Stephen Myler
Stephen Myler is a CFP-designated registered investment advisor at Mpm Wealth Advisors, based in Miramar Beach, FL, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.
Location
Miramar Beach, FL
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Regulatory History (1)
Regulatory
June 2015Other Business Activities
Stephen operates Myler Financial Planning as a sole proprietor, offering comprehensive financial planning services. He also works as a military family readiness counselor, advising families on financial readiness.
Employment History
Current Registrations
Mpm Wealth Advisors
Previous Registrations
Onyx Wealth Advisors, INC.
Cambridge Legacy Securities L.L.C.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.Broker
Usallianz Securities, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Superior Wealth Care, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.