Mutual Trust Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000⁠-⁠$350,000

“MTAG charges a negotiable fixed fee that ranges from $25,000 to $350,000 or an hourly fee of up to $350/hour.”

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

How Mutual Trust Advisory Group bills

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

• “Hourly fees are billed in hourly increments, and due upon delivery of service.”
• “Fees are billed quarterly, in advance, and are based on the value of your portfolio at the end of the preceding quarter.”
• “Investment management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the Client’s financial circumstances, among others.”

How Mutual Trust Advisory Group’s fees compare

• Its flat or project fee of $25,000-$350,000 is above the Florida median of $4,900. 100% of the 320 other Florida planners that publish a flat or project fee charge less.

About Mutual Trust Advisory Group

• Firm size: 3 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 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

1.75% a year

Clients

176

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$165,776,178

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

277060

Website

facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Fryan.rocuant.1%2F (opens in new tab)

Phone

(239) 204-4333

Can advise clients in 4 states: Florida, North Carolina, South Carolina, Texas

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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