MNM Vested, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
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
25
TypicalAverage account size
$0
About
MNM Vested, LLC is a state-registered, fee-only financial planning and advisory firm that serves individual clients (25 clients reported). The firm provides ongoing financial planning and counseling services including saving plans, goals analysis, asset allocation and investment advice, insurance and estate planning, retirement and education planning, income tax preparation, and small‑business planning, and it does not act as a custodian or directly manage client assets.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversification using mutual funds and broad-index ETFs, a buy-and-hold posture, and avoidance of market timing. Recommendations are developed from client-provided data and third‑party research (for example, Morningstar and Schwab resources), and accounts are reviewed at least annually or more frequently when circumstances change.
Noteworthy features for a solo adviser include the combination of tax preparation and small-business planning with financial planning and its role as an on‑demand personal financial counselor to military service members through Magellan Federal. MNM Vested also uses Charles Schwab’s institutional platform to support client accounts maintained at Schwab, does not accept commissions or referral fees, and does not custody or aggregate trades for client accounts.
Client services
Financial planning
Pension consulting
Expertise
General retirement planning
Fee options
Minimum fee: Financial Planning fee begins at $4,000 Fee-only: Fixed financial planning fee of $4,000 plus 0.030% of assets under advisement
Main office location
MNM Vested, LLC
16420 Park Ten Pl, Ste 220
Houston TX 77084, United States
Number of offices
1
Most active in
MNM Vested, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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