Mash Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$2,000

“The fixed fee can range between $250.00 and $2,000.00 The fee is negotiable.”

Annual fee

Up to $15,000/yr

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee ranging from $0 to $15,000, depending on complexity and needs of the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mash Financial Planning bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Mash Financial Planning’s fees compare

• Its flat or project fee of $250-$2,000 is below the Florida median of $4,900. 10% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
• Its annual fee of up to $15,000 spans the Florida median of $4,800. 66% of the 97 other Florida planners that publish an annual fee charge less.
• 1 of the 2 other planners in Jacksonville that publish an annual fee charge less.

About Mash Financial Planning

• Principal: Matthew Riggins
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$1,200 minimum fee (stated in brochure)

Clients

45

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$13,882,670

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300937

Website

mashfinancialplanning.com (opens in new tab)

Phone

(904) 449-7600

Can advise clients in 2 states: Florida, Georgia

Other planners in Jacksonville that publish fees

• Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500⁠-⁠$4,000
• Attainable WealthJacksonville$300/hr, $3,600⁠-⁠$8,000
• Contemporary Financial PlanningJacksonville$1,000⁠-⁠$25,000, $1,250⁠-⁠$6,000/qtr
• CovingtonalsinaJacksonville$150⁠-⁠$500/hr, $500⁠-⁠$5,000
• Create Wealth Financial Planning LLCJacksonville$1,000
• Img Wealth Management, Inc.Jacksonville$150/hr

Compare all 36 planners in Jacksonville