Msa Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“Financial Planning and Consulting Services MSA Financial offers financial planning or consulting services on an hourly basis ranging from $100 to $1,000 per hour or on a fixed fee basis ranging from $1,000 to $5,000.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

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

How Msa Financial bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “In the event that a deposit in excess of $50,000 occurs mid-quarter, the fee for that quarter will be recalculated at quarter-end and the account[s] will be billed a second fee pro-rata, in arrears, based on the additional deposits.”
• “In the event that a withdrawal in excess of $50,000 occurs mid-quarter, the fee for that quarter will be recalculated at quarter-end and the account will be refunded the pro-rata fee that was attributable to the amount of the withdrawal.”

How Msa Financial’s fees compare

• Its hourly rate of $100-$1,000 spans the Massachusetts median of $300. 96% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 6 of the 6 other planners in Braintree that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Massachusetts median of $4,750. 35% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Braintree that publish a flat or project fee charge less.

About Msa Financial

• Firm size: 19 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2011 (15 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

Highest asset based fee in brochure

1.5% a year

Clients

1,324

Employees

19

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services

Assets managed

$1,405,327,219

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

107768

Website

linkedin.com/company/marino-stram-&-associates (opens in new tab)

Phone

(781) 843-3500

Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont

Other planners in Braintree that publish fees

• Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
• Genesis Wealth Advisors, LLCBraintree$500⁠-⁠$5,000
• Kelly Financial Services LLCBraintree$125/qtr, $500/yr
• Little House Capital, LLCBraintree$400/hr, $1,000⁠-⁠$5,000
• MG Financial LLCBraintree$85⁠-⁠$850/hr
• Najarian Financial LLCBraintree$100⁠-⁠$250/hr, $500⁠-⁠$2,000

Compare all 11 planners in Braintree