The Musuneggi Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
The Musuneggi Financial Group reports 795 clients. They include 648 individual clients, 129 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 100.0% ($146M across 795 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 25% |
| High-net-worth individuals | 16% | 60% |
| Pension and profit-sharing plans | 2% | 13% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 648 | $35.9M | 24.7% | $55.4K |
| High-net-worth individuals | 129 | $87.4M | 60.1% | $678K |
| Pension and profit-sharing plans | 13 | $19.4M | 13.3% | $1.49M |
| Charitable organizations | Fewer than 5 | $2.74M | 1.9% | $914K |
| Corporations and other businesses | Fewer than 5 | $59.3K | 0.0% | $29.7K |
| Total | 795 | $146M | 100% | — |
- Clients
- 648
- Regulatory AUM
- $35.9M
- AUM share
- 24.7%
- Avg. per client
- $55.4K
- Clients
- 129
- Regulatory AUM
- $87.4M
- AUM share
- 60.1%
- Avg. per client
- $678K
- Clients
- 13
- Regulatory AUM
- $19.4M
- AUM share
- 13.3%
- Avg. per client
- $1.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.74M
- AUM share
- 1.9%
- Avg. per client
- $914K
- Clients
- Fewer than 5
- Regulatory AUM
- $59.3K
- AUM share
- 0.0%
- Avg. per client
- $29.7K
Total
- Clients
- 795
- Regulatory AUM
- $146M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
The Musuneggi Financial Group charges 0.50%–1.25% a year for its Portfolio management. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a negotiated fixed fee from $500 to $250,000 or an hourly fee from $200 to $500; ongoing fixed annual planning fees range from $1,200 to $3,600.
- Pension consulting, asset-based
- Asset-based pension consulting is 0.50% on assets from $0 to $2,000,000 and 0.25% from $2,000,001 to $10,000,000; negotiable above $10,000,000.
- Pension consulting, fixed and hourly
- Fixed pension consulting fees range from $500 to $250,000 and hourly pension consulting fees from $200 to $500.
Christopher Musuneggi owns 75% or more of The Musuneggi Financial Group. The leadership team of The Musuneggi Financial Group includes President Christopher Musuneggi. It has 4 employees.
Leadership
Christopher MusuneggiManaging Member, President, and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of The Musuneggi Financial Group, LLC
Christopher Musuneggi
Control person · since January 2023
The Musuneggi Financial Group’s regulatory assets grew from $120M (June 2025) to $146M (August 2026); clients rose from 380 to 795 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $146M | 795 | 4 | 1 |
| June 2025 | $120M | 380 | 3 | 1 |
Besides its headquarters, The Musuneggi Financial Group has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 4600 J Barry Court, Suite 410, CanonsburgHQ
Contact and registration details
- Legal name
- The Musuneggi Financial Group, LLC
- Headquarters
- 4600 J Barry Court, Suite 410, Canonsburg, PA 15317
- Website
- mfgplanners.com
- Phone
- 412-341-2888
- SEC file
- 801-132243
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
The Musuneggi Financial Group uses Dunham & Associates Investment Counsel ($73.9M, 51%) and Assetmark Brokerage ($71.5M, 49%) as custodians for its separately managed accounts. The Musuneggi Financial Group does not have custody of client assets.
- Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $71.5M49%
- Dunham & Associates Investment CounselDunham & Associates Investment Counsel, Inc. · San Diego, CA · $73.9M51%
What the accounts hold
- Other100%
- Aum managed by third party managers.100%
How many clients does The Musuneggi Financial Group have?
The Musuneggi Financial Group has 795 clients and manages $146 million for them, as of August 2026. They include 648 individual clients, 129 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does The Musuneggi Financial Group offer?
The Musuneggi Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Musuneggi Financial Group charge?
The Musuneggi Financial Group charges 0.50%–1.25% a year for its Portfolio management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC, filed 14 August 2026
Which custodians does The Musuneggi Financial Group use?
The Musuneggi Financial Group’s separately managed account assets are held at Dunham & Associates Investment Counsel, Inc. (San Diego, CA), with $73.9M and Assetmark Brokerage, LLC (Concord, CA), with $71.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does The Musuneggi Financial Group have?
The Musuneggi Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Musuneggi Financial Group invest in?
At the end of its last fiscal year, The Musuneggi Financial Group’s separately managed accounts held 100% other. The 100% other category is described as: Aum Managed by Third Party Managers.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Musuneggi Financial Group?
The Musuneggi Financial Group’s direct owner is Christopher Musuneggi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does The Musuneggi Financial Group get paid?
The Musuneggi Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Musuneggi Financial Group?
The Musuneggi Financial Group’s main office is at 4600 J Barry Court, Suite 410, Canonsburg, PA 15317. Its phone number is 412-341-2888. Its website is mfgplanners.com.