CMG Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$148,697,163
Clients
116
Advisors
2
of 4 employees
About
CMG Financial Consulting serves individual and high‑net‑worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm also provides accounting and personal tax return preparation services, including preparing and filing federal and state returns, through its advisory platform.
CMG primarily practices passive investment management, constructing diversified portfolios with index mutual funds and ETFs and supplementing research with fundamental analysis; portfolios are typically managed on a discretionary basis and the firm also monitors held‑away accounts. Clients receive ongoing supervision and planning through subscription-style service tiers that bundle financial planning, investment oversight, annuity analysis, and access to sub‑advisors for fixed‑income management.
A distinguishing feature of CMG is the integration of accounting and tax-preparation capabilities with advisory services—its founder holds a CPA and the firm performs tax preparation for clients, an affiliation that is uncommon among supported peers. The firm operates with a small advisory team managing a meaningful asset base while offering fee‑only annuity planning, bundled planning/management arrangements, and services tailored to employer retirement plans and certain professional groups.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: Included in Early Investors Plan fee ($450/month) $500,001 - $1,000,000: Included in Foundation Builders Plan fee ($850/month) $1,000,001+: Included in Financially Independent Plan fee ($1,250/month)
Fee-only: Comprehensive Financial Planning and Portfolio Management fees are flat monthly fees ($225 to $1,250 per month depending on plan); Tax preparation fees negotiated per engagement; no commissions or performance-based fees.
Main office
Scottsdale AZ
Advisors at this office
2
Most active in
Arizona · California · Florida · Illinois · Louisiana · New York · Ohio · South Carolina · Texas
Also doing business as
Cmg Financial Consulting · Cmg Financial Consulting, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Clint G
CFP®, CFA®
Scottsdale, AZ
CMG Financial Consulting
Clint Gossage is a CFP® and CFA® with eight years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. He has worked at CMG Financial Consulting since 2017 and previously spent nine years with Hank, Inc. dba DF Enterprises. In addition to advisory services, Mr. Gossage provides tax preparation and accounting services through CMG Financial Consulting. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and annuity planning. The firm integrates accounting and tax-preparation services with its advisory platform and primarily practices passive investment management through diversified portfolios of index mutual funds and ETFs.
Jonel T
CFP®, Series 65
Scottsdale, AZ
CMG Financial Consulting
Jonel Tomines is a CFP® professional with six years of industry experience, currently serving as an advisor at CMG Financial Consulting in Scottsdale, AZ. His prior experience includes roles at Origin Financial, Mariner Wealth Advisors, and Ep Wealth Advisors. CMG Financial Consulting serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, comprehensive financial planning, retirement-plan consulting, investment consultation, and annuity planning. The firm combines passive investment management with fundamental analysis and integrates accounting and tax-preparation services alongside its advisory platform.
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