Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
WEALTH MANAGEMENT Group
Team
Firm-wide stats for WEALTH MANAGEMENT Group
About
Wealth Management Group, Inc. provides advisory services to individuals — including high net worth clients — and a range of institutional clients such as pension and profit‑sharing plans, charities, and retirement plans. The firm’s Brochure describes offerings that include financial planning (one‑time or ongoing and hourly consulting), discretionary investment management, a mutual fund asset allocation program, retirement plan consulting and 401(k) account management, and investment research.
WMG delivers advice through its investment adviser representatives who may rely on model allocation portfolios and multiple investment strategies (Income, Growth with Income, Growth, and Aggressive Growth) while selecting research and execution methods consistent with client objectives. The Brochure reports the firm manages approximately $31.7 million, all in discretionary accounts, and notes that its published investment research is sometimes provided without individual customization.
The Brochure also highlights the firm’s participation in educational conferences and events made available through its custodian relationship with Schwab, an activity the firm uses for advisor education and potential client programming. Additionally, WMG’s disclosure of access to a broad range of investment vehicles — including structured products, ETNs, hedge funds, managed futures, BDCs and options — points to a wider menu of complex and alternative investments than is typical for many peer firms of similar team size.
Based on WEALTH MANAGEMENT Group
Expertise
Based on WEALTH MANAGEMENT Group
Location
Houston TX
Advisors at this office
3
Advisors at this office
Hogan C
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Hogan Choyce is a financial advisor with Wealth Management Group, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America. Outside of financial advising, he works as a sanitation worker. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, and retirement plan consulting, utilizing multiple investment strategies and managing approximately $31.7 million in discretionary accounts.
Jason M
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Jason Mickey is a financial advisor with Wealth Management Group in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Park Avenue Securities for nine years and has been affiliated with Guardian Life Insurance Company since 2015. He operates an independent health insurance brokerage focused on individual and group health insurance and fixed/immediate annuities. Wealth Management Group serves both high net worth individuals and institutional clients, offering financial planning, discretionary investment management, retirement plan consulting, and investment research. The firm employs multiple investment strategies and provides access to a range of complex and alternative investment vehicles.
Alan B
Series 63, Series 65
Houston, TX
WEALTH MANAGEMENT Group
Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wealth Management Group in 2023, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2021 to 2023, and previously spent 21 years at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and operates as an independent agent for life and health insurance sales. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm employs multiple investment strategies and offers financial planning, discretionary management, retirement plan consulting, and access to a broad range of complex investment vehicles.
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”)