Motley Fool Wealth Management, LLC

Motley Fool Wealth Management provides discretionary portfolio management through its Personal Portfolio Program and nondiscretionary financial planning and counseling to individuals, trusts, business entities and retirement plans. The firm also supports institutional clients through Model Delivery Services that license and deliver its Model Portfolios to broker‑dealers and other advisers.

MFWM constructs client allocations from a menu of Stock‑Based and Index‑Based Model Portfolios using information collected in an online Profile, offers annual rebalancing, and makes Planner Services available at specified asset thresholds (e.g., counseling at $300,000 and financial planning at $1,000,000). The firm uses third‑party aggregation software for client reporting and incorporates affiliated research from The Motley Fool/MFAM into its research process while stating that portfolio managers make independent trading and allocation decisions and that client accounts can diverge from published newsletter services.

Compared with many peers, MFWM is notable for its integration with The Motley Fool group — including shared research and personnel relationships with Motley Fool Asset Management and links to Motley Fool publishing — and for offering both retail managed accounts and model licensing to institutions. The firm also discloses active promotional programs and the use of third‑party solicitors, and has recently announced a pending transaction to transfer client advisory agreements to Apollon Wealth Management, a change that creates a disclosed conflict of interest tied to client consents.