{"url":"https://nivawealth.com/firms/the-musuneggi-financial-group-334574","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/334574","regulatoryAum":145509045,"crd":"334574","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8067062","suffix":null,"lastName":"Livingood","firstName":"Ean","middleName":"Matthew"},{"crd":"3124311","suffix":null,"lastName":"Musuneggi","firstName":"Christine","middleName":"Emily"},{"crd":"3124308","suffix":null,"lastName":"Musuneggi","firstName":"Christopher","middleName":"Sean"},{"crd":"1020162","suffix":null,"lastName":"Musuneggi","firstName":"Mary Grace","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-30","regulatoryAum":119760198,"clients":380,"employees":3,"offices":1},{"filedOn":"2026-08-14","regulatoryAum":145509045,"clients":795,"employees":4,"offices":1}],"secFileNumber":"801-132243","legalName":"The Musuneggi Financial Group, LLC","displayName":"The Musuneggi Financial Group","slug":"the-musuneggi-financial-group-334574","website":"https://mfgplanners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/the-musuneggi-financial-group-llc","founded":null,"organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4600 J Barry Court, Suite 410","city":"Canonsburg","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"15317"},"tradeNames":[],"registration":{"secApproved":"24 March 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":158687.47747747749,"staff":{"employees":4,"advisory":4,"brokerDealerReps":3,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":145509045,"discretionary":145509045,"discretionaryAccounts":795,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":648,"regulatoryAum":35872205},{"label":"High-net-worth individuals","clients":129,"regulatoryAum":87427965},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":19407293},{"label":"Charitable organizations","clients":3,"fewerThan5":true,"regulatoryAum":2742246},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":59336}],"feePrograms":[{"role":"main","program":"Portfolio management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","versionId":1054916,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","versionId":1054916,"submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC"},{"role":"other","program":"Pension consulting, asset-based","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","versionId":1054916,"submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC"},{"role":"other","program":"Pension consulting, fixed and hourly","summary":"Fixed pension consulting fees range from $500 to $250,000 and hourly pension consulting fees from $200 to $500.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","versionId":1054916,"submittedOn":"2026-08-14","documentName":"FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:56:48.51791+00:00","documents":[{"name":"FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","versionId":1054916,"submittedOn":"2026-08-14"}]},"custodians":[{"name":"Assetmark Brokerage, LLC","shortName":"Assetmark Brokerage","location":"Concord, CA","smaAssets":71510181},{"name":"Dunham & Associates Investment Counsel, Inc.","shortName":"Dunham & Associates Investment Counsel","location":"San Diego, CA","smaAssets":73897070}],"custodyNote":"The Musuneggi Financial Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Musuneggi","title":"Managing Member, President, and Chief Compliance Officer","crd":"3124308"}],"ownership":[{"label":"Christopher Musuneggi","detail":"Managing member, president, and chief compliance officer in the 75% or more ownership band and a control person, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"4600 J Barry Court, Suite 410","city":"Canonsburg","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-341-2888","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"11-25","assetMix":[{"label":"Other","percent":100,"detail":"Aum Managed by Third Party Managers."}],"privateFunds":0},"sources":{"adv1FilingDate":"14 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/334574/PDF/334574.pdf","brochureDate":"14 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054916","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Musuneggi Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Musuneggi Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Musuneggi Financial Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Musuneggi Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Musuneggi Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Musuneggi Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Musuneggi Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Musuneggi Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Musuneggi Financial Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}