The Mentzer Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
$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%
$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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
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