MP Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MP Financial Services, LLC provides investment advisory and supervisory services to pension and profit-sharing plans, trusts, estates, charitable organizations and individual clients, and also offers financial planning and consulting that can include tax-related and other non-investment matters. The firm delivers these services under written engagement agreements and uses a variety of fee arrangements, including percentage-of-assets, fixed fees, and hourly charges.
For portfolio management, the firm typically recommends active discretionary management through selected independent investment managers or wrap-fee programs, choosing managers based on client objectives, management style, performance, and reporting, and conducting ongoing monitoring with at least quarterly reviews. It relies on third‑party research and disclosure materials from independent managers to evaluate strategies and generally implements recommendations only after clients have arranged accounts and provided necessary authorizations.
A noteworthy feature is the firm’s affiliation with a certified public accounting firm, Moriarty & Primack, PC, with accounting and tax services provided independently by that firm and billed separately, which can allow closer coordination of tax and investment advice. The firm’s use of hourly and fixed fees for planning and consulting, combined with its manager-of-managers implementation and receipt of referral compensation from independent managers, is less common among comparable investment-manager advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services, generally up to $50,000.
Hourly fees generally from $90 to $350 per hour depending on service level and professional.
Account minimum: No minimum portfolio size or minimum annual fee imposed by the Registrant; however, some Independent Managers may have more restrictive requirements. Fee-only: Fees based on percentage of assets under management for investment advisory services.
Main office
One Monarch Place, Suite 900
Springfield MA 01144
Advisors at this office
1
Most active in
Massachusetts
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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