Advisor at MBM Wealth Consultants, 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
MBM Wealth Consultants, LLC
Location
Chesterfield, MO 63017
Credentials
CFP®, Series 66
Industry experience
11 years
Maria Alvarez is a CFP®-certified financial advisor at MBM Wealth Consultants, LLC with 11 years of industry experience. She previously worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company from 2014 to 2022. Alvarez is also a member and owner of Alvarez Wealth Management, LLC, a business entity for tax purposes. MBM Wealth Consultants is an independent advisory firm managing approximately $418 million in discretionary client assets for individuals, retirement plans, trusts, and estates. The firm employs model-based portfolio management using fundamental, technical, and cyclical analysis across various securities, and offers trustee services and retirement plan consulting.
Based on MBM Wealth Consultants, LLC
Based on MBM Wealth Consultants, LLC
Fixed fees range from $1,000 to $5,000 for financial planning and consulting services; trustee services may charge annual fee based on trust assets.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.25%
Certain supervised persons offer securities brokerage services and insurance products on a separate commission basis; commissions vary and are not charged by MBM.
Approximately $150 per hour for financial planning and consulting services
Fee-only: Hourly fees approx. $150/hour; Fixed fees from $1,000 to $5,000 for financial planning and consulting services
16401 Swingley Ridge Rd., Suite 450
Chesterfield, MO 63017
Missouri · Texas
MBM Wealth Consultants, LLC
2022 - Present (4 years)
Mass Mutual Investors Services
2014 - 2022 (8 years)
Mass Mutual LIfe Insurance Company
2014 - 2022 (8 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.
Series 65
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Series 63, Series 65
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Premier Wealth Advisory Services, Inc.
Series 66
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