MWM Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We charge an hourly fee of $250.00 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

Flat or project fee

$2,000⁠-⁠$10,000

“We charge a fixed fee for financial planning services, which generally ranges between $2,000 $10,000.”

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

How MWM Advisory Group, LLC bills

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

• “If the agreement is executed at any time other than the first day of a calendar quarter, our fees will apply on a pro-rata basis, which means that the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
• “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
• “We do not require you to pay fees more than 6 months in advance.”

How MWM Advisory Group, LLC’s fees compare

• Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
• None of the 2 other planners in Valparaiso that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$10,000 spans the Indiana median of $5,000. 68% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Valparaiso that publish a flat or project fee charge less.

About MWM Advisory Group, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.25% a year

Clients

225

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$39,372,639

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310866

Website

mwmfinancial.tax (opens in new tab)

Phone

(219) 510-5069

Can advise clients in 2 states: Illinois, Indiana

Other planners in Valparaiso that publish fees

• Dunes FinancialValparaiso$250/hr, $2,000⁠-⁠$12,000
• Kotys Wealth ProfessionalsValparaiso$375/hr
• Lauer Wealth ManagementValparaiso$1,000⁠-⁠$50,000
• Pinnacle Financial Group LLCValparaiso$500

Compare all 6 planners in Valparaiso