M&m Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly fee for these services is $400.”

Flat or project fee

$100⁠-⁠$15,000

“The negotiated fixed rate for creating client financial plans is between $100 and $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How M&m Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of MMWML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of MMWML's fees within five business days of signing the Financial Planning Agreement.”
• “Fees are paid in advance or arrears. 5 Payment of Fixed or Hourly Pension Consulting Services Fees Fixed pension consulting fees are paid via check.”

How M&m Wealth Management, LLC’s fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Fort Myers that publish an hourly rate charge less.
• Its flat or project fee of $100-$15,000 spans the Florida median of $4,900. 72% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Fort Myers that publish a flat or project fee charge less.

About M&m Wealth Management, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

251

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$82,918,264

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170859

Website

mandmwealthmanagement.com (opens in new tab)

Phone

(239) 288-6542

Can advise clients in 4 states: Arizona, Florida, Ohio, Wisconsin

Other planners in Fort Myers that publish fees

• Broaden Wealth LLCFort Myers$500/hr
• Campbell Financial Partners, LLCFort Myers$1,200
• CPK Wealth Management LLCFort Myers$125⁠-⁠$250/hr
• Evolution Wealth Management Inc.Fort Myers$350/hr, $2,500⁠-⁠$20,000
• Macke Financial Advisory GroupFort Myers$100/mo
• Marquis Wealth Management GroupFort Myers$150⁠-⁠$400/hr, $375⁠-⁠$625/qtr

Compare all 10 planners in Fort Myers