Mary Margolis
MBR Financial · Houston, Texas
Mary Margolis is a fee-only financial advisor at MBR Financial in Houston, Texas, who holds the CFP credential. Mary charges a percentage of assets, a flat fee or retainer and hourly fees and focuses on retirement planning, divorce financial planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
- Founders
Facts
| Firm | MBR Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Assets under management | $956.4M across 1,516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2203255 |
| Exams passed | Series 63 (1992) · Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mbrfinancial.com |
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Questions about Mary
Is Mary Margolis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and MBR Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary charges a percentage of assets, a flat fee or retainer and hourly fees.
Where is Mary Margolis based?
Mary Margolis is based in Houston, Texas.
What does Mary specialize in?
Mary's specialties include retirement planning, divorce financial planning, estate & legacy planning and tax planning. Mary works with retirees, pre-retirees, mid-life transitions, divorced individuals and founders.
What credentials does Mary Margolis hold?
Mary Margolis holds the CFP credential.
Is Mary Margolis registered with the SEC?
Yes. Mary Margolis is registered as an investment adviser representative in TX (CRD 2203255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBR Financial manage?
MBR Financial reports $956.4M across 1,516 accounts in assets under management.
How do I contact Mary Margolis?
Through Mary's website, www.mbrfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MBR Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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