Mason Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,750,000
Clients
17
Advisors
1
of 1 employees
About
Mason Wealth Strategies is a state‑registered independent investment adviser that delivers discretionary portfolio management and both project‑based and ongoing financial planning to individual clients, with roughly $5.15 million in discretionary assets under management across its client relationships. The firm’s services include developing client‑specific investment policy statements, retirement and cash‑flow planning, and reviews of family and tax considerations as part of plan implementation.
The firm’s investment process centers on fundamental analysis and a blend of passive and active strategies, building portfolios to meet client asset‑allocation targets using mutual funds, ETFs and select individual securities. Accounts are managed on a discretionary basis with regular (typically quarterly) reviews, and the adviser considers liquidity, tax efficiency, fund holdings and turnover when selecting investments.
Notably, the ADV discloses that Mason Wealth Strategies sponsors a wrap fee program, an arrangement that is relatively uncommon among independent advisers of this size, and participates in Schwab’s institutional platform that provides access to certain mutual funds and institutional manager resources. The brochure also highlights the firm’s routine use of pooled investment vehicles (mutual funds and ETFs) and institutional products in client portfolios, which aligns with its wrap‑program sponsorship and distinguishes its service mix from many solo practitioners.
Client services
Expertise
Fee options
$0 - $100,000: 1.00% $100,001+: 0.80%
$200 per hour for project-based financial planning
Ongoing financial planning paid monthly in advance, 0.40% annually on net worth with minimum $1,500 and maximum $7,200 annually (up to $600/month)
Minimum fee: Minimum annual fee of $1,500 for ongoing financial planning service Fee-only: Hourly financial planning at $200 per hour
Main office
Cumming GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Mason Wealth Strategies · Mason Wealth Strategies, LLC
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
Quick links
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