CMG Financial Consulting offers advice on cash flow, college funding, retirement, risk management, estate, and tax planning. They provide ongoing portfolio management and educational seminars. The firm works with clients to understand their goals and create a financial plan. They also offer tax preparation services and fee-only annuities.
Assets Under Management$150M
Clients118
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management
Clients utilizing the Early Investor, Foundation Builder or Financially Independent plans receive portfolio management services at no additional charge. These plans range from $450 to $1250 per month and include financial planning and investment recommendations.
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