M
Mannion Money Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,657
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Mannion Money Advisory provides financial planning, non-discretionary ad hoc consulting, and discretionary portfolio management to individuals, families, and small businesses, and also accepts corporate/business clients. The firm combines written financial plans with ongoing portfolio oversight and automated implementation of strategic allocations for managed accounts.
The firm follows a long-term, goals-based investment approach that emphasizes diversified asset allocation, cost-efficient ETFs, periodic rebalancing, and limited trading. It acts with discretionary authority for managed accounts, uses a single custodian platform for custody and trade execution, and employs block-ordering tools to support consistent rebalancing.
Compared with peers in the investment-manager category, the firm is notable for serving non‑institutional individual and small-business clients and for offering hourly ad hoc consulting and travel-expense billing alongside asset-based portfolio management. Its client-fee structure includes a proprietary discount mechanism that references objective inputs (including a short-term benchmark rate and client contribution history) to adjust asset-based fees, and the firm retains ownership of its financial planning deliverables.
Client services
Financial planning
Portfolio management
Ad hoc consulting is available for client projects and non-discretionary accounts.
Ad hoc consulting is available for client projects and non-discretionary accounts.
Expertise
Wealth management
Fee options
$1,000 fixed fee for financial planning engagements
$0 - $1,000,000: 1.00% annually $1,000,000 - $1,000,000,000: discounted rate decreasing with asset size, capped at 1.00% annually $1,000,000,000+: fully-discounted rate (exact percentage not specified)
$100 per hour for ad hoc consulting, billed in full-hour increments
Minimum fee: $1,000 fixed fee for financial planning engagements Fee-only: Financial planning fixed fee of $1,000; ad hoc consulting at $100/hour
Main office location
Mannion Money Advisory
67 Forest St, Ste 350 08
Marlborough MA 01752, United States
Number of offices
1
Most active in
Mannion Money Advisory has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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:
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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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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
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