MG Financial LLC fees and pricing

Financial planner in Braintree, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, MG Financial LLC charges $85⁠-⁠$850 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $85⁠-⁠$850/hr; “These hourly rates range from $85 to $850 an hour.”

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

“Fees are generally non-negotiable, however, due to special circumstances, some legacy clients have a fixed fee schedule or vary from the asset-based fee schedule described below.”
“Any assets to be excluded will be clearly indicated on the client’s invoice and agreed to in advance by both parties.”
“Other Fees and Pertinent Information Additionally, we may charge a fixed fee or an hourly rate, as discussed with you in advance, for projects not covered by our asset-based fee.”

Its hourly rate of $85-$850 spans the Massachusetts median of $300. 88% of the 183 other Massachusetts planners that publish an hourly rate charge less.
5 of the 6 other planners in Braintree that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Clients: 115
Employees: 9
Works with: Individuals, high net worth individuals, pooled investment vehicles, and charities
Services reported to regulators: Financial planning, portfolio management for pooled investment vehicles, and selecting other advisers
Assets managed: $1,128,972,031
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107649
Website: mgfinancial.com (opens in new tab)
Phone: (781) 848-1163

Is something on this page wrong or out of date?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