Theodore Massaro
Theodore Massaro is a ChFC-designated registered investment advisor at M Financial Planning Services, INC, based in Marlton, NJ, with 48 years of industry experience. Theodore 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore operates his LPL business through M Financial Planning Services, Inc. and is a registered investment advisor DBA M Financial Planning Services, Inc. through Asset Management Assoc. of Medford Inc. Theodore also sells non-variable life, disability, and long-term care insurance, dedicating about 10-20% of his time to this activity, and owns rental real estate.
Employment History
Current Registrations
M Financial Planning Services, INC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
W. S. Griffith & CO., INC.Broker
Sg Equities CorporationBroker
Investment Distributors INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations18 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.