Firm
MB Financial Planning
Richmond, Rhode Island
Fee-only
MB Financial Planning at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 59 individual clients, 4 of them high net worth.
- Its average account is about $42,000 (assets it manages divided by its 135 accounts).
Facts
| Based in | Richmond, Rhode Island |
|---|---|
| Website | mbfinancialplanning.org |
| Phone | (401) 789-0459 |
MB Financial Planning fees
MB Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $6 million |
| Individual clients | 55 |
| High-net-worth clients | 4 |
| Accounts managed | 135 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 289141 |
Advisors at this firm (1)
Other fee-only firms in Rhode Island
- McGuire Wealth Management · Wakefield
- Old Forge Wealth Management · Warwick
- Parsons Capital Management · Providence
- Quahog Investments · Richmond
- Sheeley & Partners Wealth Management · Providence
- SK Wealth Management · Providence
- Slocum, Gordon & · Newport
- South County Wealth Planning · Saunderstown