Mtm Financial Group, LLC
Bethlehem, PA·SEC-registered · CRD #147221
Mtm Financial Group, LLC is an SEC-registered investment advisory firm in Bethlehem, PA managing $772M across 3.3k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$772M
Client accounts
3.3k
Advisory staff
9
Fee model
Fee-based
How Mtm Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mtm Financial Group, LLC
How much does Mtm Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Mtm Financial Group, LLC reports $772M in regulatory assets under management across roughly 3.3k client accounts.
How does Mtm Financial Group, LLC charge?
Mtm Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mtm Financial Group, LLC a fiduciary?
Yes. Mtm Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #147221), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mtm Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mtm Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethlehem, PA
Profile compiled from Mtm Financial Group, LLC's public SEC Form ADV filing (CRD #147221, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mtm Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mtm Financial Group, LLC? Claim this profile.