# Mason Financial Services

> Mason Financial Services is a state-registered investment advisory firm in Redlands, CA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 173628
- Filed as: MASON FINANCIAL SERVICES
- Legal name: Mason Financial Services Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redlands, CA
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173628
- AdvisorCensus page: https://advisorcensus.com/firm/mason-financial-services-redlands-ca-173628

## Quick answers

**How is Mason Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Mason Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mason Financial Services located?**
Mason Financial Services' principal office is in Redlands, CA, according to its Form ADV.

**Is Mason Financial Services registered with the SEC or a state?**
Mason Financial Services is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173628.

**How much does Mason Financial Services manage?**
Mason Financial Services reports $51,320,265 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Mason Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (9).

**Does Mason Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173628

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $51,320,265
- Discretionary: $51,320,265
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $29,893,392 |
| High net worth individuals | 9 | $21,426,873 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ensenmasoncpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mason Financial Services (CRD 173628): Form ADV filing data as of October 2026.