CMG Financial Consulting
Firm details
- Headquarters
- ,
- CRD number
- 288359
- Registered since
- November 6, 2024
- Website
- cmgfin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.87%
- Individuals12.5%
- Pension & Profit Sharing Plans0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CMG Financial Consulting is an independent, SEC-registered RIA organized as an LLC and operating as a fee-for-service advisory and accounting practice. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selection-of-other-advisers services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator and uses third‑party managers; it does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds2%
Contacts
2 of 2
Jonel Tomines
Service AdvisorCRD 6746131
Clint Gossage
FounderCRD 6781780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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