MVRK Financial Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth individuals, families, family offices, and related entities, generally requiring a high minimum net worth to engage. Its services cover coordinated estate and tax oversight, risk and insurance reviews, philanthropic planning, trust administration support, operational/concierge services, and selection and monitoring of third‑party investment managers.
The firm uses an open‑architecture, fee‑only consulting model and typically acts in a non‑discretionary capacity, providing strategic oversight, asset allocation guidance, manager due diligence, and access to private and alternative investments without executing trades or serving as custodian. MVRK emphasizes coordination with clients’ tax, legal, and trustee advisors and delivers ongoing monitoring and performance oversight under an assets‑under‑advisement arrangement rather than reporting regulatory AUM.
Noteworthy aspects include common ownership ties to another registered investment adviser through its holding company, a relationship the brochure acknowledges as a potential conflict that the firm says it mitigates by making recommendations based on client needs and leaving affiliate engagement optional. The firm also reports $0 in regulatory AUM but discloses roughly $160 million in assets under advisement, underscoring its advisory‑only, family‑office focus and relatively small, selective client base.
Client services
Expertise
Occupation focus
Fee options
Fixed or retainer fees for family office or consulting services; one-time upfront consulting fees ranging from $10,000 to $150,000
0.25% – 1.00% annually on Assets Under Advisement (AUA) — negotiable based on scope and complexity
Hourly rates generally range from $250 to $500 per hour, not to exceed $500 per hour
Fixed annual or quarterly retainers billed in advance or arrears depending on client agreement
Account minimum: $100,000,000 Fee-only: Fee-only model with no commissions or referral fees received
Main office
See office361 N. Carolina Ave
Palm Harbor FL 34683
Advisors at this office
1
Offices (2)
Most active in
Florida · Ohio
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.
Forms ADV
Advisors at this firm
Matthew B
CFA®, Series 66
West Chester, OH
MVRK Financial Consultants, LLC
Matthew Bell is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at MVRK Financial Consultants, LLC with one year of experience at the firm. His prior roles include positions at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. He also worked as a tutor with Wyzant Tutoring for two years. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra‑high‑net‑worth clients, focusing on coordinated estate and tax oversight, philanthropic planning, and third‑party manager selection. The firm operates on a fee‑only consulting model, emphasizing strategic oversight and asset allocation guidance without trade execution or custody.
Josiah S
CFP®, Series 65
Palm Harbor, FL
MVRK Financial Consultants, LLC
Josiah Sears is a CFP® with five years of industry experience, currently serving at MVRK Financial Consultants, LLC in Palm Harbor, FL. He has worked at Oxford Financial Group, Ltd. for four years and held positions at several firms, including 49 Financial and MVRK Financial Holdings, LLC. Sears is also the founder and CEO of MVRK Financial Consultants, a family office consulting practice serving ultra-high-net-worth families. MVRK Financial Consultants provides customized family office and wealth advisory services to ultra-high-net-worth individuals, families, family offices, and related entities. The firm offers coordinated estate and tax oversight, philanthropic planning, trust administration support, and access to private and alternative investments through a non-discretionary, fee-only consulting model.
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