MBM WEALTH CONSULTANTS, LLC
SEC RegisteredWe help advisors maximize their business by minimizing the day-to-day distractions of business operations.
About the firm
MBM Advisor Services offers support to financial advisors through affiliation, equity ownership, and acquisition arrangements. The firm provides a range of services designed to improve profitability, achieve work/life balance, and maximize the value of advisors' businesses. Their Pathfinder Process is designed to identify each advisor's unique objectives and strategies to achieve those goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Transition Support, Investment Management, Legal & Compliance, TrueCOST Analysis, Practice Management, Succession Planning, Technology Suite, Systems Management, and Risk Assessment.
Who they serve
Financial advisors looking to maximize their business through affiliation, equity ownership, or acquisition.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 473 | $151M |
| High Net Worth Individuals | 131 | $302M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 28 | $19M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $6,000,000 | 0.50% |
| Above $10,000,000 | 0.25% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MBM WEALTH CONSULTANTS, 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.