MMG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MMG Wealth Management provides investment management, financial planning, and access to third‑party advisory programs for individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside project‑based and ongoing planning engagements, and it also serves as the sponsor and manager of an MMG Wealth Management Wrap Program.
The firm builds client‑specific investment policies and uses asset allocation frameworks (including Modern Portfolio Theory), employing both passive and active vehicles such as stocks, bonds, mutual funds, ETFs, and select structured products. MMG commonly implements accounts through program platforms and third‑party managers (including direct American Funds advisory options and various LPL‑sponsored programs), managing portfolios on a discretionary basis with attention to risk tolerance, tax considerations, and periodic rebalancing.
MMG is notable among peers for sponsoring its own wrap fee program and for advisors who maintain insurance licenses and may receive commissions on insurance sales—an affiliated activity the brochure discloses as a potential conflict of interest. As a recently formed, small advisory firm with roughly $34 million in discretionary assets and three advisors, it combines use of LPL’s program and custody platform with in‑house planning and third‑party manager access.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed financial planning fees range between $500 to $8,900, payable in installments.
$0+: 0.50% to 1.50% annually (negotiable) $10,000+: Up to 2.5% for Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.95% for Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.95% for Model Wealth Portfolios Program (MWP) $25,000+: Variable for Manager Access Select Program (minimum $25,000, may be higher)
Hourly consulting fees start at $375 per hour.
Fee-only: Investment management fees generally range between 0.50% and 1.50% annually (negotiable); Fixed fees for financial planning range from $500 to $8,900 (negotiable); Hourly consulting fees start at $375 per hour.
Main office
Grand Haven MI
Advisors at this office
2
Most active in
Michigan
Also doing business as
Bayou Financial Planning, LLC · Melissa Myers Group · Mmg Wealth Management · Sunnyside Advisors, LLC · Sunnyside Financial Group, 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:
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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.
Forms ADV
Quick links
Advisors at this firm
Melissa M
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
Melissa Myers is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with MMG Wealth Management in Grand Haven, MI, and previously worked at Bayou Financial Planning, Women’s Wealth Boutique, and LPL Financial. Outside her advisory role, she is involved in education and lifestyle coaching through her business Sunkissed and Blessed, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management and financial planning using a combination of passive and active strategies grounded in modern portfolio theory.
Brenda B
Series 66
Grand Haven, MI
MMG Wealth Management
Brenda Bridges is a financial advisor at MMG Wealth Management with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and Equity Services, Inc. Outside of her advisor role, she is involved in divorce mediation and collaborative financial neutral services through Bridging Divorce Solutions, LLC. MMG Wealth Management provides investment management, financial planning, and access to third-party advisory programs for individuals, retirement plans, charitable organizations, and businesses. The firm employs client-specific investment policies using both passive and active vehicles, managing portfolios on a discretionary basis with attention to risk tolerance and tax considerations.
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