# Michael Bronson

> Michael Bronson is a fee-only financial advisor at MB Financial Planning in Richmond, Rhode Island. Michael focuses on estate & legacy planning, tax planning and retirement planning. MB Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-bronson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MB Financial Planning
- **Based in:** Richmond, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.7M across 135 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **CRD:** 6831876 (https://adviserinfo.sec.gov/individual/summary/6831876)
- **SEC registration:** Investment adviser representative in RI
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.mbfinancialplanning.org

## Frequently asked questions

### Is Michael Bronson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MB Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, MB Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Bronson based?

Michael Bronson is based in Richmond, Rhode Island.

### What does Michael specialize in?

Michael's specialties include estate & legacy planning, tax planning and retirement planning.

### Is Michael Bronson registered with the SEC?

Yes. Michael Bronson is registered as an investment adviser representative in RI (CRD 6831876), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MB Financial Planning manage?

MB Financial Planning reports $5.7M across 135 accounts in assets under management.

### How do I contact Michael Bronson?

Through Michael's website, www.mbfinancialplanning.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6831876): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mbfinancialplanning.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.