# Jason Mickey

> Jason Mickey is a fee-only financial advisor at Wealth Management Group in Houston, Texas. Jason focuses on retirement planning and tax planning. Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-mickey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Management Group
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $31.7M across 170 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 4392613 (https://adviserinfo.sec.gov/individual/summary/4392613)
- **SEC registration:** Investment adviser representative in NV, TX
- **Exams passed:** Series 63 (2013), Series 65 (2021)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.wmginc.co

## Frequently asked questions

### Is Jason Mickey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Mickey based?

Jason Mickey is based in Houston, Texas.

### What does Jason specialize in?

Jason's specialties include retirement planning and tax planning.

### Is Jason Mickey registered with the SEC?

Yes. Jason Mickey is registered as an investment adviser representative in NV and TX (CRD 4392613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Management Group manage?

Wealth Management Group reports $31.7M across 170 accounts in assets under management.

### How do I contact Jason Mickey?

Through Jason's website, www.wmginc.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4392613): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wmginc.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.