Mooberry Financial Management provides comprehensive financial planning, tax planning, estate planning, and investment advice for individuals, small businesses, estates, and trusts. Founded by Doni L. Mooberry, the firm focuses heavily on non-security financial planning areas such as real estate strategies, insurance coverage, and major life changes, while also offering advice on mutual funds, stocks, and bonds through an independent broker-dealer relationship. In addition to financial planning and investment guidance, Mooberry Financial Management operates alongside independent practices in law, tax preparation, and insurance sales.
Assets Under ManagementN/A
Clients45
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Initial financial plan — Most often ranges from $600 to $4,500 based on the complexity of your situation, billed annually in arrears after the initial plan implementation.
- Additional hourly consulting — Offered to existing clients at hourly rates for specific projects or questions.
One-Time Plan:$600 - $4,500
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