Advisor at M&M Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M&M Wealth Management, LLC
Location
Fort Myers, FL 33912
Credentials
CFP®, Series 66
Industry experience
20 years
Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.
Based on M&M Wealth Management, LLC
Based on M&M Wealth Management, LLC
Fixed fees for pension consulting and financial planning services range from $100 to $15,000
1.50% annually
$400 per hour for pension consulting and financial planning services
Account minimum: $500,000
13410 Parker Commons Blvd, Suite 101
Fort Myers, FL 33912
Arizona · Florida · Ohio · Texas · Wisconsin
M&M Wealth Management, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
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Series 65
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