MFT Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$129,982,526
Clients
12
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$10,831,877
About
MFT Wealth Management, Inc. is an SEC‑registered independent investment adviser that serves a limited group of clients—principally high‑net‑worth individuals, trusts, estates, business entities, and institutional clients—through financial planning, discretionary investment management, and a dedicated short‑term trading service. The firm manages a concentrated book of business (roughly $136 million across a small number of client relationships) and generally applies high account minimums for its investment and trading services.
MFT’s investment approach combines Modern Portfolio Theory with both strategic and tactical asset allocation, constructing portfolios from equities, fixed income, and exchange‑traded funds, including cryptocurrency‑linked and precious‑metals ETFs, and offering Sharia‑compliant options when requested. For clients who opt into active trading, the firm operates a discretionary short‑term trading program grounded in technical analysis and may employ margin, short selling, and options, while using tactical cash positioning as a risk management tool.
Notable distinctions include the firm’s willingness to provide portfolio management to institutional and business clients — a service uncommon among solo independent advisers — and its small, high‑minimum client base that produces concentrated assets under management per relationship. The brochure also discloses that the firm’s principal is licensed to sell insurance and may receive commissions on annuity and insurance sales, a material conflict of interest that the firm identifies and discloses to clients.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
ESG / Sustainable investing
Concentrated stock management
Fee options
Financial planning fees typically range from $5,000 to $15,000, may be higher for complex engagements, and are negotiable.
Account minimum: $1,000,000
Main office location
MFT Wealth Management
Boston MA, United States
Number of offices
1
Most active in
MFT Wealth Management has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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