M
Mahogany Financial Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$485,770
Total clients
25
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$19,431
About
Mahogany Financial Strategies LLC provides portfolio management, financial planning, and consulting services to individuals (with an emphasis on high‑net‑worth clients), corporations, and retirement plan sponsors. The firm also offers ERISA plan services and acts in either a 3(21) or 3(38) capacity for qualified retirement plans in addition to one‑time and ongoing planning engagements.
The firm’s investment process centers on constructing asset allocations and selecting securities to align with documented client goals, time horizons, and risk tolerances, using fundamental, technical, and cyclical analysis where appropriate. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least quarterly, and clients receive periodic performance reporting and planning updates.
Compared with many solo independent advisers, the firm is affiliated with an insurance company that provides client referrals and generates insurance commissions for advisor representatives, a relationship disclosed as a potential conflict of interest and addressed through procedures and disclosures. It is also notable that the firm explicitly offers pension consulting and formal ERISA fiduciary services—services that are less common among peers—and, per its filing, currently reports its advisory assets as non‑discretionary with custody through a single designated custodian.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Cash flow / budgeting
Fee options
Comprehensive financial planning services charged between $5,000 and $40,000 flat fee; ongoing financial planning fixed annual fee ranging from $4,000 to $30,000 initially, then 50% of initial fee thereafter.
$0 - $500,000: 1.00% annually $500,000.01 - $999,999.99: 0.75% annually $1,000,000 - $1,999,999.99: Flat $5,000 annually $2,000,000 - $2,999,999.99: Flat $7,500 annually $3,000,000 - $3,999,999.99: Flat $10,000 annually $4,000,000 - $4,999,999.99: Flat $12,500 annually $5,000,000+: Flat $20,000 annually
Investment Advisor Representatives receive commissions on insurance products separately through affiliated insurance agency.
$400 per hour for financial consulting services.
Ongoing financial planning fixed annual fee paid monthly or quarterly in arrears.
Fee-only: Asset management fees only; no commissions on asset management services.
Main office location
Mahogany Financial Strategies LLC
Marana AZ, United States
Number of offices
1
Most active in
Mahogany Financial Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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
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