MOOBERRY FINANCIAL MANAGEMENT, LLC

Overview

Mooberry Financial Management, LLC is structured as a limited liability company that provides financial planning primarily for individual and family clients. The firm operates more as a fee-for-service advisory practice — its fee model is hourly and fixed-fee engagement rather than a traditional AUM-based model. In addition to offering financial planning, the firm maintains cross-functional business activities: it acts as a registered representative of a broker-dealer and also performs insurance brokerage, accounting and law firm functions. Mooberry Financial Management, LLC is not listed as an active ESG investor, does not operate as a capital allocator, and does not provide pension consulting. The firm’s profile points to a client-advice focus: advising households on planning and implementation rather than running discretionary asset management platforms or allocating capital into third-party private funds. The multiple professional service roles (broker-dealer rep, insurance broker, accountant and law firm) suggest the firm integrates insurance, brokerage placement and professional-practice services into its planning engagements.

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