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
Website
mfgplanners.com (opens in new tab)
Phone
(412) 341-2888

Can advise clients in 2 states: Pennsylvania, Texas

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