Michael
Mason

Mason & Associates, LLC

CRD#1663788
Investment Advisor
in Newport News, VA

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About this Advisor

Michael Mason is a certified financial planner and chartered financial consultant operating out of Newport News, Virginia who has 3 years of relevant experience. Mason is an advisor for Mason & Associates, LLC. Throughout their career, they have worked at Centaurus Financial, Inc and Mason & Associates, LLC. Mason maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Virginia. Mason & Associates, LLC is a registered investment firm based in Newport News, VA. It handles $274 million in assets under management across its 1,300 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,300 client accounts, 22% are associated with high-net-worth clients who have greater than $1 million in investable assets. Mason & Associates, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. Fees billed by Mason & Associates, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Bayport Way Suite 110
Newport News, VA 23606

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Mason & Associates, LLC Brokerage Details

Total Assets Under Management

$273,736,374

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

1,300

VA Average: 1,458
Average Account Size

$210,566

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Michael Mason Work History

Michael has been registered as a financial advisor for 3 years.*

2010 - Present (14 years)

Mason & Associates, LLC

2003 - 2020 (17 years)

Centaurus Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Mason to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mason & Associates, LLC

Benjamin Raikes
Newport News, VA
Thomas Blackburn
Newport News, VA
John Mason
Newport News, VA
Kenneth Mason
Newport News, VA
Michael Mason
Newport News, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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