Mogle Financial Solutions is a registered investment advisor based in Littleton, Colorado, founded in 2026 by Mark Mogle. The firm offers portfolio management and financial planning services to individuals and families, typically focusing on clients with at least $500,000 in investable assets. Mogle Financial Solutions builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, cash equivalents, and third-party model portfolios. In addition to managing investments, the firm provides ongoing financial planning that covers cash flow and debt management, retirement projections, financial goal setting, risk management, and tax planning strategies. Mogle Financial Solutions operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Advisory fees are negotiable and typically range from 1.15% to 0.85% annually, paid quarterly in arrears.