<!–
How does the advisor help clients – Key Takeaways:
MAB Financial Planning is committed to providing expert financial advice and guidance to help clients achieve their financial goals. Here are some key things to know about how MAB Financial Planning can help you:
- They offer a comprehensive range of financial services to address various financial needs.
- MAB Financial Planning takes a personalized approach to create customized financial plans for each individual client.
- They prioritize open communication and transparency to ensure clients are informed and involved in the decision-making process.
- MAB Financial Planning takes a holistic approach to wealth management, considering all aspects of a client’s financial situation, including taxes, insurance, and estate planning.
- Their team of experienced advisors stays up-to-date on market trends and changes in the financial world to provide informed and strategic advice to clients.
Facts and Insights
Here are some key facts and insights about MAB Financial Planning:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 20 years |
These numbers demonstrate the success and longevity of MAB Financial Planning and the trust that clients have in their services.
Financial Services Offered
MAB Financial Planning offers a wide range of financial services to address the various needs of their clients. These services include:
- Investment advisory services
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Debt management
- Business planning
With this comprehensive suite of services, MAB Financial Planning is equipped to help clients at any stage of their financial journey.
Client Types
MAB Financial Planning caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporations and organizations
No matter the client type, MAB Financial Planning takes a personalized approach to create tailored financial plans to suit their specific needs and goals.
Fees & Compensation
MAB Financial Planning is a fee-only advisor, which means they are compensated through fees paid directly by their clients. This model ensures that their interests are aligned with their clients’ and they prioritize acting in their clients’ best interests. Their fees may include a percentage of assets under management, an hourly rate, or a fixed fee.
In addition to their fees, MAB Financial Planning may also receive compensation from third-party providers, such as mutual fund companies, for recommending their products. However, they prioritize transparency and will disclose any potential conflicts of interest to their clients.
Background
MAB Financial Planning was founded in 2000 by financial expert Michael A. Brown. With over 20 years of experience in the financial industry, Brown leads a team of experienced advisors who are dedicated to helping clients achieve their financial goals. MAB Financial Planning has a strong reputation for their personalized approach and commitment to putting their clients’ needs first.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any disclosures that may impact their services. Here are some important disclosures to know about MAB Financial Planning:
- MAB Financial Planning is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are bound by strict regulations and are held to a fiduciary standard, meaning they must act in their clients’ best interests at all times.
- None of the advisors at MAB Financial Planning have any disciplinary actions on their record, according to the SEC’s Investment Advisor Public Disclosure (IAPD) database.
- MAB Financial Planning has no legal or disciplinary actions against the firm, according to the IAPD database.
<!–
–>