Mascagni Wealth Management, Inc. fees and pricing
Financial planner in Clinton, Mississippi. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Mascagni Wealth Management, Inc. charges $250 an hour and a flat or project fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“This fee range is based on an estimated hourly charge of approximately $250 per hour.”
- Flat or project fee
- $750-$2,500
“For preparation of comprehensive financial plans, our fees normally range from $750 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mascagni Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will provide you with an invoice upon delivery of your comprehensive financial plan.”
- “Our financial planning fee is negotiable prior to engagement and we may, at our discretion, reduce or, in some circumstances, waive the financial planning fee.”
- “You will be invoiced on a semi-annual basis in advance for the following six-month period in an amount equal to half of the annual fee, as calculated upon your most recent Anniversary Date.”
How Mascagni Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 is below the Mississippi median of $300. 20% of the 10 other Mississippi planners that publish an hourly rate charge less.
- Its flat or project fee of $750-$2,500 is below the Mississippi median of $3,000. None of the 13 other Mississippi planners that publish a flat or project fee charge less.
About Mascagni Wealth Management, Inc.
“The SEC’s web site also provides information about any persons affiliated with MASCAGNI WEALTH MANAGEMENT who are registered, or are required to be registered, as investment adviser representatives of MASCAGNI WEALTH MANAGEMENT.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 711
- Employees
- 6
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $424,500,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115046
- Phone
- (601) 925-8099
Can advise clients in 3 states: Louisiana, Mississippi, Texas
Other planners in Clinton that publish fees
- Brick Street FinancialClinton$500/hr, $1,500-$2,500
- Barnes Pettey Financial Advisors, LLCClarksdale$750-$3,000
- Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
- Caldric CapitalSeminary$200/hr
- Collaborative AdviceMadison$300/hr, $2,000-$10,000
- Duncan Wealth Management, LLCMadison$300/hr, $1,000-$15,000
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.