Michael Bronson
MB Financial Planning · Richmond, Rhode Island
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.
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Specialties
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 | $5.7M across 135 accounts |
| SEC registration | Investment adviser representative in RI · CRD 6831876 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mbfinancialplanning.org |
How Michael's firm compares
- MB Financial Planning's average account is about $42,000, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Other advisors in Rhode Island who focus on estate & legacy planning
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
- MB Financial Planning 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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