M.b. Engdahl & Co.

M.b. Engdahl & Co. is a fee-only investment adviser registered with the securities regulator of New York, with its main office in Jamestown, New York. On its latest Form ADV, filed March 26, 2026, it reports 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: New York
Firm CRD number	126473
Office	3045 Fluvanna Avenue Jamestown, NY 14701
Phone	(716) 485-1409
Website	Not listed
Regulatory assets under management	Not reported
Individual clients	60 non-high-net-worth, 0 high-net-worth
Financial planning clients	51-100
How it charges	Hourly
Services	Financial planning
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	March 26, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.