Advisor at MB Financial Planning LLC
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Firm
MB Financial Planning LLC
Location
Richmond, RI
Credentials
Series 65
Industry experience
8 years
Michael Bronson is the principal of MB Financial Planning LLC in Richmond, RI, holding a Series 65 credential with eight years of industry experience. He has served at the South Kingstown Police Department since 2007 and teaches courses on Financial Crimes and Pensions at Roger Williams University School of Justice Studies. MB Financial Planning LLC provides comprehensive financial planning, investment management, and tax preparation services primarily to individual and high-net-worth clients. The firm emphasizes passive, low-cost portfolios with supplemental analytical techniques and offers both ongoing discretionary management and one-time financial plans.
Based on MB Financial Planning LLC
Based on MB Financial Planning LLC
Annual advisory services fee billed as a flat fee (based on assets under management and mutually agreed); One-Time Comprehensive Financial Plan fee $5,000-$10,000; speaking engagements $500-$3,000.
$0 - $500,000: 1.75% $500,000+: 1%
$250/hour for annual advisory service if fee would exceed 3% of AUM; $200/hour used for fee calculation if One-Time Comprehensive Financial Plan engagement ends before delivery.
Fee-only: Annual financial planning services fee of $1,800 (billed $150 monthly); One-Time Comprehensive Financial Plan fee $5,000-$10,000 depending on complexity; annual advisory services billed as blended flat fee based on assets under management using the tiered fee schedule.
Richmond, RI
Rhode Island
MB Financial Planning LLC
2017 - Present (9 years)
South Kingstown Police Department
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Series 63, Series 65, Series 66
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