John Mahshie
MPM Advisors Group · Liverpool, New York
John Mahshie is a fee-only financial advisor at MPM Advisors Group in Liverpool, New York. John focuses on retirement planning, tax planning and small business owners. MPM Advisors Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
- Early-career professionals
Facts
| Firm | MPM Advisors Group |
|---|---|
| Based in | Liverpool, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $116.1M across 179 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5824305 |
| Exams passed | Series 63 (2010) · Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mpmadvisorsgroup.com |
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Questions about John
Is John Mahshie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and MPM Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, MPM Advisors Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Mahshie based?
John Mahshie is based in Liverpool, New York.
What does John specialize in?
John's specialties include retirement planning, tax planning, small business owners and family wealth transfer. John works with retirees, pre-retirees, founders, multi-generational families and early-career professionals.
Is John Mahshie registered with the SEC?
Yes. John Mahshie is registered as an investment adviser representative in NY and TX (CRD 5824305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MPM Advisors Group manage?
MPM Advisors Group reports $116.1M across 179 accounts in assets under management.
How do I contact John Mahshie?
Through John's website, www.mpmadvisorsgroup.com.
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
- MPM Advisors 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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