Quahog Investments
7yrs
7 years in the industry
9yrs
Michael Bronson
Financial advisor at MB Financial Planning
Michael Bronson has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Richmond, Rhode Island. Michael has been with MB Financial Planning since 2017. MB Financial Planning offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Richmond, and one of 4 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeRichmond, RI
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$96,271
States licensed ?1 state
Services through MB Financial Planning
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowMB Financial Planning LLCCurrent firm
Contact Michael
(401) 789-0459MB Financial Planning main office Richmond, RIOffice · Get directions Firm websitewww.mbfinancialplanning.orgIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call MB Financial Planning at (401) 789-0459 and ask for Michael Bronson. Michael works from the Richmond, RI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
MB Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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