RIA Intel›Advisers›Ohio›MBS FINANCIAL PLANNING SERVICES, INC

MBS FINANCIAL PLANNING SERVICES, INC

Advisory

N·UNIONTOWN, OH

Data as of May 13, 2019 · Source: SEC Form ADV

Total AUM

$520M

1-Year AUM Growth

-0.4%

3-Year CAGR

-0.9%

Employees

12

Assets Under Management

Total AUM$520M

Discretionary AUM$520M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees12

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record36

First FilingFeb 1, 2001

Latest FilingMay 13, 2019

🔒 Full AUM trend chart and 36 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MBS FINANCIAL PLANNING SERVICES, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.