MENTOR FINANCIAL ADVISORY GROUP, LTD.

Overview

Mentor Financial Advisory Group, Ltd. is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm operates primarily on a non-discretionary basis and offers a mix of fee models — percent‑of‑AUM, hourly, and fixed fees — which points to a hybrid advisory/planning practice where clients often retain trading authority while receiving ongoing advice. Mentor Financial’s asset mix and stated activity emphasize public mutual funds as the primary vehicle for implementing client strategies, supplemented by third‑party alternative managers where appropriate. The firm is not positioned as a multi‑state adviser, does not act as a capital allocator running proprietary funds, and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices