Mg Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MG Financial, Inc. is an independent registered investment adviser that provides personalized financial planning and the selection and monitoring of third‑party money managers for individuals, trusts, estates, charitable organizations, and business entities. The firm reports roughly $63.1 million in assets under management and delivers planning engagements that include implementation coordination and reviews of estate, tax, and business documents.
The firm operates on a non‑discretionary basis and does not accept discretionary authority, so clients approve transactions before they are executed. Rather than conducting in‑house quantitative or qualitative analysis of individual securities, MG Financial relies on model portfolios and investment programs provided by SEI Investments and recommends SEI as its primary third‑party money manager and custodian, while periodically monitoring those managers for consistency with client objectives.
Compared with most solo independent advisers, MG Financial is notable for having essentially all AUM managed on a non‑discretionary basis and for not providing direct portfolio management for individual accounts, instead focusing on planning and manager selection. The firm’s principal holds CFP certification and emphasizes documented plans, written invoices, and coordination with other professionals as core elements of the service model.
Client services
Expertise
Fee options
Fixed fee for financial planning starting at $2,900, negotiable and may vary based on complexity and updates.
$0 - $250,000: 1.00% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Hourly fees for additional financial planning services at $275 per hour.
Fee-only: Fixed fee for financial planning starting at $2,900 (negotiable), plus additional hourly fees at $275/hour for extra services.
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
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
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