MWM Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,508,761
Clients
225
Advisors
1
of 3 employees
About
MWM Advisory Group provides discretionary portfolio management, financial planning, and financial consulting to individual and high-net-worth clients. The firm combines investment management with advisory services and may also deliver tax and insurance-related advice through its affiliated activities.
The firm tailors portfolios using a mix of ETFs, mutual funds, and individual equities and applies methods such as modern portfolio theory, fundamental and technical analysis. In client service and operations it relies on third‑party technology—Nitrogen Wealth for financial analysis, the Circle Black client portal for reporting and data access—and has engaged Vise AI Advisors as a limited discretionary sub‑adviser to rebalance and execute trades against models the firm designs.
What sets the firm apart from many peers is its small, largely solo practice model combined with multiple industry affiliations: personnel are insurance‑licensed and may earn commissions from insurance sales, the owners provide tax services, and the firm maintains a formal relationship with a licensed attorney to assist with legal documents. The use of an AI-driven sub‑adviser with trade execution delegated for rebalancing (at the firm’s expense) plus integrated client portal technology are also distinctive operational features for a firm of this size.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services generally range from $2,000 to $10,000; negotiable.
$0 - $300,000: 1.25% $300,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,000+: 0.60%
Insurance products commissions earned by licensed representatives (separate from advisory fees).
Houry fee of $250 for financial planning and consulting services; negotiable.
Account minimum: $100,000 Fee-only: Financial planning services fixed fee $2,000-$10,000; hourly fee $250. Fees are negotiable.
Main office
332 W. Us Hwy 30, Suite B
Valparaiso IN 46385
Advisors at this office
1
Most active in
Illinois · Indiana
Also doing business as
Mwm Advisory Group · Mwm Advisory 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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
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