Anthony Massaro
Anthony Massaro is a CFP-designated registered investment advisor at M Financial Planning Services, INC, based in Marlton, NJ, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
M Financial Planning Services offers subscription-based financial planning, primarily for young professionals. There are four different subscription levels with an initial fee between $1,500 and $3,000, followed by a quarterly fee between $250 and $750. Each level includes at least an annual review, custom reports, and in-person meetings with monthly check-ins.
M Financial Planning Services offers financial planning and consulting services with fees ranging from $1,500 to $6,000 on a fixed fee basis. They also offer services at an hourly rate of $200 to $300.
Location
57 South Maple Avenue, Marlton, NJ, 08053-2031
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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.
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Anthony operates under the DBAs M Financial Planning Services, Inc. and Asset Management Associates of Medford, Inc. He provides administrative support to the latter, an independent investment advisor firm, dedicating about 10-20% of his time.
Employment History
Current Registrations
M Financial Planning Services, INC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations15 states
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.