Sarasota, FL Fruitville Rd Office

MRA Advisory Group provides wealth management and financial planning to individuals and businesses, delivering portfolio management, retirement planning, insurance placement, tax preparation through an affiliated CPA practice, estate document preparation via a third‑party service, and sub‑advisory arrangements. The firm serves both retail and high‑net‑worth clients and manages discretionary and non‑discretionary accounts with program options for held‑away retirement accounts and customized solutions for larger portfolios.

The firm implements risk‑based model portfolios ranging from conservative to aggressive that are reviewed by an Investment Committee and periodically rebalanced, and it uses third‑party tools for risk analytics and held‑away account management. MRA also offers an overlay for Biblically Responsible Investing, may include alternative investments and private equity for eligible clients, and operates a wrap‑fee program that consolidates management and transaction services.

Distinctive features noted in the brochure include a subscription‑based, advisor‑assisted financial planning service delivered via a mobile app, an affiliated tax preparation/CPA practice, and multiple insurance agency affiliations that sell commission products. MRA is also a sponsor of a private real‑estate focused fund managed by firm personnel, offers access to a federally insured multi‑bank cash program through a third‑party administrator, and disclosed a prior SEC settlement related to advertising hypothetical performance, with attendant updates to its compliance and disclosure practices.