MensaH Finance Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,915,000
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$150,577
About
Mensah Finance Group, LLC provides investment advisory and financial planning services to individual clients, including high‑net‑worth individuals. The firm manages accounts on both a discretionary and non‑discretionary basis and creates an Investment Policy Statement for each client that documents goals, time horizon, and risk tolerance.
The firm's investment approach is based on fundamental analysis and uses both long‑term and short‑term trading across mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), real estate funds/REITs, TIPS, and non‑U.S. securities. Mensah Finance Group states a policy of seeking fair and equitable allocation of limited investment opportunities (including IPOs), conducts regular portfolio monitoring, and provides quarterly account reports through its custodian.
A noteworthy feature is that the advisory firm also operates as a CPA/accounting firm and provides accounting and tax services to clients, a dual role disclosed as a separate business activity and potential source of advice; clients are not required to use those services. The firm is a solo adviser managing roughly $3.9 million for about 26 clients, requires use of Interactive Brokers as custodian, and generally delivers one‑time financial plans with the option for additional engagements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Fee options
1.50% annually
$250 per hour
Main office location
MensaH Finance Group, LLC
1100 Peachtree St. Ne, Suite 200
Atlanta GA 30309, United States
Number of offices
1
Most active in
MensaH Finance Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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