MFG Private Wealth fees and pricing
Financial planner in Canonsburg, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 14, 2026, MFG Private Wealth charges $200-$500 an hour and a flat or project fee of $500-$250,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“The hourly fee for these services is between $200 and $500.”
- Flat or project fee
- $500-$250,000
“The negotiated fixed rate for creating client financial plans is between $500 and $250,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MFG Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of MFG's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of MFG's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may select the method in which they are billed.”
How MFG Private Wealth’s fees compare
- Its hourly rate of $200-$500 spans the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Canonsburg that publish an hourly rate charge less.
- Its flat or project fee of $500-$250,000 spans the Pennsylvania median of $3,650. 100% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 3 of the 3 other planners in Canonsburg that publish a flat or project fee charge less.
About MFG Private Wealth
- Firm size: 4 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
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
- 1.25% a year
- Clients
- 777
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $145,509,045
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334574
- Phone
- (412) 341-2888
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Canonsburg that publish fees
- Braun-Bostich & Associates Inc.Canonsburg$1,500-$20,000
- Giffin Planning Services, Inc.Canonsburg$200/hr, $1,000-$4,000
- Grant Street Asset Management IncCanonsburg$5,000
- Storie Financial Advisory LLCCanonsburg$75-$255/hr
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.