Mason & Associates, LLC
Newport News, Virginia
Mason & Associates, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 11 employees and 414 individual clients, 172 of them high net worth.
- Its average account is about $279,000 (assets it manages divided by its 1,687 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Newport News, Virginia |
|---|---|
| Website | masonllc.net |
| [email protected] | |
| Phone | (757) 223-9898 |
Questions about Mason & Associates, LLC
How is Mason & Associates, LLC paid?
Mason & Associates, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Mason & Associates, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Mason & Associates, LLC, and 3 hold the CFP.
What is the average account at Mason & Associates, LLC?
Mason & Associates, LLC's average account is about $279,000. That's the assets on its Form ADV divided by its 1,687 accounts.
What does Mason & Associates, LLC specialize in?
Mason & Associates, LLC's advisors and website list retirement planning, estate & legacy planning and pension planning.
Is Mason & Associates, LLC accepting new clients?
Yes, according to Mason & Associates, LLC's website, checked October 28, 2026.
Mason & Associates, LLC fees
Mason & Associates, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $471 million |
| Individual clients | 242 |
| High-net-worth clients | 172 |
| Accounts managed | 1,687 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-119343) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 307206 |
Advisors at this firm (5)
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