Advisor at Mannion Money Advisory
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Firm
Mannion Money Advisory
Location
Marlborough, MA 01752
Credentials
Series 65
Industry experience
1 year
Kyle Mannion is a financial advisor at Mannion Money Advisory with a Series 65 designation and one year of industry experience. Prior to his current role, he has held positions in sports management and brewing industries and serves as Accounts Payable Manager for 3 Step Sports LLC. Mannion Money Advisory provides financial planning, discretionary portfolio management, and non-discretionary consulting to individuals, families, small businesses, and corporate clients. The firm employs a long-term, goals-based investment approach focused on diversified asset allocation, cost-efficient ETFs, and periodic rebalancing, combining written financial plans with ongoing portfolio oversight.
Based on Mannion Money Advisory
$1,000 fixed fee for financial planning engagements
$0 - $1,000,000: 1.00% annually $1,000,000 - $1,000,000,000: discounted rate decreasing with asset size, capped at 1.00% annually $1,000,000,000+: fully-discounted rate (exact percentage not specified)
$100 per hour for ad hoc consulting, billed in full-hour increments
Minimum fee: $1,000 fixed fee for financial planning engagements Fee-only: Financial planning fixed fee of $1,000; ad hoc consulting at $100/hour
67 Forest St, Ste 350 08
Marlborough, MA 01752
Massachusetts
ADVISERS.Mannion.money LLC
2024 - Present (2 years)
3 Step Sports LLC
2022 - Present (4 years)
CM8 Soccer Consulting & Management
2019 - 2022 (3 years)
Cold Harbor Brewing Company
2016 - 2019 (3 years)
The Pennsylvania State University
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.
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