CMG Financial Consulting

Updated today

Find your advisor

Client assets under management

$148,697,163

Clients

116

38% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,281,872

About

CMG Financial Consulting serves individual and high‑net‑worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm also provides accounting and personal tax return preparation services, including preparing and filing federal and state returns, through its advisory platform.

CMG primarily practices passive investment management, constructing diversified portfolios with index mutual funds and ETFs and supplementing research with fundamental analysis; portfolios are typically managed on a discretionary basis and the firm also monitors held‑away accounts. Clients receive ongoing supervision and planning through subscription-style service tiers that bundle financial planning, investment oversight, annuity analysis, and access to sub‑advisors for fixed‑income management.

A distinguishing feature of CMG is the integration of accounting and tax-preparation capabilities with advisory services—its founder holds a CPA and the firm performs tax preparation for clients, an affiliation that is uncommon among supported peers. The firm operates with a small advisory team managing a meaningful asset base while offering fee‑only annuity planning, bundled planning/management arrangements, and services tailored to employer retirement plans and certain professional groups.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Annuities Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning

Occupation focus

Doctor or Medical Professional Self-Employed

Demographic focus

Young Professionals Approaching retirement Retired

Fee options

Percentage

$0 - $500,000: Included in Early Investors Plan fee ($450/month) $500,001 - $1,000,000: Included in Foundation Builders Plan fee ($850/month) $1,000,001+: Included in Financially Independent Plan fee ($1,250/month)

Other

Fee-only: Comprehensive Financial Planning and Portfolio Management fees are flat monthly fees ($225 to $1,250 per month depending on plan); Tax preparation fees negotiated per engagement; no commissions or performance-based fees.

Main office location

CMG Financial Consulting

Scottsdale AZ, United States

Number of offices

Most active in

Arizona · California · Florida · Illinois · Louisiana · New York · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

Forms ADV

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

Quick links

Facebook X Website (877) 695-8004

Advisors at this firm

Clint G

CFP®, CFA®

Scottsdale, AZ

CMG Financial Consulting

Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.

Annuities Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional Self-Employed Young Professionals Approaching retirement Retired

Jonel T

CFP®, Series 65

Scottsdale, AZ

CMG Financial Consulting

Jonel Tomines is a CFP® professional with five years of industry experience, currently advising at CMG Financial Consulting in Scottsdale, AZ. His prior roles include positions at Origin Financial, Mariner Wealth Advisors, and EP Wealth Advisors. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm integrates accounting and tax-preparation services with advisory offerings, primarily employing passive investment management through diversified portfolios of index mutual funds and ETFs.

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support