Advisor at Mason & Associates, LLC
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
Mason & Associates, LLC
Location
Newport News, VA 23606
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
38 years
Michael Mason is a CFP® and ChFC® with 38 years of industry experience. He has been with Mason & Associates, LLC since 2010 and previously worked at Centaurus Financial, Inc. for 17 years. Mason & Associates serves individuals, high-net-worth clients, and trusts with discretionary and non-discretionary investment management and financial planning, offering services including divorce planning and educational seminars on federal employee retirement benefits. The firm uses diversified model portfolios and partners with an independent sub-adviser for portfolio construction and administrative services while maintaining oversight.
Based on Mason & Associates, LLC
Based on Mason & Associates, LLC
Initial financial plan flat fee ranging from $3,000 to $20,000 (negotiable, may be waived); fixed fees for divorce planning services and educational seminars (negotiated); tax preparation fixed fee $0 to $10,000 (negotiated)
$0+: up to 2.00% annually, negotiable and decreasing with higher assets Assets in annuity products+: flat rate not to exceed 1.00% annually
Ongoing financial planning fixed monthly fee from $100 to $1,000 depending on complexity; generally waived if client maintains at least $700,000 under management
Fee-only: Investment Management Fees, Financial Planning Fees, Fixed fees for divorce planning, educational seminars, tax preparation facilitation, and estate planning facilitation
2 Bayport Way, Suite 110
Newport News, VA 23606
Texas · Virginia
Mason & Associates, LLC
2010 - Present (16 years)
Centaurus Financial, Inc.
2003 - 2020 (17 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
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.
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