MBM Wealth Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$453,113,710
Clients
604
Advisors
11
across 3 offices
About
MBM Wealth Consultants provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $476.7 million in discretionary assets under management across roughly 600 clients and also offers trustee services and retirement plan consulting.
The firm manages client assets through tailored model portfolios that primarily allocate among individual equity and debt securities, ETFs, and options, and on a more limited basis mutual funds and Independent Managers; its investment analysis combines fundamental, technical, and cyclical methods. MBM also offers ERISA 3(38) retirement plan investment management and may recommend privately placed securities to accredited investors, and it may employ margin and option strategies where appropriate.
Several operational features distinguish MBM from many peers: some supervised persons are registered representatives of a broker-dealer and also licensed insurance agents affiliated with an in-house insurance agency, which the firm discloses as a potential conflict when commission-based products are recommended. MBM participates in LPL Financial’s institutional platform and disclosed receiving a seven-year forgivable transition payment and ongoing software and support tied to custody at LPL; the firm reports controls and monitoring to address the incentive to recommend that custodian.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $5,000 for financial planning and consulting services; trustee services may charge annual fee based on trust assets.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $10,000,000: 0.50% Above $10,000,000+: 0.25%
Certain supervised persons offer securities brokerage services and insurance products on a separate commission basis; commissions vary and are not charged by MBM.
Approximately $150 per hour for financial planning and consulting services
Fee-only: Hourly fees approx. $150/hour; Fixed fees from $1,000 to $5,000 for financial planning and consulting services
Main office
See office16401 Swingley Ridge Rd., Suite 450
Chesterfield MO 63017
Advisors at this office
9
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Iowa · Maryland · Missouri · New York · North Carolina · Oregon · Texas · Virginia · Washington · Wisconsin
Also doing business as
Mbm Wealth Consultants, LLC · Zantrillion Wealth Advisors, 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Quick links
Advisors at this firm
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)