Malone Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Malone Financial Planning LLC provides fee-only investment management and financial planning services to individual and high-net-worth clients. The firm offers ongoing wealth management with discretionary portfolio oversight as well as limited-scope, one-time financial planning engagements that cover topics such as retirement, college savings, business planning, insurance review, tax planning, and estate planning.
The firm develops personalized investment policies through client discussions and implements portfolios using a mix of passive and active strategies, with analysis that includes fundamental and technical methods and attention to asset allocation and tax efficiency. It also offers socially responsible investing options and may construct custom ESG portfolios when requested, and it relies on institutional custodial platforms that provide digital account opening and software support.
Distinctive features include its recent founding in 2023 and its very small, boutique scale—managing about $2.0 million for five clients as a sole practitioner—while maintaining no account minimum and a fee-only, non-commission business model. The firm coordinates with third-party attorneys and tax professionals when needed and discloses that its institutional relationships may provide technology and support benefits that could influence custodian recommendations.
Client services
Expertise
Fee options
Fixed fees range from $500 to $15,000
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
$400 per hour
Fee-only: Fixed fees range from $500 to $15,000; Hourly rate is $400 per hour
Main office
Mc Kinney TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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