MPM Wealth Advisors fees and pricing

Financial planner in Holland, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, MPM Wealth Advisors charges $100⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$400/hr; “Services, Extended Financial Planning Services & Consulting Services Fees Financial Planning and Consulting Services’ fees typically range from $100 to $400 per hour to $15,000 (or more) on a fixedfee basis, depending on the scope and complexity of the engagement and the professional providing the underlying services.”

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

“Because certain terms of a client’s Advisory Agreement are negotiable, clients should always refer to their individual Advisory Agreement(s) for the particular terms and Fee Schedules applicable to them.”
“Advisory Fees are due and payable immediately following the end of the calendar quarter.”
“The Advisory Fee billed to the cash portion of client accounts will exceed money market yields when rates for such money market funds are lower than the Advisory Fees charged to the account.”

Its hourly rate of $100-$400 spans the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
1 of the 2 other planners in Holland that publish an hourly rate charge less.

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
Minimum: $1,000,000 in assets (stated in brochure)
Clients: 1,094
Employees: 18
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $1,038,583,016
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 104926
Website: mpmwealth.com (opens in new tab)
Phone: (419) 861-1400

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