MJ Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MJ Wealth Management LLC offers combined investment management and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, and small businesses, and also provides more affordable, foundational planning for lower‑ or middle‑net‑worth households. The firm frames its work as Wealth Management, covering investment implementation, cash‑flow and tax considerations, and ongoing financial planning support.
The firm’s investment process is centered on asset‑allocation decisions guided by an Investment Policy Statement and typically operates on a discretionary basis, with multiple billing arrangements available including percentage‑of‑assets, flat retainers and hourly planning. MJ Wealth also conducts occasional educational workshops for clients and their guests, uses third‑party account aggregation for held‑away assets, and directs clients toward a recommended custodian relationship.
What is distinctive about MJ Wealth relative to many peers is its mix of offerings and background: it is a newly formed, single‑owner firm with no reported assets under management to date and a founder profile combining employee‑benefits experience and technology/Capital Markets consulting. The firm’s operational choices — including the availability of hourly planning, periodic client workshops, a targeted program for early‑career partners/CPAs, and a policy leaving proxy voting to clients — further differentiate its service model from more typical institutional managers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fee for Financial Planning and Consulting Services as agreed in advance
$100,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000+: 0.60%
$300 per planner-hour for Financial Planning and Consulting Services
Flat quarterly retainer fee for Investment Management Services as agreed in advance
Account minimum: $1,000,000 Minimum fee: Minimum fee of $1,250 per year for assets under $100,000; Early Career Partner Plan minimum fee of $6,000 annually until assets exceed $600,000 Fee-only: Hourly Financial Planning and Consulting fee: $300/hour; also offers flat fees or capped hourly fees for planning and consulting
Main office
Roswell GA
Advisors at this office
1
Most active in
Georgia
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.
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