MP Financial Services, LLC

Overview

MP Financial Services, LLC is a small, owner-operated limited liability company registered in Massachusetts that combines accounting work with financial planning for clients. The firm’s business activities are listed as accountant and its advisory activity is financial planning services, indicating a hybrid practice that blends tax/accounting services with advice rather than acting as a large discretionary asset manager. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees, which suggests flexibility in engagement types — from ongoing advisory relationships to project-based or hourly consultations. FINTRX marks the firm as an individual-owned, unclassified adviser that does not act as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices