MF Advisers, Inc. fees and pricing

Financial planner in Dallas, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, MF Advisers, Inc. charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $175.”

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

“Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $175 is below the Pennsylvania median of $250. 13% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 177
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $35,678,443
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155518
Website: yelp.com/biz/mf-advisers-dallas (opens in new tab)
Phone: (570) 760-6524

Can advise clients in 2 states: Florida, Pennsylvania

Is something on this page wrong or out of date?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