Malone Financial Planning (MFP) offers wealth management, which includes investment management and financial planning, and financial planning services on a one-time engagement basis. MFP creates investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. MFP is a fee-only firm, receiving compensation solely from clients.
Assets Under Management$780K
Clients3
Advisors1
Avg. per Client$260K
Avg. per Advisor$780K
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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