MOGLE FINANCIAL SOLUTIONS

Overview

Mogle Financial Solutions operates as a small limited liability company focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm offers a dual fee model—percentage of assets under management and hourly charges—which indicates it can serve both ongoing investment clients and those seeking standalone planning work. The adviser is not an active ESG investor, is not set up as a capital allocator, and does not identify as a pension consultant or related adviser. The available profile shows an unclassified organizational footprint with no multi-state advisory designation and an unknown SEC registration year. Taken together, the information points to a boutique practice that emphasizes personalized planning work and client-level portfolio management rather than large-scale institutional mandates.

Assets & Accounts

Location & Offices