Mako Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mako Wealth Group provides fee-only advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers investment management, ongoing and project-based financial planning, retirement plan consulting and management, workplace financial wellness benefits, and educational seminars.
The adviser develops individualized investment policies and uses asset-allocation principles and Modern Portfolio Theory, employing a mix of passive and active strategies and, when appropriate, recommending Outside Managers or subscribing to Altruist’s Model Marketplace. For plan sponsors, MWG can provide discretionary retirement plan management and acts as an ERISA investment manager where engaged; it relies on custodian valuations and implements trades on an account-by-account basis rather than aggregating block trades.
Noteworthy distinctions include an explicit focus on pension consulting and retirement plan services—an offering less common among independent advisers—and the recent addition of a formal Workplace Financial Wellness Benefit (listed as a material change). The firm is newly formed (founded March 2026), reported $0 in assets under management as of May 13, 2026, and discloses the principal’s outside role advising Mayo Clinic benefactors, which the brochure states does not involve MWG clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fees $0 to $25,000; Educational Seminars fees $0 to $100,000 per seminar; Workplace Financial Wellness Benefit flat fee up to $1,000 per employee per month
$0+: 0.50% annually (Wealth Management Services) $0+: 1.00% annually (Retirement Plan Consulting and Management)
Project-Based Financial Planning hourly rate $350/hour
Fee-only: Ongoing Financial Planning fees $1,500 to $5,000 quarterly in advance; Project-Based Financial Planning fixed fees $0 to $25,000 or hourly $350/hour
Main office
Rochester MN
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Mako Wealth Group · Mako Wealth Group 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
Advisors at this firm
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