Mascagni Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$409,800,000
Clients
711
Advisors
3
of 6 employees
About
Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and non-profit organizations. Its offerings include comprehensive financial planning across topics such as retirement income, estate and succession planning, education funding, divorce and elder-finance planning, in addition to portfolio management services.
The firm describes its advisory process as an ongoing, client‑specific engagement in which objectives, constraints, and preferences are identified and investment strategies implemented; its security analysis includes both fundamental analysis and charting, and it employs both long‑term and short‑term investment approaches. Mascagni generally operates on a non‑discretionary basis except for accounts enrolled in its discretionary wrap‑fee program, and it relies on client‑provided information and custodial statements for account reviews.
Several features noted in the firm’s brochure distinguish its practice: it is the sponsor of a discretionary wrap‑fee program and reports $424.5 million in discretionary assets under management, some associated persons are licensed to offer fixed insurance products and may receive commissions if clients purchase insurance, and the firm participates in a custodian investment‑adviser program that provides practice‑management tools and other economic benefits. The firm’s public materials also disclose the use of client endorsements and testimonials in advertising, a practice it identifies alongside its other disclosures.
Client services
Expertise
Fee options
Approximately $250 per hour for financial planning services
Account minimum: $100,000 (for discretionary wrap fee program); no minimum for financial planning services Fee-only: Financial planning fees normally range from $750 to $2,500 for initial plan, based on approx. $250/hour; updates minimum $250
Main office
205 E. Main Street
Clinton MS 39056
Advisors at this office
3
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Julius Randall Mascagni · Mascagni & Company · Mascagni & Company, Inc. · Mascagni Wealth Management · Mascagni Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Matthew B
CFP®, Series 63
Clinton, MS
Mascagni Wealth Management, Inc.
Matthew Brown is a CFP® with 29 years of industry experience. He has worked at Mascagni Wealth Management, Inc. since 2010 and previously spent over two decades at Investacorp, Inc. Brown serves as an elder at Morrison Heights Baptist Church in Clinton, MS. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and non-profit organizations. The firm employs both fundamental and technical security analysis and manages accounts primarily on a non-discretionary basis, with a discretionary wrap-fee program and a reported $424.5 million in discretionary assets under management.
Julius M
CFP®, Series 63
Clinton, MS
Mascagni Wealth Management, Inc.
Julius Mascagni is a CFP®-certified financial advisor with 37 years of industry experience. He has worked at Mascagni Wealth Management, Inc. since 2010 and previously spent over 30 years with Investacorp Inc. Mascagni is involved in managing several land and timber ownership ventures in Mississippi. Mascagni Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and nonprofit organizations. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis with long-term and short-term investment strategies.
Collin M
Series 66
Clinton, MS
Mascagni Wealth Management, Inc.
Collin Mascagni is a financial advisor at Mascagni Wealth Management, Inc. in Clinton, MS, holding a Series 66 designation with 15 years of industry experience. He worked at Investacorp Inc. from 2011 to 2019 and has been with Mascagni Wealth since 2011. Outside of his advisory role, he is involved in managing land and timber investments as a general partner and limited partner in several holding entities. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, high net worth clients, trusts, estates, businesses, retirement plans, and nonprofits. The firm offers comprehensive financial planning and employs both fundamental and charting security analysis alongside long- and short-term investment strategies.
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