M Financial Planning Services, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
100
0% high-net worth
Total advisors
3
of 9 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
33
Average account size
$0
About
M Financial Planning Services serves individual and high-net-worth clients by providing standalone financial planning and consulting across areas such as estate, retirement, college, and insurance planning. The firm offers tiered, subscription-based planning geared toward young professionals in addition to traditional fixed-fee and hourly engagements.
The firm does not provide investment management, custody, or wrap programs; clients seeking portfolio management or investment implementation are required to enter separate agreements with LPL Financial, and some firm representatives also operate as registered representatives and investment adviser representatives of LPL. M Financial’s planning work is informed by fundamental analysis and may discuss long- and short-term strategies, and the firm discloses limited use of AI tools subject to internal controls and review.
Compared with many team firms, M Financial’s planning-only model — relying on fixed, hourly and subscription fees rather than in-house AUM-based portfolio management — is a distinguishing feature. The brochure also highlights referral and commission arrangements with LPL and licensed insurance agents and the availability of third-party reporting for client-held assets, all of which create specific implementation pathways and potential conflicts of interest for clients to consider.
Client services
Expertise
Demographic focus
Fee options
Subscription financial planning service: initial fee $1,500 to $3,000 plus flat quarterly fee $250 to $750
Brokerage commissions charged by LPL for securities transactions; portion paid to Registrant's Principal and representatives
Hourly rates range from $200 to $300 per hour
Subscription fees: initial $1,500 to $3,000, plus ongoing quarterly fees between $250 and $750
Minimum fee: Generally ranges from $1,500 to $6,000 on a fixed fee basis Fee-only: Fixed fees generally $1,500 to $6,000; hourly rates from $200 to $300
Main office location
M Financial Planning Services, Inc
57 South Maple Avenue
Marlton NJ 08053, United States
Number of offices
3
Most active in
Florida · New Jersey · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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