Michael Thomas
MG Financial · Braintree, Massachusetts
Michael Thomas is a fee-only financial advisor at MG Financial in Braintree, Massachusetts. Michael focuses on tax planning, estate & legacy planning and founders (pre-exit). MG Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Founders
Facts
| Firm | MG Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.13B across 137 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8158706 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mgfinancial.com |
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Questions about Michael
Is Michael Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MG Financial 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, MG Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Michael Thomas based?
Michael Thomas is based in Braintree, Massachusetts.
What does Michael specialize in?
Michael's specialties include tax planning, estate & legacy planning and founders (pre-exit). Michael works with ultra high net worth and founders.
Is Michael Thomas registered with the SEC?
Yes. Michael Thomas is registered as an investment adviser representative in MA (CRD 8158706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MG Financial manage?
MG Financial reports $1.13B across 137 accounts in assets under management.
How do I contact Michael Thomas?
Through Michael's website, www.mgfinancial.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
- MG 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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