Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$512K average
Assets Under Management
$620.7M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$495 - $1,995
Hourly Rate:$245 - $485/hr

MTM Financial Group charges fees for investment supervisory services based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees range from $495 to $1,995 for fixed plans and $245 to $485 per hour for hourly services. All fees are paid in arrears upon completion. Clients are responsible for third-party fees like custodian and transaction fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

4505 Hanoverville Road, Bethlehem, PA, 18020

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Regulatory History (5)
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Financial
June 2016
Final
Judgment / Lien
July 2014
Judgment / Lien
July 2013
Judgment / Lien
September 2011
Judgment / Lien
September 2010
Employment History
Current Registrations
Mtm Financial Group, LLC
January 2019 - Present · 7 yrs
The Strategic Financial Alliance, INC. Broker
May 2012 - Present · 13 yrs 8 mos
Previous Registrations
The Strategic Financial Alliance
May 2012 - July 2020 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2010 - October 2010 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - October 2010 · 2 mos
Lincoln Financial Advisors CorporationBroker
December 2008 - June 2010 · 1 yr 6 mos
Lincoln Financial Advisors Corporation
December 2008 - June 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - November 2008 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2007 - November 2008 · 1 yr 8 mos
PNC Capital Markets LLCBroker
August 2006 - April 2007 · 8 mos
Merrill Lynch Investment Managers LP
September 2001 - September 2004 · 3 yrs
Fam Distributors, INC.Broker
December 2000 - August 2004 · 3 yrs 8 mos
State Registrations2 states
NJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.