Mosher Financial Advisors provides comprehensive financial planning and investment research, analysis, and advice to individuals, families, and businesses. Founded in 2017 as the successor to an advisory firm operating since 1984, the registered investment advisor focuses on creating personalized strategies that encompass retirement goals, insurance needs, estate documentation, tax situations, and historical investments. While Mosher Financial Advisors does not directly hold client portfolios or manage assets on a discretionary basis, the firm researches investment products and frequently recommends third-party money managers and specific securities. Clients can choose to implement these recommendations through affiliated registered representatives associated with a separate broker-dealer, though they are under no obligation to do so. The team includes multiple Certified Financial Planner professionals with decades of industry experience.
Fee Structure
Mosher Financial Advisors does not directly manage investment portfolios. Instead, the firm recommends third-party money managers who charge their own management fees based on the value of your portfolio, typically ranging from 1% to 1.5% per year. These managers collect fees directly from your custodial account and may share a portion of the fee with Mosher Financial Advisors representatives.