Mfac Financial Advisors, Inc. fees and pricing

Financial planner in Westlake Village, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Mfac Financial Advisors, Inc. charges $550 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $550/hr; “The hourly rate of $550 listed above exceeds the fee charged by most, if not all, Maryland based advisers.”

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

“Fees are deducted quarterly in advance from the client's account.”
“Alternatively, MFAC-FA may invoice its clients on a quarterly basis and receive payments directly from the client.”
“Firm Brochure and will have a period of five (5) business days from the date of signing the Agreement to unconditionally rescind the Agreement and receive a full refund of all fees paid at signing.”

Its hourly rate of $550 is above the California median of $300. 94% of the 932 other California planners that publish an hourly rate charge less.
7 of the 7 other planners in Westlake Village that publish an hourly rate charge less.

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% a year
Clients: 13
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $74,060,132
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 114519
Website: mfac-fa.com (opens in new tab)
Phone: (805) 409-0250

Can advise clients in 2 states: California, Maryland

Is something on this page wrong or out of date?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