PMG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PMG Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, and business owners with discretionary investment management, financial planning, and retirement‑plan consulting. The firm also provides plan‑level fiduciary consulting and refers clients to third‑party money managers when appropriate, consistent with its stated service menu for retail and institutional clients.
PMG manages customized portfolios in‑house using a mix of fundamental, technical and charting analysis and offers named strategies such as an “Advance & Protect” approach that treats cash as an explicit asset class and uses a global‑macro, “go anywhere” orientation. Portfolios are typically managed on a discretionary basis, reviewed at least quarterly, and PMG may combine in‑house sleeves with outside managers or tailored allocations to address tax, income, or legacy needs.
PMG’s regulatory disclosures highlight two affiliations that are less common among comparable team firms: its advisers are also registered representatives of LPL Financial (which serves as its primary custodian and execution platform) and the firm maintains referral/solicitor arrangements with selected third‑party investment advisers that compensate PMG. The ADV also discloses recent changes to its advisory fee schedule and the firm’s use of third‑party providers for estate‑document coordination, illustrating a mix of in‑house management, broker‑dealer ties, and external adviser relationships that distinguish its operating model from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Direct bill retirement plan advisory services charged on a flat fee basis generally ranging from $300 to $3,500.
$0 - $99,999: 1.25% $100,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $3,499,999: 0.90% $3,500,000 - $4,999,999: 0.85% $5,000,000 - $7,499,999: 0.75% $7,500,000 - $9,999,999: 0.65% $10,000,000 - $24,999,999: 0.50% $25,000,000+: Negotiable
Investment advisor representatives may receive commissions from sales of investment products and insurance; commissions may be used to offset advisory fees.
Up to $500 per hour for financial planning and consulting services, depending on complexity.
Account minimum: $0 (no explicit minimum stated, but tiered fees start from accounts with assets under management of up to $99,999) Fee-only: Financial planning services charged up to $500 per hour, negotiable based on complexity; direct-bill retirement plan advisory fees on a flat fee basis ranging from $300 to $3,500.
Main office
60 Landover Pkwy, Ste. D
Hawthorn Woods IL 60047
Advisors at this office
4
Most active in
California · Florida · Illinois · New Hampshire · Texas
Also doing business as
Pmg Wealth Management · Pmg Wealth Management, Inc.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan Z
Series 66
Hawthorn Woods, IL
PMG Wealth Management
Ryan Zentz is a financial advisor with PMG Wealth Management who holds the Series 66 designation and has three years of industry experience. Prior to joining PMG Wealth Management, he held roles at LPL Financial and has experience outside finance including work with DoorDash. PMG Wealth Management serves individuals, trusts, estates, and business owners, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using fundamental, technical, and charting analysis, combining in-house management with outside managers to meet varied client needs.
Phillip G
CFP®, Series 63, Series 66
Hawthorn Woods, IL
PMG Wealth Management
Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.
George M
CFP®, Series 66
Hawthorn Woods, IL
PMG Wealth Management
George Maroudas is a CFP® professional with seven years of experience in financial advising. He is currently with PMG Wealth Management and has also worked with LPL Financial. His background includes roles at John Cabot University and Michigan State University. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage customized portfolios and offers strategies such as the “Advance & Protect” approach, blending in-house management with outside managers to address diverse client needs.
Daniel D
ChFC®, Series 63, Series 65
Hawthorn Woods, IL
PMG Wealth Management
Daniel Dame is a financial advisor at PMG Wealth Management with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at PMG Wealth Management since 2016 and has been associated with LPL Financial since 2009. Outside of his advisory role, he acts as a broker for various non-variable insurance products through Dame Financial Services. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, often blending in-house management with outside managers to address client-specific needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)