Malone Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$400,000
About
Malone Financial Planning LLC provides fee-only investment management and financial planning services to individual and high-net-worth clients. The firm offers ongoing wealth management with discretionary portfolio oversight as well as limited-scope, one-time financial planning engagements that cover topics such as retirement, college savings, business planning, insurance review, tax planning, and estate planning.
The firm develops personalized investment policies through client discussions and implements portfolios using a mix of passive and active strategies, with analysis that includes fundamental and technical methods and attention to asset allocation and tax efficiency. It also offers socially responsible investing options and may construct custom ESG portfolios when requested, and it relies on institutional custodial platforms that provide digital account opening and software support.
Distinctive features include its recent founding in 2023 and its very small, boutique scale—managing about $2.0 million for five clients as a sole practitioner—while maintaining no account minimum and a fee-only, non-commission business model. The firm coordinates with third-party attorneys and tax professionals when needed and discloses that its institutional relationships may provide technology and support benefits that could influence custodian recommendations.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees range from $500 to $15,000
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
$400 per hour
Fee-only: Fixed fees range from $500 to $15,000; Hourly rate is $400 per hour
Main office location
Malone Financial Planning LLC
Mckinney TX, United States
Number of offices
1
Most active in
Malone Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
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.
-
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.
-
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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