M
MDC Financial Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,571,684
Clients
18
33% 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
18
LowAverage account size
$809,538
About
MDC Financial Consulting provides financial planning, investment management, and related consulting to individuals, trusts, estates, charitable organizations, small businesses and retirement plan sponsors. Services offered include discretionary portfolio management, written financial plans, selection and monitoring services, and educational seminars and workshops.
The firm develops individualized investment policy statements through client interviews and risk-tolerance assessments and implements balanced, asset-allocation portfolios that may include mutual funds, exchange-traded funds, individual equities and fixed income. It operates on a fee-only basis and typically manages client assets on a discretionary basis while clients retain custody through third‑party custodians.
Noteworthy distinctions include an affiliation with a separate accounting practice that can lead to reciprocal referrals while maintaining separate engagements and compensation arrangements. The firm also provides services that are less common among peers — ongoing portfolio management for pension, profit‑sharing and other institutional accounts and employee education workshops (including ERISA 404(c)‑style plan participant support) in addition to public and corporate seminars.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Fixed fees ranging from $500 to $5,000 for financial planning, $250 to $5,000 for consulting, and $500 to $20,000 for seminars depending on complexity and agreement.
$0 - $50,000.00: 1.50% $50,000.01 - $250,000.00: 1.25% $250,000.01 - $750,000.00: 1.00% $750,000.01+: 0.75%
$250 to $350 per hour depending on service and complexity.
Account minimum: $25,000 of assets under management Fee-only: Fees charged as percentage of assets under management, fixed fees for financial planning, consulting, and seminars, and hourly rates. No commissions accepted.
Main office location
MDC Financial Consulting, LLC
Washington Township NJ, United States
Number of offices
1
Most active in
MDC Financial Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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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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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