Firm
Mullaney Financial & Tax
Woodland Hills, California
Fee-only
Mullaney Financial & Tax at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 33 individual clients, 25 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Woodland Hills, California |
|---|---|
| Website | mullaneyfinancial.com |
| Phone | (703) 863-5416 |
Mullaney Financial & Tax fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $7,800 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"The fee is $7,800 ." source
"Our financial planning process is a ninety (90) day process" source
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 8 |
| High-net-worth clients | 25 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 9, 2026 |
| SEC record | CRD 299906 |