Mullaney Financial & Tax, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
33
76% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$0
About
Mullaney Financial & Tax is a fee-only, state-registered independent advisory and accountancy corporation that provides comprehensive and a la carte financial planning, tax consulting, insurance advice, and tax return preparation and representation. The firm serves individuals and families as well as employer and corporate clients, and it may provide subcontractual advisory work to other financial and tax professionals.
Mullaney Financial & Tax does not manage client assets or accept custody; services are delivered as time-limited planning engagements (e.g., standard planning periods and a distinct 72(t) planning engagement) and implementation and trade execution remain the client’s responsibility. The firm generally favors passive investment strategies in its advice and does not take discretionary trading authority on client accounts.
Several features of the firm are atypical for a solo, independent planner: its ADV disclosures indicate relationships with a broad set of institutional and organizational client types (including corporations and pension/profit‑sharing plans, charitable organizations, other investment advisers, banks, insurance companies, state or municipal entities and sovereign wealth-type clients). The brochure also discloses specialized, client-only services (such as fourth‑quarter tax planning and 72(t) payment-plan work), the firm’s status as an accountancy corporation with tax-law expertise, and outside business activities (authorship, content creation, speaking and volunteer board service) that are disclosed and managed.
Client services
Financial planning
Selection of other advisers
Tax consulting services
Expertise
General retirement planning
Roth conversion strategy
Tax strategies for small businesses
Equity compensation tax strategy
College savings (529s, UTMA, etc.)
Fee options
Detailed Financial Plan and Recommendations: $7,000; Revised Detailed Financial Plan and Recommendations: $5,250; Fourth Quarter Tax Planning: $2,200.
$480 per hour for extensions of financial planning services, billed in quarter-hour increments.
Account minimum: No minimum asset or income requirements to be a MFT client Fee-only: Financial planning fees: Detailed Financial Plan and Recommendations: $7,000 flat fee; Revised Detailed Financial Plan and Recommendations: $5,250 flat fee; Fourth Quarter Tax Planning: $2,200 flat fee; Hourly Extension of financial planning services: $480 per hour billed in quarter-hour increments.
Main office location
Mullaney Financial & Tax, Inc.
Woodland Hills CA, United States
Number of offices
1
Most active in
Mullaney Financial & Tax, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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