Advisor at MPM Wealth Advisors
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.
Fixed fees for financial planning services; amounts negotiated per client agreement.
$0 - $100,000: Not explicitly stated, but accounts under $100,000 may be declined or subject to different terms $100,000+: 0.75% annually
Hourly charges for financial planning services; specific rates not disclosed in the excerpt.
Account minimum: $100,000 minimum account size Fee-only: Financial planning services offered for hourly or fixed fees; fees are negotiated and documented in individual agreements.
Modern Portfolio Management
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Crossville, TN
Edward Jones
Series 66
Crossville, TN
Edward Jones
Series 66
Crossville, TN
North Pointe Financial Advisors, Inc
CFP®, Series 63, Series 65
Fairfield Glade, TN
Crouch Investment Group, Inc.
Series 65
Crossville, TN
Witt Financial Group, LLC
Series 63
Crossville, TN
Witt Financial Group, LLC
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