M FINANCIAL PLANNING SERVICES, INC

Overview

M Financial Planning Services, Inc. is a corporation focused on delivering financial planning services rather than operating as a broad asset-management platform. The firm is individually owned and appears to run a fee-for-service model that includes hourly and fixed fees (and other unspecified fee arrangements), which aligns with a planning-centric practice rather than a discretionary, fee-based investment manager. The firm is not identified as a capital allocator, is not listed as an active ESG investor, and is not described as a pension consultant or a related adviser in the available data. The firm is affiliated with an insurance company, suggesting insurance products or coordination with insurance resources may be a component of its client work. The available classification data does not place the firm into a standard RIA category, and multi-state adviser status is listed as No.

Investments & Alternatives

Location & Offices