A complete list of active advisors currently associated with Mavs Wealth Management Group, LLC

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

Mavs Wealth Management Group, LLC is a newly formed SEC‑registered investment adviser that provides investment management and financial planning to individuals, high‑net‑worth clients, IRAs and business owners and may also operate through pooled vehicles and third‑party platforms. Its service menu includes portfolio management, subscription financial planning, and on‑demand hourly consulting, alongside access to turnkey asset management programs and institutionalized digital platforms. The firm builds customized portfolios using an asset‑allocation framework that draws on fundamental, technical and tactical analysis and offers both discretionary and non‑discretionary implementation with regular monitoring and rebalancing. It works through third‑party solutions — including TAMPs and Schwab’s Institutional Intelligent Portfolios® program, and recommends custodial options such as Charles Schwab and Altruist — while describing the use of artificial intelligence tools for research, predictive analytics and administrative tasks with human oversight. Notable distinctions for a manager in this category include the explicit offering of hourly consulting and a subscription planning model in addition to traditional asset‑based management, a practice that is statistically uncommon among investment‑manager firms. The firm also discloses startup status with no reported assets under management and describes economic relationships with custodians and insurance vendors that may provide benefits to the firm, with stated policies to manage those conflicts under its fiduciary obligations.

To learn more about the advisors currently working at Mavs Wealth Management Group, LLC, 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
Jesse Anastase	St. Petersburg, FL	1

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