MACC IV Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,500,000
Clients
170
12% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
170
Very HighAverage account size
$191,176
About
MACC IV Group provides discretionary portfolio management and retirement and investment planning for individuals and trusts, and offers free review, selection and ongoing rebalancing of employer-qualified retirement plans (401(k), 403(b), and profit-sharing). The firm holds client accounts at Altruist LLC and reports no account minimums to open or maintain an advisory relationship.
The firm's investment approach emphasizes diversified asset allocation across equities, fixed income, and cash equivalents, implemented primarily through curated mutual fund portfolios that are reviewed for performance and turnover. Portfolios are managed on a discretionary basis and tailored to clients’ goals and risk tolerances; clients may impose restrictions on holdings and may consent to limited margin use when appropriate.
Noteworthy operational features include a technology-enabled estate-planning facilitation through a third-party provider (Wealth, Inc.), with optional attorney consultations available separately, and complimentary employer-plan services that are offered apart from its investment management. The firm reports approximately $32.5 million in discretionary assets across about 170 client relationships and accepts proxy-voting authority to carry out its investment decisions.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Fee options
$8,000+: 1.25% annually
Account minimum: $8,000 Minimum fee: $25 per quarter for accounts under $8,000 (not to exceed 3% annually)
Main office location
MACC IV Group
Chandler AZ, United States
Number of offices
2
Most active in
MACC IV Group has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Georgia · Illinois · Maryland · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")