MMG Wealth Management logo

MMG Wealth Management

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Client assets under management

$33,804,109

Clients

144

7% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

48

Typical

Average account size

$234,751

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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Business ownership considerations

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Fixed financial planning fees range between $500 to $8,900, payable in installments.

Percentage

$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)

Project-based

Hourly consulting fees start at $375 per hour.

Other

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 location

MMG Wealth Management

Grand Haven MI, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Passive / index investing Active portfolio management Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Holleigh U

Series 65

Grand Haven, MI

MMG Wealth Management

Holleigh Urbanik is a financial advisor at MMG Wealth Management with a Series 65 credential and two years of industry experience. She previously worked at Women's Wealth Boutique and Bayou Financial Planning, LLC. Outside of her advisory role, she holds a Notary Public Commission. 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, combining passive and active strategies based on modern portfolio theory and offering access to various third-party money managers and advisory programs.

Wealth management Passive / index investing Active portfolio management Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Brenda B

Series 66

Grand Haven, MI

MMG Wealth Management

Brenda Bridges is a financial advisor at MMG Wealth Management with 11 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Equity Services, National Life, and Axa Advisors. Outside of her advisory role, she is involved as a divorce mediator and collaborative financial neutral with Bridging Divorce Solutions, LLC. MMG Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, offering discretionary investment management and financial planning. The firm combines passive and active investment strategies based on modern portfolio theory and sponsors its own wrap fee program with client custody at LPL Financial.

Wealth management Passive / index investing Active portfolio management Business ownership considerations Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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