Insights

Client-centric planning With over 30 years in investments and wealth management and a focus on personalized planning, Mason and Associates presents a strong opportunity to upsell advanced retirement and estate services to current clients seeking a comprehensive financial roadmap.

Fee-only advisory As a fee-only federally registered investment adviser, the firm may attract high-trust clients seeking transparent fee structures, offering a pathway to introduce fiduciary-grade financial planning services and ongoing wealth management for affluent households.

Mid-market growth Revenue in the mid-range and a lean employee count (11-50) suggests potential for scalable tech-enabled advisory services, including digital client onboarding, client portal enhancements, and outsourced operations to improve margins.

Geographic expansion Serving multiple states such as AZ, CA, CO, IL, IA, NV, NJ, TX indicates appetite for expansion opportunities; target cross-state high-net-worth prospects with localized marketing and compliant advisory capabilities.

Tech stack synergy Current technology usage (AppNexus, Font Awesome, ScrollReveal, Moment.js, security measures) opens doors for targeted digital marketing partnerships, data analytics for client segmentation, and enhanced website trust signals to attract new clients.

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Mason and Associates, Inc. Tech Stack

Mason and Associates, Inc. uses 8 technology products and services including AppNexus, Font Awesome, ScrollReveal, and more. Explore Mason and Associates, Inc.'s tech stack below.

AppNexus
Advertising
Font Awesome
Font Scripts
ScrollReveal
Javascript Libraries
Moment.js
Javascript Libraries
HSTS
Security
GlobalSign
System Security Services
X-Content-Type-Options
Web & Portal Technology
Nginx
Web Servers

Mason and Associates, Inc.'s Email Address Formats

Mason and Associates, Inc. uses at least 1 format(s):

Mason and Associates, Inc. Email Formats	Example	Percentage
FLast@masonlifeplanning.com	JDoe@masonlifeplanning.com	82%
First@masonlifeplanning.com	John@masonlifeplanning.com	13%
FirstLast@masonlifeplanning.com	JohnDoe@masonlifeplanning.com	5%

Frequently Asked Questions

What is Mason and Associates, Inc.'s phone number?

You can contact Mason and Associates, Inc.'s main corporate office by phone at

+1-323-254-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mason and Associates, Inc.'s official website and social media links?

Mason and Associates, Inc.'s official website is masonlifeplanning.com and has social profiles on LinkedIn.

How much revenue does Mason and Associates, Inc. generate?

As of July 2026, Mason and Associates, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Mason and Associates, Inc.'s NAICS code?

Mason and Associates, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Mason and Associates, Inc. have currently?

As of July 2026, Mason and Associates, Inc. has approximately 21 employees across 1 continents, including North America. Key team members include Founder/Structural Engineer: P. M.Director And Licensed Psychologist: L. B.Principal: D. M.. Explore Mason and Associates, Inc.'s employee directory with LeadIQ.

What industry does Mason and Associates, Inc. belong to?

Mason and Associates, Inc. operates in the Financial Services industry.

What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes AppNexusFont AwesomeScrollRevealMoment.jsHSTSGlobalSignX-Content-Type-OptionsNginx.

What is Mason and Associates, Inc.'s email format?

Mason and Associates, Inc.'s email format typically follows the pattern of FLast@masonlifeplanning.com. Find more Mason and Associates, Inc. email formats with LeadIQ.

When was Mason and Associates, Inc. founded?

Mason and Associates, Inc. was founded in 1989.

Mason and Associates, Inc.

Q: How many employees does Mason and Associates, Inc. have currently?

Mason and Associates, Inc. has approximately 21 employees.

Q: What technology does Mason and Associates, Inc. use?

Mason and Associates, Inc.'s tech stack includes Nginx, ScrollReveal, hCaptcha, Open Graph, iCIMS.

Q: What is Mason and Associates, Inc.'s NAICS code?

Mason and Associates, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

Mason and Associates, Inc. operates in the financial services sector with a focus on investments, wealth management, insurance, estate planning, retirement planning, and business continuity planning. The firm emphasizes a client-centered approach, aiming to understand each individual’s life story to guide the development of a financial roadmap that aligns with personal goals and objectives. It serves residents in multiple states as a federally registered, fee-only investment adviser, positioning itself as a fiduciary-oriented partner in comprehensive financial planning. Based in Los Angeles, California, the company has been operating for more than three decades and serves a client base ranging from individuals to small to mid-sized households seeking integrated planning across several financial disciplines.