About the firm
S.A. Mason is an independent wealth management firm serving individuals, families, trusts, estates, foundations, and charitable organizations. The firm was established in 2009 and has been built through client relationships and referrals. S.A. Mason LLC is an independent, fee-based registered investment adviser operating as a fiduciary, offering no proprietary products, earning no commissions, and maintaining no undisclosed conflicts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Discretionary investment management and comprehensive financial planning
Who they serve
Individuals, families, trusts, estates, foundations, and charitable organizations
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $250,000 - $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.75% |
| Above $2,000,000 | 0.60% |
Data as of March 26, 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. S.a. Mason, LLC 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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