MG Planning Services, Inc.

Overview

MG Planning Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm describes itself primarily as a capital allocator and focuses its advisory work on selecting other advisers to implement investment solutions rather than running a large in-house research or portfolio management operation. The reported fee structure is listed as “other,” indicating it may use non-standard or bespoke billing arrangements. The firm is not identified as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or affiliated adviser.

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Location & Offices