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MPM Wealth Advisors

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Total assets under management

$888,866,554

More info

Total clients

1,148

25% high-net worth

Total advisors

20

of 20 employees

Firm size

Multi Team

Average clients per advisor

57

Average account size

$774,274

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Model portfolio provider

Fee options

Fixed

Fixed fees for financial planning services; amounts negotiated per client agreement.

Percentage

$0 - $100,000: Not explicitly stated, but accounts under $100,000 may be declined or subject to different terms $100,000+: 0.75% annually

Project-based

Hourly charges for financial planning services; specific rates not disclosed in the excerpt.

Other

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.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

MPM Wealth Advisors

7429 International Drive, Suite A

Holland OH 43528-8623, United States

Number of offices

13

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 419-861-1400

Advisors at this firm

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Bahiya F

Series 63, Series 65

Dearborn, MI

MPM Wealth Advisors
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Steven B

Series 63, Series 65

Southfield, MI

MPM Wealth Advisors
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Gabriel T

CFA®, Series 63

West Lake Hills, TX

MPM Wealth Advisors
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Erin B

Series 63, Series 65

Lancaster, OH

MPM Wealth Advisors
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Matthew L

CFP®, PFS™, Series 65

Grand Rapids, MI

MPM Wealth Advisors
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James H

Series 65

Holland, OH

MPM Wealth Advisors
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Glenn S

Series 65

Crossville, TN

MPM Wealth Advisors
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Darrin C

Series 63, Series 65

Fremont, OH

MPM Wealth Advisors
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Chelsea H

CFP®, Series 65

Chicago, IL

MPM Wealth Advisors
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George D

Series 66

Holland, OH

MPM Wealth Advisors
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Ryan S

CFP®, Series 66

Holland, OH

MPM Wealth Advisors
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Bryan O

Series 63, Series 65

Holland, OH

MPM Wealth Advisors
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Sean S

Series 63, Series 65

Holland, OH

MPM Wealth Advisors
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Stephen M

CFP®, Series 66

Miramar Beach, FL

MPM Wealth Advisors
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Craig H

Series 63, Series 65

Naples, FL

MPM Wealth Advisors
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