Mullaney Financial & Tax, Inc. offers financial planning services to individuals, families, and employers. They provide comprehensive and a la carte services, including financial planning, investment advice, insurance advice, and tax advice. MFT does not sell products or manage money. They focus on creating detailed financial plans to help clients achieve their financial goals.
Assets Under ManagementN/A
Clients33
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Detailed Financial Plan and Recommendations: $7,000 for new clients, includes a comprehensive evaluation of your current and future financial state.
- Revised Detailed Financial Plan and Recommendations: $5,250 for previous clients, includes a revised financial plan.
- Hourly Extension of Detailed Financial Plan and Recommendations or Revised Detailed Financial Plan and Recommendations: $480 per hour, billed in quarter-hour increments.
- Fourth Quarter Tax Planning: $2,200 for previous clients, includes year-end tax planning recommendations.
- 72(t) Payment Plan Engagement: $2,500 for previous clients, includes recommendations regarding substantially equal periodic payments.
One-Time Plan:$2,200 - $7,000
Hourly Rate:$480/hr
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