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WEALTH MANAGEMENT Group

Updated today

Client assets under management

$31,692,909

Clients

170

6% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

34

Very Low

Average account size

$186,429

About

Wealth Management Group, Inc. provides advisory services to individuals — including high net worth clients — and a range of institutional clients such as pension and profit‑sharing plans, charities, and retirement plans. The firm’s Brochure describes offerings that include financial planning (one‑time or ongoing and hourly consulting), discretionary investment management, a mutual fund asset allocation program, retirement plan consulting and 401(k) account management, and investment research.

WMG delivers advice through its investment adviser representatives who may rely on model allocation portfolios and multiple investment strategies (Income, Growth with Income, Growth, and Aggressive Growth) while selecting research and execution methods consistent with client objectives. The Brochure reports the firm manages approximately $31.7 million, all in discretionary accounts, and notes that its published investment research is sometimes provided without individual customization.

The Brochure also highlights the firm’s participation in educational conferences and events made available through its custodian relationship with Schwab, an activity the firm uses for advisor education and potential client programming. Additionally, WMG’s disclosure of access to a broad range of investment vehicles — including structured products, ETNs, hedge funds, managed futures, BDCs and options — points to a wider menu of complex and alternative investments than is typical for many peer firms of similar team size.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Individual 401k management services

Expertise

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting

Fee options

Fixed

Financial planning flat fees range from $250 to $15,000; also investment research fees may be charged on flat rate basis

Percentage

$0 - $250,000: 1.25% $250,001 - $500,000: 1.20% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.10% $1,000,001+: 1.05%

Project-based

Up to $400 per hour

Other

Account minimum: $25,000 (negotiable) Fee-only: Hourly fees up to $400 per hour; flat fees ranging from $250 to $15,000

Main office location

WEALTH MANAGEMENT Group

Tipp City OH, United States

Number of offices

6

Most active in

Nevada · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hogan C

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Hogan Choyce is a financial advisor with WEALTH MANAGEMENT Group in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Distribution Now. Outside of financial services, he has worked as a sanitation worker for H-E-B. WEALTH MANAGEMENT Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program. The firm combines individual financial planning with institutional retirement services and participates in educational seminars with custodial partners.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Gavan G

Series 65

Beavercreek, OH

WEALTH MANAGEMENT Group

Gavan Griesmeyer is a financial advisor at Wealth Management Group with one year of industry experience. He holds a Series 65 designation and has worked at Key Bank since 2020. Wealth Management Group serves both individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and investment research. The firm combines individual financial planning with institutional retirement plan services and a mutual fund allocation program.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Michael G

CFP®, Series 63

Tipp City, OH

WEALTH MANAGEMENT Group

Michael Griesmeyer is a CFP® with 40 years of industry experience and has been with Wealth Management Group since 1991. He holds a Series 63 license and is based in Tipp City, Ohio. In addition to his advisory role, he is a licensed insurance agent selling life, health, long-term care, and disability insurance, as well as fixed annuities. Wealth Management Group serves individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, employing both discretionary and non-discretionary management strategies tailored to client objectives.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Jason M

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of advising, he operates an independent health insurance brokerage specializing in individual and group health insurance as well as fixed and immediate annuities. Wealth Management Group serves both individual clients, including high-net-worth individuals, and institutional clients such as corporate pension plans and foundations. The firm offers comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program, using a combination of model portfolios and third-party research with discretionary and non-discretionary management options.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
user avatar

Alan B

Series 63, Series 65

Houston, TX

WEALTH MANAGEMENT Group

Alan Birsinger is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and with four years of industry experience. He previously worked at Invesco for 21 years and held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group serves individual and institutional clients, offering comprehensive financial planning, investment management, retirement plan consulting, and a mutual fund allocation program. The firm combines individual financial planning with institutional retirement services and uses model allocations and third-party research across multiple investment strategies.

General retirement planning Income planning Retirement income strategy Long-term care insurance Cash flow / budgeting
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