{
  "crd_number": 121207,
  "slug": "m-financial-planning-services-inc-marlton-nj-121207",
  "primary_business_name": "M FINANCIAL PLANNING SERVICES, INC",
  "legal_name": "ASSET MANAGEMENT ASSOCIATES OF MEDFORD, INC.",
  "dbas": [],
  "city": "Marlton",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1993-09-27",
  "years_registered": 33,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "NJ",
    "PA"
  ],
  "websites": [
    "https://caniretire.us",
    "https://facebook.com/MFINANCIAL",
    "https://instagram.com/MFINANCIALNJ",
    "https://linkedin.com/COMPANY/M-FINANCIAL-PLANNING-SERVICES",
    "https://mfinancial.us",
    "https://mfinancialplanningservices.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121207",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MARLTON",
  "url": "https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207",
  "display_name": "M Financial Planning Services, Inc",
  "summary": "M Financial Planning Services, Inc is a state-registered investment advisory firm in Marlton, NJ, registered since 1993, with no regulatory assets under management reported in its Form ADV filing dated January 7, 2026.",
  "citation": "AdvisorCensus. M Financial Planning Services, Inc (CRD 121207): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is M Financial Planning Services, Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), M Financial Planning Services, Inc reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is M Financial Planning Services, Inc located?",
      "a": "M Financial Planning Services, Inc's principal office is in Marlton, NJ, according to its Form ADV."
    },
    {
      "q": "Is M Financial Planning Services, Inc registered with the SEC or a state?",
      "a": "M Financial Planning Services, Inc is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 121207."
    },
    {
      "q": "Does M Financial Planning Services, Inc report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121207"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121207",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}