Mullaney Financial & Tax, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$7,800

“The fee for Detailed Financial Plan and Recommendations is $7,800 (for financial planning agreements issued by MFT on or after September 9, 2026).”

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

How Mullaney Financial & Tax, Inc. bills

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

• “If MFT cancels the engagement early it will refund the previously collected $3,900.”
• “If MFT cancels the engagement early it will refund the previously collected $2,925.”
• “All hourly fees are billed in quarter-hour increments with a partial increment rounded up to a whole increment.”

How Mullaney Financial & Tax, Inc.’s fees compare

• Its flat or project fee of $7,800 is above the California median of $5,000. 73% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Woodland Hills that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Mullaney Financial & Tax, Inc.

• Principal: Sean W. Mullaney
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

33

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299906

Website

x.com/MullaneySeanW (opens in new tab)

Phone

(703) 863-5416

Other planners in Woodland Hills that publish fees

• Coulombe and Sons Wealth ManagementWoodland Hills$250/hr, $2,500⁠-⁠$6,500
• Hesen & HaslamWoodland Hills$350/hr, $10,000
• Oder Investment Management, LLCWoodland Hills$200/hr, $1,000⁠-⁠$5,000
• Pacific Oak Financial Planning LLCWoodland Hills$3,000⁠-⁠$12,500, $1,500⁠-⁠$6,250/qtr
• Paragon Financial PartnersWoodland Hills$3,500⁠-⁠$100,000
• R-Tech Advisors, Inc.Woodland Hills$2,500⁠-⁠$25,000/yr

Compare all 14 planners in Woodland Hills