MFG Private Wealth
SEC RegisteredYour family of financial professionals
About the firm
The Musuneggi Financial Group is an independent, wealth management firm. For over forty years we have helped individuals, families and businesses identify and realize their financial goals. Independence means we are free to customize your plan using products and solutions that are the just-right fit for your situation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investments, retirement planning, estate planning, and business continuity planning
Who they serve
Individuals, families, and business owners and entrepreneurs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 648 | $36M |
| High Net Worth Individuals | 129 | $87M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 13 | $19M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.25% |
| $250,001 - $500,000 | 1.15% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.85% |
| $2,000,001 - $3,000,000 | 0.75% |
| $3,000,001 and up | 0.50% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MFG Private Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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