JW
CFP

Jonathan Weimer

10 Years of Experience

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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mtm Financial Group, LLC
February 2023 - Present · 2 yrs 11 mos
The Strategic Financial Alliance, INC. Broker
January 2023 - Present · 3 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - January 2023 · 4 yrs 6 mos
Strategic Advisers LLC
June 2018 - July 2018 · 1 mo
Fidelity Brokerage Services LLCBroker
September 2015 - January 2023 · 7 yrs 4 mos
State Registrations7 states
DEFLNJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.