About MF Advisers, Inc.
MF Advisers, Inc. helps individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice, and financial planning. We are a fee-only RIA firm & fiduciary based in Dallas, PA and Jensen Beach, FL.
Our #1 priority as a fiduciary is to do what is in your absolute best interest without exception. With 30 years of licensed financial advisory experience, over 10 years of professional education, and an unwavering commitment to improving your financial situation, MF Advisers, Inc. is the advisory firm to best serve YOU.
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
2-4
CRD#
5060087
Firm CRD#
155518
Name of Custodial Firm
Charles Schwab
States Licensed in
PA
Years of Experience in Financial Services
20
Number of Years with Current Firm
15
Work Experience
CEO, MF Advisers, Inc.
Jan. 2011 Present
CEO, MF Tax & Accounting, Inc.
Jan. 2011 Present
Financial Advisor, Edward Jones
Nov. 2005 Dec. 2010
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
AAMS®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
198
Assets Managed by Firm
$40,500,000
Advisor's Number of Clients
198
Total Assets Under Management by Advisor
$40,500,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
0
Compensation Methods
Based on Assets, Hourly
Fee % Based on Assets
1%/year
Hourly Rate
$175
Additional Details on Charges
AUM fee is 1%/yr with breakpoints starting once clients reach $500K
Education
BA -
Bloomsburg University
-
BA - History
Bloomsburg University
1991 -1996
BA - History
Bloomsburg University
1991 -1996
BA - History
Bloomsburg University
1991 -1996
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886613/financialplanners-MF-Advisers,-Inc.-detailed-disclosure.html