MFC Portfolios, Inc fees

Financial planner in Darien, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, MFC Portfolios, Inc (Darien, CT) charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.

Hourly rate: $300/hr; Matches the Connecticut median of $300; 46% of the 48 other planners in Connecticut that publish an hourly rate charge less. The one other planner in Darien charges less.; “The hourly fee is $300/hour and is paid after the consultations.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Also charges a % of assets: Yes
Minimum: None stated in the brochure
Credentials held at the firm: CFP® professional (opens in new tab) and ChFC®
Team size: 2 employees

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

“Hourly fees are billed at the end of the month they were incurred.”
“For written retirement and financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”

How the firm is paid: Hourly fees and a percentage of assets under management
Clients: 37
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $61.4 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 30, 2026
CRD number: 150711 (opens in new tab)
Website: mfcportfolios.com (opens in new tab)
Phone: (301) 990-9290

Registered in 2 states: Connecticut, 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Is something on this page wrong or out of date?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.