Mfa Wealth Advisors, LLC

MFA Wealth is a registered investment adviser offering wealth management services through its Wrap Fee Program. As of December 31, 2022, the firm managed $378,943,499 in client assets on a discretionary basis. Clients pay an annualized fee based on assets under management, ranging from 0.40% to 1.65%. The firm may allocate client assets among mutual funds, ETFs, and individual securities, managed by MFA's representatives or independent managers. Clients have discretion over their investment portfolios and may impose restrictions if deemed appropriate. MFA follows a fundamental method of analysis and offers value investing strategies aligned with personal values. The firm does not have a minimum account requirement and serves various client types, including individuals, trusts, and corporations. MFA's Chief Compliance Officer is available to address any questions regarding advisory fees or conflicts of interest. The firm's Code of Ethics ensures fair practices, and clients receive regular account reviews and statements. MFA may aggregate client orders for best execution and does not receive additional compensation from trade aggregation. The firm discloses its financial information and any potential conflicts of interest, such as receiving benefits from custodians like Schwab and Fidelity. Clients are encouraged to discuss their needs and goals with MFA to ensure their portfolios align with their objectives.