M
MBB Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,770,428
Clients
7
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
7
Very LowAverage account size
$1,681,490
About
MBB Advisory LLC is a fee‑only independent registered investment adviser that provides discretionary wealth management, financial planning, and investment consultation to individuals and high‑net‑worth clients. As of 12/31/2025 the firm reported approximately $11.77 million in discretionary assets under management and a very small client roster of seven accounts, indicating a practice concentrated on a limited number of relationships.
The firm designs portfolios around an investment policy statement and a diversified mix of passive and active strategies, using mutual funds, ETFs, individual stocks and bonds, and occasional satellite positions for client‑specific opportunities. Research draws on fundamental, technical and cyclical analysis, and the firm may recommend third‑party sub‑advisors after due diligence while typically managing accounts on a discretionary basis.
Noteworthy characteristics include the unusually small client base relative to assets under management and a broad planning offering that explicitly covers areas such as divorce planning, employee benefits review, tax‑aware allocation, and estate and charitable planning. The firm operates via an institutional custody platform that provides non‑custodial support services, discloses potential conflicts around sub‑advisor recommendations, and does not vote proxies or produce its own performance reports.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement withdrawal strategies
Cash flow / budgeting
Divorce financial planning
Equity compensation tax strategy
Fee options
$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.80% annually $1,000,000 - $2,999,999: 0.65% annually $3,000,000 - $4,999,999: 0.55% annually $5,000,000+: 0.50% annually
Hourly planning services fees at firm's current hourly rate; specific rate not stated.
Fee-only: Fee-only firm; no commissions or mark-ups on securities transactions, no Rule 12b-1 fees.
Main office location
MBB Advisory LLC
New York NY, United States
Number of offices
1
Most active in
MBB Advisory LLC has reported serving >5 clients in these states in the last 12 months.
New York · 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:
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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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