Mfa Wealth Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial planning is available at the hourly fee of $350.00 or calculated on a flat fee basis.”

Quarterly fee

$500⁠-⁠$12,500/qtr

“The fixed fee, when utilized, is for small accounts and ranges from $500 – $12,500 per quarter, or for assets under advisement where assets are difficult to value, such as real estate and business interests where a reasonable fee is calculated based in part on AUM fee schedule.”

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

How Mfa Wealth Services bills

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

• “Investment advisory fees are billed quarterly, in arrears, at the beginning of each calendar quarter based on the value (market value or fair market value in the absence of market value), of the client’s account at the end of the quarter.”
• “The fees are prorated to account for incomplete quarters.”
• “The subsequent fees are due and payable as of the end of each calendar quarter that follow.”

How Mfa Wealth Services’ fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Thousand Oaks that publish an hourly rate charge less.

About Mfa Wealth Services

• Firm size: 3 employees.
• Founded: 2002 (24 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

1.5% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

224

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$309,972,977

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169013

Website

mfaws.com (opens in new tab)

Phone

(833) 496-5474

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Idaho, Indiana, North Carolina, New Jersey, New Mexico, Nevada, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Thousand Oaks that publish fees

• Buff Your FinancesThousand Oaks$350/hr, $1,000⁠-⁠$10,000
• Carty Financial, Inc.Thousand Oaks$400/hr
• Cedarstone AdvisorsThousand Oaks$300⁠-⁠$500/hr
• ConfideThousand Oaks$200/hr, $3,000⁠-⁠$6,000
• De Groote Financial Group, LLCThousand Oaks$1,000/hr, $25,000
• Farrell Financial, Inc.Thousand Oaks$250⁠-⁠$350/hr, $6,450

Compare all 17 planners in Thousand Oaks