MALAKOFF WEALTH

Overview

Malakoff Wealth operates as a limited liability company under individual ownership and positions itself around advisory and planning services rather than as a capital allocator or institutional consultant. FINTRX lists its primary advisory activity as financial planning services. The firm’s fee schedule includes hourly billing, fixed fees and other non-AUM fee arrangements, which is consistent with a fee-for-service planning model rather than a discretionary, assets-under-management business. The profile indicates the adviser does not identify as an active ESG investor, is not classified as a multi-state adviser, and is not marked as a pension consultant or related adviser. FINTRX does not provide a standard broker/consultant classification for the firm beyond the LLC and owner-type descriptors.

Assets & Accounts

Investments & Alternatives