MT FINANCIAL PLANNING

RIASEC Registered

Total AUM

$36.1M

Discretionary

0% of AUM

Avg account

$138K

Accounts

261

Employees

Advisory reps

Firm details

Headquarters: LAKE BARRINGTON, Illinois
CRD number: 307686
Website: www.mtfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.4%
Individuals34.78%
Pension & Profit Sharing Plans1.05%
Corporations / Businesses0.58%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MT Financial Planning is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. The firm is also identified as providing accounting-related services. Fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. MT Financial Planning is not described as an active ESG investor and is not identified as a multi-state or newly formed adviser.