Mary Mcmahon is a CFP-designated registered investment advisor at Msm Advisory, LLC, based in Dallas, TX, with 15 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSM Advisory does not directly manage investments. Instead, they recommend third-party investment managers. The fees for these managers range from 0.75% to 1.75% per year, depending on the program, strategies, holdings, account size, and services. MSM Advisory receives 0.50% to 1.50% of this fee for their consultation services and review of the manager relationships.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary is an independent insurance agent since 2008, dedicating up to 60% of her time to providing insurance products and services. She also owns residential investment real estate and is involved with Master Networks and Rotary International, each taking minimal time.
Employment History
Current Registrations
Msm Advisory, LLC
Previous Registrations
Msm Advisory, LLC
Msm Advisory, LLC
Msm Advisory, LLC
MML Investors Services, LLC
Hornor, Townsend & Kent, INC.
Prudential Financial Planning Services
MML Investors Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.