Michael Mason
Mason & Associates · Newport News, Virginia
Michael Mason is a fee-only financial advisor at Mason & Associates in Newport News, Virginia, who holds the CFP and ChFC credentials. Mason & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mason & Associates |
|---|---|
| Based in | Newport News, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $471.4M across 1,687 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, VA · CRD 1663788 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.masonllc.net |
How Michael's firm compares
- Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).
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Questions about Michael
Is Michael Mason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mason & Associates 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, Mason & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Mason based?
Michael Mason is based in Newport News, Virginia.
What credentials does Michael Mason hold?
Michael Mason holds the CFP and ChFC credentials.
Is Michael Mason registered with the SEC?
Yes. Michael Mason is registered as an investment adviser representative in TX and VA (CRD 1663788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Mason & Associates manage?
Mason & Associates reports $471.4M across 1,687 accounts in assets under management.
How do I contact Michael Mason?
Through Michael's website, www.masonllc.net.
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
- 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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