MP Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2016. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The Registrant’s financial planning and consulting fees are negotiable, but generally up to $50,000.00 on a fixed fee basis and/or from $90. to $350 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

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

How MP Financial Services, LLC’s fees compare

• Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.

About MP Financial Services, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2009 (17 years).

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

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149926

Phone

(413) 739-1800

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

Compare all 463 planners in Massachusetts