Jason Mickey
Wealth Management Group · Houston, Texas
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.
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Specialties
Facts
| Firm | Wealth Management Group |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.7M across 170 accounts |
| SEC registration | Investment adviser representative in NV, TX · CRD 4392613 |
| Exams passed | Series 63 (2013) · Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wmginc.co |
| Profile |
How Jason's firm compares
- Wealth Management Group's average account is about $186,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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