WMG Financial Advisors, LLC

Financial Advisor in Brandon, MS

Firm Info
Address: 106 Highpointe Ct b, Brandon, MS 39042, USA
Website:
Phone: (601) 949-8740

Firm Size
Assets Under Management: $461.2 million
# of Advisors: 13
# of Clients: 1,152
Client to Advisor Ratio: 89:1
Average Account Size: $400,376
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Wmg Financial Advisors, LLC Overview

WMG Financial Advisors, LLC is a fee-only investment advisory firm providing financial planning and portfolio management services to individuals, small businesses, and institutional clients. The firm is headquartered in Knoxville, TN and has been providing investment advice since 2019. As a registered investment advisory firm, WMG Financial Advisors only provides investment advice and does not engage in any securities transactions or offer any other financial products. The firm's fee arrangement is fee-only, which means that clients pay a fee based on the assets under management, rather than commissions or other transaction-based fees. This fee structure aligns the firm's interests with those of its clients, as their compensation is not tied to any particular investment product or transaction. WMG Financial Advisors offers a range of services, including financial planning, portfolio management, and pension consulting services. Their portfolio management services are available for both individual and small business clients, as well as institutional clients. Additionally, the firm offers advisory services in the selection of other advisors. With their fee-only structure and investment advice only focus, WMG Financial Advisors is well-positioned to provide unbiased and objective advice to clients seeking financial guidance. As a relatively new firm, it will be interesting to see how they grow and evolve in the years to come.

WMG Financial Advisors, LLC is a comprehensive financial advisory firm that caters to a diverse clientele base. The firm's clients are spread across different spheres of financial capability, including individuals, high net worth individuals, pooled investment vehicles, pension, or profit-sharing plans. WMG Financial Advisors, LLC understands that each client's financial needs are unique, and offers customized solutions to meet their individual needs. The firm does not discriminate against any client based on their financial background, and is committed to offering quality services to each of them. When it comes to fee structures, WMG Financial Advisors, LLC offers flexibility and transparency. The fees charged by the firm vary depending on the services provided to each client. They use two main fee structures: percentage of assets under management (AUM) and fixed fees. The percentage of AUM fee structure is charged as a percentage of the total assets managed by the firm on behalf of the client. On the other hand, a fixed fee is charged for specific services, such as financial planning or portfolio management. Additionally, the firm may charge performance-based fees when the client's portfolio performs above a certain benchmark. By offering different fee structures, WMG Financial Advisors, LLC aims to provide clients with different options that suit their financial goals and circumstances. This approach ensures that clients only pay for services that they need, and eliminates any hidden costs that may arise along the way.

Typical Clients, Fee Structures & Investment Minimum

According to WMG FINANCIAL ADVISORS, LLC's Part 2 Brochure, there is no mention of an investment minimum. Therefore, it can be assumed that the firm does not have an investment minimum for clients.

How This Office Can Help Brandon, MS Residents

HWA Financial Group is a financial advisory firm that offers a range of services to assist clients in Ellicott City, MD. The firm helps clients improve their financial positions by providing them with customized financial strategies and solutions. The professionals at HWA Financial Group work closely with their clients in Ellicott City to assess their financial circumstances and develop a plan that best suits their needs. In Ellicott City, MD, there are a variety of financial challenges that someone may be facing. These include planning for retirement, managing debt, creating and sticking to a budget, investing wisely, and looking for ways to reduce taxation. HWA Financial Group helps clients tackle these issues by providing personalized advice and developing a comprehensive financial plan that is tailored to their specific circumstances. The firm aims to make it easier for clients in Ellicott City to achieve their financial goals, whether that be saving for retirement or building a stable financial future for themselves and their families.

To view the Minimum Investment and Fee Schedule for Wmg Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Wmg Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wmg Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 106 Highpointe Ct b, Brandon, MS 39042, USA
Phone (601) 949-8740
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 620 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN 37932, United States

This firm has no other locations.

State Registrations

Wmg Financial Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Kentucky
  • Louisiana
  • Mississippi
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Wmg Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs