Mannion Money Advisory
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About
Mannion Money Advisory provides financial planning, non-discretionary ad hoc consulting, and discretionary portfolio management to individuals, families, and small businesses, and also accepts corporate/business clients. The firm combines written financial plans with ongoing portfolio oversight and automated implementation of strategic allocations for managed accounts.
The firm follows a long-term, goals-based investment approach that emphasizes diversified asset allocation, cost-efficient ETFs, periodic rebalancing, and limited trading. It acts with discretionary authority for managed accounts, uses a single custodian platform for custody and trade execution, and employs block-ordering tools to support consistent rebalancing.
Compared with peers in the investment-manager category, the firm is notable for serving non‑institutional individual and small-business clients and for offering hourly ad hoc consulting and travel-expense billing alongside asset-based portfolio management. Its client-fee structure includes a proprietary discount mechanism that references objective inputs (including a short-term benchmark rate and client contribution history) to adjust asset-based fees, and the firm retains ownership of its financial planning deliverables.
Client services
Expertise
Fee options
$1,000 fixed fee for financial planning engagements
$0 - $1,000,000: 1.00% annually $1,000,000 - $1,000,000,000: discounted rate decreasing with asset size, capped at 1.00% annually $1,000,000,000+: fully-discounted rate (exact percentage not specified)
$100 per hour for ad hoc consulting, billed in full-hour increments
Minimum fee: $1,000 fixed fee for financial planning engagements Fee-only: Financial planning fixed fee of $1,000; ad hoc consulting at $100/hour
Main office
67 Forest St, Ste 350 08
Marlborough MA 01752
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Advisers.Mannion.Money LLC · Advisory.Mannion.Money LLC · Mannion Money Advisory
Disclosures
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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.
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