Mako Wealth Group is a registered investment advisor founded in March 2026 and based in Rochester, Minnesota. Led by founder and Certified Financial Planner Thomas Knutson, the firm offers comprehensive financial planning, ongoing wealth management, project-based financial planning, and workplace financial wellness benefits. Mako Wealth Group builds personalized investment portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and independent investment managers through platforms like Altruist. The firm operates as a fee-only practice, meaning compensation is received solely from clients without commissions or product sales incentives. Services encompass retirement planning, tax strategies, estate planning, cash flow management, business consulting, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Outside manager fees are separate if applicable, with a combined fee cap of 2%.