A complete list of active advisors currently associated with Mako Wealth Group

Warmer can help you find a great advisor at Mako Wealth Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mako Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Knutson	Rochester, MN	1

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