Money Pilot Financial Advisor LLC (MPFA) provides financial planning services at two levels: Individual Value and Group Value. Both offer a comprehensive financial plan with ongoing advice and updates, but the Group Value plan is delivered in a group setting. MPFA also offers investment management services through third-party managers, assisting clients in selecting an appropriate allocation model and reviewing the manager's performance. Additionally, MPFA offers tax preparation and planning services through a third-party firm, PIM Tax Services.
Fee Structure
Money Pilot Financial Advisor LLC (MPFA) does not directly manage investments. Instead, MPFA helps you select a third-party investment manager. The fee you pay covers both MPFA's advisory fee and the third-party manager's fee. MPFA's fee is not listed in the brochure.