David Conley
Masters Financial Group
106 E. Butler Rd
Suite A
Mauldin, SC 29662
8648629269
About Masters Financial Group
MFG has been helping Upstate individuals & families pursue their financial goals since 1998.
Our mission is to help you reach your financial goals and experience financial peace. Our Certified Financial Planners help Upstate families prepare for tomorrow while enjoying today. Your future deserves a plan, because your goals are too important to leave to chance.
You wouldn't go on vacation without first planning the trip. You know where you're going, where you'll stay, and what you'll see and do before ever leaving home. Many hours go into deciding how to spend a few weeks each year, yet we often treat our entire financial future as if everything will somehow work out.
Financial Services for Every Step of Your Journey.
Whether you want to eliminate debt, save for retirement, or leave a legacy, our experienced advisors can help.
See Disclosures
General Information
Firm Start Year
1994
No. of Employees
5-9
CRD#
2545821
Firm CRD#
6413
Insurance License#
218093
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
SC, NC, FL, VA, OH, PA
Years of Experience in Financial Services
29
Number of Years with Current Firm
29
Work Experience
25+ years as a financial advisor, Certified Financial Planner® Dave Ramsey endorsed Smartvestor® since 2007
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Firm's Number of Clients
250
Firm's Number of Planning Clients
150
Firm's Number of Managed Clients
150
Assets Managed by Firm
56,750,000
Advisor's Number of Clients
125
Advisor's Number of Managed Clients
75
Advisor's Number of Planning Clients
75
Assets Managed by Advisor
56,750,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
.75 to 1.5
Hourly Rate
$250
Additional Details on Charges
Clients have different needs so our compensation varies based on client circumstances.
If we mange your assets our fee is based on the $ value of the assets we manage (0.75% to 1.50%).
If you want us to work with you in developing and implementing a comprehensive financial plan that fee starts at $2,500.
If we are consulting with you on a one time fee only basis then our fee is $250 an hour (1 hour minimum).
If you want to work with us to begin wealth building on an ongoing basis we offer subscription plans starting at $55 month.
You get the point, we are not a one size fits all company but offer flexibility in serving our clients.
Minimum Fee Charged for Managed Accounts
$600 yr
Minimum Fee Charged for Hourly Planning Accounts
$250
Education
Bachelors - Accounting / Business
Liberty
08/01/1982 -12/12/2014
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures