MB Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“If the calculated fee does exceed 3% AUM, then MBFP will track tasks and hours and earn the fees based on hours worked, based on an hourly rate of $250.”

Flat or project fee

$5,000⁠-⁠$10,000

“A One-Time Comprehensive Financial Plan costs $5000-$10,000, depending on the complexity of the client’s financial and tax situation.”

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

How MB Financial Planning LLC bills

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

• “Fees are generally negotiable and are paid as described below, directly by the client.”
• “In no event will MBFP collect more than $500.00 more than six months in advance from any client.”
• “It is billed in advance, based on a flat fee.”

How MB Financial Planning LLC’s fees compare

• Its hourly rate of $250 is below the Rhode Island median of $280. 27% of the 15 other Rhode Island planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the Rhode Island median of $3,625. 92% of the 13 other Rhode Island planners that publish a flat or project fee charge less.

About MB Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

Highest asset based fee in brochure

3% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$5,680,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289141

Website

mbfinancialplanning.org (opens in new tab)

Phone

(401) 789-0459

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Bountiful Investment Management LLCRumford$250/hr, $500⁠-⁠$5,000
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr

Compare all 42 planners in Rhode Island