MFP Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$357,600,000
Clients
1,284
Advisors
3
of 5 employees
About
MFP Financial Services works with individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporate entities, providing asset management, comprehensive portfolio management, standalone financial planning, wealth coaching and retirement plan consulting. The firm implements portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and, when appropriate, engages third‑party money managers to implement client strategies.
Portfolios are tailored to each client’s objectives, risk tolerance and time horizon, and are continuously monitored and rebalanced; the firm describes using a range of analytical methods including fundamental, technical, quantitative and sector analysis, and maintains duration constraints for fixed‑income allocations. MFP states it acts as a fiduciary and gathers detailed client information to set investment plans, and it may employ margin, options and short‑term trading tactics when they are judged suitable for a client’s goals.
Several operational features distinguish MFP from many peers: it reports $361 million in discretionary AUM across three advisors serving about 1,284 clients (a notably high client‑per‑advisor ratio), sponsors a wrap‑fee program, and recommends LPL Financial as custodian while its representatives are dually registered with LPL and also maintain insurance and real‑estate licenses. The brochure also discloses that more than half of firm revenue comes from commissions, that the firm offers educational seminars/workshops, and that it conducts due diligence and oversight of third‑party managers—factors that create specific conflicts‑of‑interest and custody/clearing considerations clients should evaluate.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting up to $2,500; wealth coaching fixed fees quarterly ranging from $250 to $10,000; retirement plan consulting may also be flat fee.
$0+: Up to 2.00% annually for Asset Management and Comprehensive Portfolio Management services $0+: Up to 1.00% annually for Retirement Plan Consulting services (if fee based on percentage of assets)
Some representatives are dually registered and may earn commissions on securities sales through LPL as broker-dealer representatives; commissions are not charged on advisory accounts.
Hourly fees for financial planning and consulting up to $500/hour; retirement plan consulting may also be hourly.
Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fees up to $500/hour; flat fees up to $2,500; wealth coaching fixed fees quarterly ranging from $250 to $10,000; retirement plan consulting fees may be hourly, flat fee, or percentage of assets up to 1.00%
Main office
335 Ninth Ave. S.
Safety Harbor FL 34695
Advisors at this office
3
Most active in
Arizona · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Mfp Financial Services · Mfp Financial Services Inc. · Mfp Financial Services, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Christ M
CFP®, Series 63, Series 65
Safety Harbor, FL
MFP Financial Services, LLC
Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.
Jordan M
ChFC®, Series 63, Series 65
Safety Harbor, FL
MFP Financial Services, LLC
Jordan Mavrakos is a financial advisor with MFP Financial Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has nine years of industry experience, with prior roles at LPL Financial and Independent Advisor Alliance. In addition to his advisory work, Mavrakos serves as a professor at the University of Tampa and holds board positions with Once in a Lifetime Home Décor and Camelot Community Care. MFP Financial Services works with individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of investment approaches, including fundamental and quantitative analysis, tailored to clients’ objectives, and maintains discretionary assets totaling $361 million across three advisors.
Taylor M
Series 66
Safety Harbor, FL
MFP Financial Services, LLC
Taylor Mavrakos is a financial advisor at MFP Financial Services, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial. Outside of advisory activities, he produces a podcast under the name Taylored Wealth. MFP Financial Services provides asset management and comprehensive financial planning services to individuals, trusts, pension plans, and corporate entities. The firm employs various analytical methods and offers tailored portfolios using a range of securities, while also providing wealth coaching, retirement plan consulting, and third-party money manager oversight.
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