MMG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,927,307
Total clients
144
7% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$235,606
About
MMG Wealth Management serves individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, charitable organizations, and businesses, providing discretionary investment management and both project‑based and ongoing financial planning. The firm offers ongoing portfolio supervision and written financial plans, and facilitates access to third‑party money managers and mutual fund–based advisory options.
The firm’s investment approach combines passive and active strategies grounded in modern portfolio theory, with portfolios constructed around targeted asset allocations and implemented on a discretionary basis. MMG also places clients in LPL Financial–sponsored programs (including OMP, PWP, MWP, SWM, and ManagerAccessSelect), offers American Funds advisory arrangements, and may recommend unaffiliated third‑party managers as part of its solution set.
What is distinctive is that, despite a relatively small advisory team and roughly $30.8 million in assets under management, MMG sponsors its own wrap fee program and requires client custody at LPL Financial — features that are uncommon for peers in this category. The brochure also discloses that certain firm personnel maintain insurance licenses and may receive commissions for insurance product sales, even as the firm describes its advisory services as fee‑only, a conflict the firm identifies and addresses in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range between $500 to $8,900, payable in installments and negotiable.
Insurance commissions may be earned by licensed professionals separately from advisory fees.
Starting at $375 per hour for ad hoc consulting work.
Fee-only: Investment management fees generally range between 0.50% and 1.50% annually, negotiable; Financial Planning fixed fees range from $500 to $8,900 (negotiable); Hourly consulting fees start at $375 per hour.
Main office location
MMG Wealth Management
Grand Haven MI, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")