MTM Financial Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$772M

Discretionary

$772M

100% of AUM

Avg account

$236K

Accounts

3,276

Employees

Advisory reps

Firm details

Headquarters: Bethlehem, Pennsylvania
CRD number: 147221
Registered since: June 1, 2015
Website: www.morethanmoneyonline.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.3%
HNWI10.16%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MTM Financial Group, LLC is a privately owned wealth advisory firm organized as an LLC and registered with the SEC since 2015. The firm serves both individual and family clients as well as institutional accounts. Its business model mixes advisory and transactional activities: advisors operate as registered representatives of a broker-dealer, and the firm also conducts insurance brokerage and accounting work. On the advisory side MTM provides financial planning, portfolio management for retail and small business clients as well as for institutions, pension consulting, and investor education through publications and seminars. MTM charges a blend of fee types, including percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a multi-state adviser.