The Mentzer Group, LLC

The Mentzer Group serves individual clients (including high‑net‑worth individuals), as well as corporate and charitable clients, providing ongoing portfolio management, hourly financial planning, and retirement‑account rollover advice. The firm also facilitates access to third‑party sub‑advisors and model portfolios through a managed‑account program offered by AE Wealth Management, including participation in a wrap fee program.

Investment work is delivered on a discretionary basis using a written Investment Policy Statement for each client and regular portfolio monitoring; the firm employs a mix of charting, fundamental, technical, and cyclical analysis and implements both long‑ and short‑term trading strategies. Financial planning is provided separately on an hourly basis, and the adviser handles implementation and allocation decisions, including selecting model managers available through the AE Wealth Management platform.

What is distinctive is the firm’s high client load for a single‑advisor practice—roughly 200+ clients per advisor—which is uncommon among peers and may affect how reviews and communications are managed (accounts are reviewed at least quarterly by the firm’s advisor). The firm also discloses that certain advisers are licensed insurance agents and may offer commissionable insurance products and rollovers to IRAs managed by the firm, a potential conflict of interest that the brochure identifies and addresses under its fiduciary policies.