MSA Financial

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

97% of AUM

Avg account

$430K

Accounts

3,271

Employees

Advisory reps

Firm details

Headquarters: Braintree, Massachusetts
CRD number: 107768
Registered since: June 13, 2011
Website: www.msaplan.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.73%
Individuals20.5%
Pension & Profit Sharing Plans2.63%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MSA Financial is an independent, individual-owned registered investment adviser that has been SEC-registered since 2011. The firm serves both individual and institutional clients and positions itself as a capital allocator, blending fee models that include percentage-of-AUM, hourly, and fixed-fee engagements. Its advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third-party advisers. MSA Financial does not market itself as an active ESG investor. The practice appears to emphasize manager selection and outsourced solutions alongside direct portfolio management, reflecting its role as an allocator to external managers in addition to running client accounts internally.