PlannerFees

MGN and Co LLC fees and pricing

Financial planner in Santa Monica, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 29, 2026, MGN and Co LLC charges $100⁠-⁠$300 an hour and an annual fee of $200⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$300/hr
“Hourly fees are charged at a rate of $100.00 to $300.00 per hour, including meeting time and preparation time depending on the profile, complexity and scale of the project.”
Annual fee
$200⁠-⁠$1,000/yr
“The subscription fees for such publications will range between $200 per year and $1,000 per year depending on the frequency and tier of subscription selected by the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How MGN and Co LLC bills

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

  • “The first month's fees will be billed against an initial deposit, with the deposit amount agreed on in advance.”
  • “Billing for Advisory and Other Consulting Services is quarterly in arrears or on completion. ii.”
  • “Clients pay a flat fee and make a deposit against the fee as agreed in advance.”

How MGN and Co LLC’s fees compare

  • Its hourly rate of $100-$300 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
  • None of the 7 other planners in Santa Monica that publish an hourly rate charge less.
  • Its annual fee of $200-$1,000 is below the California median of $6,250. 6% of the 224 other California planners that publish an annual fee charge less.
  • None of the 2 other planners in Santa Monica that publish an annual fee charge less.

About MGN and Co LLC

“Types of Services Offered MGN and Co primarily provides advisory services in the field of Financial Planning and Analysis and Investment Management Advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Mark Nedlin
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Employees
1
Services reported to regulators
Financial planning, newsletters and publications, educational seminars and workshops, and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306983
Website
mgnandco.com (opens in new tab)
Phone
(310) 626-2545

Other planners in Santa Monica that publish fees

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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.