Mason & Associates, LLC

Mason & Associates, LLC is a registered investment adviser founded in 2020 and owned by Michael Mason, Kenneth Mason, John Mason, Thomas Blackburn, and Benjamin Raikes. The firm offers investment management services, financial planning, divorce planning, tax return preparation, and estate planning. Clients can have discretionary or non-discretionary relationships with the firm, with discretionary clients granting limited power of attorney for trading. Mason & Associates, LLC recommends diversified risk-based portfolios and may engage independent advisers for certain clients. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Investment management fees are based on assets under management and can range up to 2% per annum. Initial financial planning fees range from $2,500 to $20,000, and ongoing planning fees range from $100 to $1,000 per month. The firm does not accept performance-based fees and primarily serves individuals, high-net-worth individuals, and trusts with no minimum asset requirement. Mason & Associates, LLC does not participate in wrap fee programs and does not accept compensation for the sale of securities. The firm emphasizes strategic asset allocation and warns of associated risks. There are no material changes or disciplinary events reported since January 26, 2024.