MFP Financial Services, LLC

RIASEC Registered

Total AUM

$361M

Discretionary

$361M

100% of AUM

Avg account

$241K

Accounts

1,498

Employees

Advisory reps

Firm details

Headquarters: Safety Harbor, Florida
CRD number: 331681
Registered since: August 1, 2024
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.87%
Individuals41.19%
Pension & Profit Sharing Plans0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MFP Financial Services, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm operates as a limited liability company under individual ownership and describes itself as a capital allocator serving both individual/family and institutional clients. Advisory services listed in filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. Fee arrangements are flexible: MFP charges a percentage of assets under management and also offers hourly and fixed-fee engagements. The firm notes relationships with broker-dealers, accounting firms, and insurance companies as industry affiliations. MFP does not identify as an active ESG investor and is not a multi-state or related adviser in its filing.