MBL Advisors fees and pricing

Financial planner in Charlotte, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 11, 2026, MBL Advisors charges a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $10,000; “Where MBL Wealth works with corporate 401k and qualified plans, MBL Wealth reserves the right to charge a reasonable flat fee which will not exceed $10,000 per event for non-fiduciary advice in change in control situations around corporate acquisitions, mergers, dispositions or plan terminations.”

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

“Asset management fees are calculated and paid quarterly in advance or in arrears, depending on the type of relationship, and are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered.”
“Our minimum wealth management relationship annual fee is $40,000, which may be negotiable under certain circumstances.”
“For the initial period of portfolio management services, the first period’s fees will be calculated on a pro-rata basis at the end of the initial quarter.”

Its flat or project fee of $10,000 is above the North Carolina median of $4,800. 77% of the 172 other North Carolina planners that publish a flat or project fee charge less.
26 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

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: 1.25% a year
Minimum: $7,000 minimum fee (stated in brochure)
Clients: 270
Employees: 14
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $1,422,868,828
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 305176
Website: mbl-advisors.com (opens in new tab)
Phone: (704) 333-8461

Is something on this page wrong or out of date?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