Mohar Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
30
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$0
About
Mohar Financial Planning provides comprehensive financial planning to individuals and families, including high-net-worth clients, covering investments, employer-sponsored benefits, cash flow, insurance, and estate planning. The firm prepares full financial plans with periodic reviews and also offers shorter, flat-fee engagements for discrete client needs.
The firm’s investment approach emphasizes diversified portfolios built with low-cost mutual funds and ETFs, alignment with client risk tolerance and goals, and attention to tax efficiency and employer-stock concentration. Portfolios are designed to be straightforward and easily understood, and the firm provides recommendations rather than assuming discretionary trading authority or custody of client assets.
Distinctive features include a planning-focused, fee-only business model that does not charge fees based on assets under management and does not accept commissions or third-party compensation, which is less common among peer independent advisors. With a relatively small client roster and a principal who combines prior military service and senior roles at a large national bank with a technical undergraduate degree, the firm emphasizes ongoing planning contracts, client-agreed review schedules, and occasional single-item flat-fee work rather than wrap or AUM-based services.
Client services
Financial planning
Fee options
Flat fees may be charged for specific engagements on single items, at firm's discretion
Fee-only: Typically ranges from $1,500 to $10,000 per year, negotiable based on complexity
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.
Main office location
Mohar Financial Planning
Oilville VA, United States
Number of offices
1
Forms ADV
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