A complete list of active advisors currently associated with Mentor Financial Advisory Group, Ltd.

Warmer can help you find a great advisor at Mentor Financial Advisory Group, Ltd. or one who fits your needs even better.

Mentor Financial Advisory Group, Ltd. provides fee-only financial planning and portfolio management primarily for individual and high-net-worth clients, and occasionally for corporations. Its services cover comprehensive planning topics — including tax planning, employee benefits, insurance, debt management, cash reserves and estate planning — alongside ongoing portfolio monitoring and advice. The firm combines fundamental security analysis with a passive, low‑expense, index‑based asset-allocation approach for long‑term holdings and uses a broad set of asset classes in its recommendations. All investment activity is managed on a non‑discretionary basis (the firm reports approximately $88 million managed non‑discretionarily and $0 discretionary), and accounts are reviewed at least quarterly, with trade execution occurring only after client authorization. Notable features include a long operating history (established in 1992), a business model that is entirely fee‑only and that does not charge performance‑based fees, and a revenue mix where a majority of fees (about 65%) come from advice not involving securities. The firm also recommends a specific custodial platform for execution and, because it does not trade on a discretionary basis or aggregate orders, clients retain direct control over trade decisions — resulting in highly individualized, concentrated client relationships (22 clients as reported).

To learn more about the advisors currently working at Mentor Financial Advisory Group, Ltd., 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.