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MFP Financial Services, LLC

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Client assets under management

$357,600,000

More info

Clients

1,284

13% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

428

Very High

Average account size

$278,505

About

MFP Financial Services works with individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporate entities, providing asset management, comprehensive portfolio management, standalone financial planning, wealth coaching and retirement plan consulting. The firm implements portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and, when appropriate, engages third‑party money managers to implement client strategies.

Portfolios are tailored to each client’s objectives, risk tolerance and time horizon, and are continuously monitored and rebalanced; the firm describes using a range of analytical methods including fundamental, technical, quantitative and sector analysis, and maintains duration constraints for fixed‑income allocations. MFP states it acts as a fiduciary and gathers detailed client information to set investment plans, and it may employ margin, options and short‑term trading tactics when they are judged suitable for a client’s goals.

Several operational features distinguish MFP from many peers: it reports $361 million in discretionary AUM across three advisors serving about 1,284 clients (a notably high client‑per‑advisor ratio), sponsors a wrap‑fee program, and recommends LPL Financial as custodian while its representatives are dually registered with LPL and also maintain insurance and real‑estate licenses. The brochure also discloses that more than half of firm revenue comes from commissions, that the firm offers educational seminars/workshops, and that it conducts due diligence and oversight of third‑party managers—factors that create specific conflicts‑of‑interest and custody/clearing considerations clients should evaluate.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Flat fees for financial planning and consulting up to $2,500; wealth coaching fixed fees quarterly ranging from $250 to $10,000; retirement plan consulting may also be flat fee.

Percentage

$0+: Up to 2.00% annually for Asset Management and Comprehensive Portfolio Management services $0+: Up to 1.00% annually for Retirement Plan Consulting services (if fee based on percentage of assets)

Commissions

Some representatives are dually registered and may earn commissions on securities sales through LPL as broker-dealer representatives; commissions are not charged on advisory accounts.

Project-based

Hourly fees for financial planning and consulting up to $500/hour; retirement plan consulting may also be hourly.

Other

Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fees up to $500/hour; flat fees up to $2,500; wealth coaching fixed fees quarterly ranging from $250 to $10,000; retirement plan consulting fees may be hourly, flat fee, or percentage of assets up to 1.00%

Main office location

MFP Financial Services, LLC

335 Ninth Ave. S.

Safety Harbor FL 34695, United States

Number of offices

2

Most active in

More info

Arizona · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram Website 727-443-3300

Advisors at this firm

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user avatar

Christ M

CFP®, Series 63, Series 65

Safety Harbor, FL

MFP Financial Services, LLC

Christ Mavrakos is a CFP® professional with 36 years of industry experience. He is currently associated with MFP Financial Services, LLC and has previously worked with Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he serves as treasurer for his wife’s home décor business and is an accredited tax preparer. MFP Financial Services, LLC serves individual and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized portfolio design and ongoing monitoring, employing a multi-disciplinary approach and utilizing both in-house management and third-party money managers.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Jordan M

ChFC®, Series 63, Series 65

Safety Harbor, FL

MFP Financial Services, LLC

Jordan Mavrakos is a financial advisor at MFP Financial Services, LLC with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and The Vanguard Group. Outside of advising, he serves as a professor at the University of Tampa and is a board member of Camelot Community Care. MFP Financial Services serves individual and institutional clients with asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach, combining in-house management and third-party oversight, and manages portfolios with a range of securities while maintaining fiduciary responsibility to clients.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies
user avatar

Taylor M

Series 66

Safety Harbor, FL

MFP Financial Services, LLC

Taylor Mavrakos is a financial advisor at MFP Financial Services, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Independent Advisor Alliance, LLC, Independent Financial Partners, and LPL Financial LLC. Outside of his advisory role, he hosts a podcast titled Taylored Wealth. MFP Financial Services, LLC serves individual and institutional clients with asset management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach and combines in-house management with third-party oversight, managing over $313 million in assets for approximately 630 clients.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Options & derivatives strategies
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