Theodore Massaro

M Financial Planning Services offers subscription-based financial planning geared toward young professionals, featuring four different levels of service with ongoing quarterly fees. Subscription clients pay an initial fee of between $1,500 and $3,000, followed by a flat quarterly fee ranging from $250 to $750. Each subscription level includes at least an annual review, custom reports, and in-person meetings with monthly check-ins via email, phone, or video calling.

• Standard financial planning and consulting — Fixed fees generally range from $1,500 to $6,000 depending on the scope of the engagement.
• Hourly consulting — Ranging from $200 to $300 per hour for specific financial questions.
• Subscription planning initial setup — Initial fee ranging from $1,500 to $3,000 to establish the planning relationship.