M Financial Planning Services, Inc
Firm details
- Headquarters
- Marlton, New Jersey
- CRD number
- 121207
- Website
- www.mfinancial.us
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
M Financial Planning Services, Inc. is organized as a corporation and is owned by an individual. The firm’s primary advisory activity is financial planning rather than discretionary portfolio management. Its stated fee arrangements include hourly billing, fixed fees, and other non-AUM charge structures. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator. It maintains an affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Theodore Massaro
PrincipalCRD 841358
Edward Garruto
Certified Financial PlannerCRD 5953985
Anthony Massaro
Registered RepresentativeCRD 6532669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marlton, NJ
Burlington
Location
Marlton, NJ
Headquartered in Marlton, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Burlington
- Address
- 57 S Maple Ave
- Time zone
- ET (UTC-5)
- Office locations
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