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Advisors / Massachusetts / Braintree
1yr

Michael Thomas

Financial advisor at MG Financial

Michael Thomas is a fiduciary financial advisor in Braintree, Massachusetts, with 1 year in the industry. Michael joined MG Financial in 2025, a firm offering financial planning, private fund management, and selecting outside investment managers. MG Financial reports being paid through a percentage of assets and hourly fees.

One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.

Braintree, MA 02184Fiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office30 Braintree Hill Office Park Suite 104, Braintree, MA 02184
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$8.97 million
Advisors at the firm3
States licensed ?1 state

Services through MG Financial

Financial planningManaging private fundsChoosing other investment managers

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

  1. Nov 2025 – now
    MG Financial LLCCurrent firm

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call MG Financial at (781) 848-1163 and ask for Michael Thomas. Michael works from the Braintree, MA office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2025, about 1 years. 1 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?

MG Financial reports being paid by a percentage of the assets they manage, hourly fees, other 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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