MMHP Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$403,720,223
Total clients
360
51% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
180
Average account size
$1,121,445
About
MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third‑party managers, and financial planning primarily for individual and high‑net‑worth clients. The firm manages roughly $404 million across about 360 client accounts supported by a two‑advisor platform.
The advisory process begins with a pre‑advisory consultation and a profile questionnaire to establish objectives, time horizon, and risk tolerance, after which the firm implements customized asset allocation across equities, fixed income, mutual funds and ETFs. Investment decisions draw on both fundamental and technical analysis, and most accounts are managed on a discretionary basis; the firm also offers monitored solutions where outside managers handle day‑to‑day trading.
What is distinctive about MMHP relative to many supported peers is its concentration of assets on a small advisory team — resulting in unusually high AUM per advisor — and the fact that certain supervised persons are licensed to sell life, health and annuity insurance products and may receive commissions for those sales, a potential conflict the firm discloses. The firm also documents its custodial arrangements with major custodians and its role as a fiduciary for ERISA/IRA clients, including procedures for custody oversight and standing letters of authorization.
Client services
Fee options
Financial planning fixed fee up to $10,000 for initial engagement
$0 - $200,000: 1.50% $200,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Up to $300 per hour for financial planning services
Account minimum: $200,000
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.
Main office location
MMHP Investment Advisors
240 South Hansell Street
Thomasville GA 31792, United States
Number of offices
1
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")