Mbs Financial Planning Services, Inc is a large advisory firm based in Uniontown. It manages $520.03 million of regulatory assets for 1,777 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, North Carolina, and 4 other states.
Mbs Financial Planning Services provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and workshops, and cefex assessments. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mbs Financial Planning Services, Inc is $520.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 436% since the beginning of its operation, and $87.69 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mbs Financial Planning Services, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mark William Fearigo is high net worth individuals with 144 clients and $346.15 million of assets under management. Among the 10 most similar advisory firms, Mbs Financial Planning Services has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $520.03 million for 593 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Mbs Financial Planning Services doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark William Fearigo has been acting as President since 1 Sep 1992. Nathan John Bopp joined the executive team most recently as the Vice President.
The principal office where Mbs Financial Planning Services, Inc performs its advisory services is located at 1640 Corporate Woods Circle, Uniontown, OH 44685 7819, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-896-6250 or by fax 330-896-6295. The normal business hours are 7:30 am to 4:30pm on Monday - Friday. You can find more information about the New York firm at ccadvisors.com.