MG Financial, Inc. fees
Financial planner in Seattle, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, MG Financial, Inc. (Seattle, WA) charges $275 an hour and a flat or project fee from $2,900 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Hourly rate
- $275/hr
Below the Seattle median of $325; 31% of the 29 other planners in Seattle that publish an hourly rate charge less. Below the Washington median of $300; 39% of the 149 other planners in Washington charge less.
“Depending on the engagement, additional services are offered at $275 per hour or for additional fees on an a la carte basis…”
- Flat or project fee
- From $2,900
Starts at $2,900; the Seattle median is $8,000. Starts at $2,900; the Washington median is $3,750.
“We charge a fixed fee for financial planning, which starts at $2,900.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How MG Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Your financial planning contract is the invoice, and fees are payable in full following the signing of that contract and prior to the commencement of work.”
- “Investment fees that you pay to the MM are established and payable in accordance with the Form ADV Part 2 or other equivalent disclosure document provided by each MM to whom you are referred.”
- “Those fees may or may not be negotiable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 60
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Assets managed
- $63.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 6, 2026
- CRD number
- 169448 (opens in new tab)
- Phone
- (206) 749-0049
Other planners in Seattle that publish fees
- Newground Social InvestmentSeattleHourly $295/hr
- Alta Via Financial PlanningSeattleHourly $450/hr, Annual from $6,000/yr
- Kyarsip Financial Advisors LLCSeattleHourly $360/hr
- Two Firs FinancialSeattleHourly $275/hr, Flat $500-$6,000
- Ruby Pebble Financial Planning LLCSeattleHourly $400/hr, Flat $4,000-$15,000
- Sapling Wealth ManagementSeattleHourly $400/hr, Flat $4,000-$12,000
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.