Advisor at MAB Financial Planning
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.
Location
Arlington, VA
Credentials
CFP®, Series 65
Industry experience
19 years
Marjorie Burnett is a CFP® professional with 19 years of industry experience, operating MAB Financial Planning since 2006. She holds Series 65 registration and has a background that includes legal and accounting credentials, though she does not currently practice in those fields. MAB Financial Planning is an independent, fee-only sole proprietorship providing comprehensive financial planning services to individuals and families. The firm focuses on Financial Life Planning using established tools to align advice with clients’ values and life goals, and offers investment guidance based on academic principles without managing client assets or providing discretionary authority.
Project fees vary, typically $6,500 to $12,000 for comprehensive financial planning projects.
$350 per hour for non-project work.
Fee-only: Project fees typically range from $6,500 to $12,000 for comprehensive financial planning projects; hourly fees are $350 per hour for non-project work.
Arlington, VA
Virginia
MAB Financial Planning
2006 - Present (20 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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