MFA WEALTH SERVICES

100 E. Thousand Oaks Blvd.
#258
Thousand Oaks, California 91360
Tel: 833-496-5474

About MFA WEALTH SERVICES

MFA WEALTH SERVICES, formally registered with the SEC as MFA WEALTH SERVICES. The firm was established in 10/24/2016. They have over 2 offices throughout the country.

MFA WEALTH SERVICES is a Thousand Oaks, California based Financial Planning firm with nearly $248,238,257 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169013
SEC#	801-108548
Assets Managed by Firm	$248,238,257
No. of Clients	608
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	608	$248,238,257
Individuals (other than high net worth individuals)	177	$209,792,152
High net worth individuals	5	$38,446,105

More Retirement Planning firms in Thousand Oaks, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Thousand Oaks, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.