretionary portfolio management services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $101,657
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331419
Phone: (888) 860-1760

Is something on this page wrong or out of date?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.