Advisor at M Financial Planning Services, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M Financial Planning Services, Inc
Location
Marlton, NJ 08053
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Anthony Massaro is a CFP® professional with 10 years of industry experience. He has worked at M Financial Planning Services, Inc and LPL Financial since 2019, and previously spent four years at The Vanguard Group, Inc. Massaro provides administrative and active support to M Financial Planning Services, an independent advisory firm. M Financial Planning Services serves individual and high-net-worth clients with standalone financial planning and consulting in areas such as estate, retirement, college, and insurance planning. The firm’s planning-only approach uses tiered subscription, fixed-fee, and hourly engagements, and does not provide investment management or custody services.
Based on M Financial Planning Services, Inc
Subscription financial planning service: initial fee $1,500 to $3,000 plus flat quarterly fee $250 to $750
Brokerage commissions charged by LPL for securities transactions; portion paid to Registrant's Principal and representatives
Hourly rates range from $200 to $300 per hour
Subscription fees: initial $1,500 to $3,000, plus ongoing quarterly fees between $250 and $750
Minimum fee: Generally ranges from $1,500 to $6,000 on a fixed fee basis Fee-only: Fixed fees generally $1,500 to $6,000; hourly rates from $200 to $300
57 South Maple Avenue
Marlton, NJ 08053
Florida · New Jersey · Pennsylvania · Texas
M Financial Planning Services
2019 - Present (7 years)
LPL Financial
2019 - Present (7 years)
The Vanguard Group, inc.
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
CFP®, Series 63
Turnersville, NJ
Financial Planning Professionals, Inc.
Series 65
Philadelphia, PA
Global Portfolios, LLC
CFP®, CFA®, Series 65
Moorestown, NJ
Arrington Financial Advisors, LLC
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")