MTM FINANCIAL GROUP, LLC
SEC RegisteredWith Us, It's Always About More Than Money
About the firm
MtM Financial Group is a full-service financial advisory firm that offers investment management, retirement planning, income tax services, estate planning, insurance services, and more. The firm emphasizes a fiduciary duty to act in clients' best interests and builds long-term personal relationships with clients. Advisors meet with clients every 90 days for a thorough review of their financial situation and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisory services, financial investment management, retirement planning, income tax services, estate planning, Social Security strategies, life insurance, long-term care strategies, wills and trusts, and free second opinions on existing financial plans.
Who they serve
Individuals, families, and business owners seeking comprehensive financial advisory services; the firm is selective about the clients it accepts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,259 | $689M |
| High Net Worth Individuals | 14 | $78M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $150,000 | 2.00% |
| $150,001 - $250,000 | 1.75% |
| $250,001 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| Above $1,000,000 | 1.00% |
Data as of March 25, 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. MTM FINANCIAL GROUP, 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.
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