The Mentzer Group, LLC logo

The Mentzer Group, LLC

Updated today

Client AUM

$23,481,517

Clients

246

Advisors

1

of 4 employees

About

The Mentzer Group serves individual clients (including high‑net‑worth individuals), as well as corporate and charitable clients, providing ongoing portfolio management, hourly financial planning, and retirement‑account rollover advice. The firm also facilitates access to third‑party sub‑advisors and model portfolios through a managed‑account program offered by AE Wealth Management, including participation in a wrap fee program.

Investment work is delivered on a discretionary basis using a written Investment Policy Statement for each client and regular portfolio monitoring; the firm employs a mix of charting, fundamental, technical, and cyclical analysis and implements both long‑ and short‑term trading strategies. Financial planning is provided separately on an hourly basis, and the adviser handles implementation and allocation decisions, including selecting model managers available through the AE Wealth Management platform.

What is distinctive is the firm’s high client load for a single‑advisor practice—roughly 200+ clients per advisor—which is uncommon among peers and may affect how reviews and communications are managed (accounts are reviewed at least quarterly by the firm’s advisor). The firm also discloses that certain advisers are licensed insurance agents and may offer commissionable insurance products and rollovers to IRAs managed by the firm, a potential conflict of interest that the brochure identifies and addresses under its fiduciary policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning Wealth management Active portfolio management

Occupation focus

Founder/Business Owner Executive

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Fee options

Percentage

$1 - $100,000: 1.50% $100,001 - $300,000: 1.30% $300,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.10% Above $1,000,000+: 1.00%

Project-based

$250 per hour

Main office

7632 Gleason Drive

Knoxville TN 37919

Advisors at this office

1

Most active in

Tennessee

Also doing business as

105 Name · The Mentzer 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

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