# MFA Wealth Services

> MFA Wealth Services is an SEC-registered investment advisory firm in Thousand Oaks, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 169013
- Filed as: MFA WEALTH SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169013
- AdvisorCensus page: https://advisorcensus.com/firm/mfa-wealth-services-thousand-oaks-ca-169013

## Quick answers

**How is MFA Wealth Services compensated?**
On its Form ADV (Item 5.E, October 2026), MFA Wealth Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MFA Wealth Services charge?**
Its Form ADV Part 2A brochure dated January 16, 2026 states: Hourly rate: $350 an hour (Financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MFA Wealth Services located?**
MFA Wealth Services' principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is MFA Wealth Services registered with the SEC or a state?**
MFA Wealth Services is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 169013.

**How much does MFA Wealth Services manage?**
MFA Wealth Services reports $309,972,977 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (94% discretionary).

**How have MFA Wealth Services' assets and staff changed since 2021?**
In the Form ADV data for MFA Wealth Services: Regulatory assets under management: $183,843,913 in the October 2021 data and $309,972,977 in the October 2026 data, up 69%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MFA Wealth Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); high net worth individuals (9).

**Does MFA Wealth Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169013

**What changed in MFA Wealth Services' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $248,238,257 to $293,076,230 (+18%). No longer lists an office in Indianapolis, IN. Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 16, 2026)

- Hourly rate: $350 an hour (Financial planning)

> Financial planning is available at the hourly fee of $350.00 or calculated on a flat fee basis. Fees for services will vary, and those charged on an hourly basis determined by the services required and are agreed upon in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $309,972,977
- Discretionary: $292,108,019
- Non-discretionary: $17,864,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $247,245,979 |
| High net worth individuals | 9 | $62,726,998 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, IN, NC, NJ, NM, NV, OK, OR, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,843,913 | 3 | January 14, 2021 |
| October 2022 | $178,141,752 | 3 | July 18, 2022 |
| October 2023 | $191,458,815 | 3 | April 13, 2023 |
| October 2024 | $224,104,689 | 3 | February 21, 2024 |
| October 2025 | $248,238,257 | 3 | January 21, 2025 |
| October 2026 | $309,972,977 | 3 | July 23, 2026 |

Regulatory assets under management: $183,843,913 in the October 2021 data and $309,972,977 in the October 2026 data, up 69%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $248,238,257 to $293,076,230 (+18%).
- No longer lists an office in Indianapolis, IN.
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MFA Wealth Services (CRD 169013): Form ADV filing data as of October 2026.