# Mark Mahshie

> Mark Mahshie is a fee-only financial advisor at MPM Advisors Group in Liverpool, New York. Mark 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $116.1M across 179 accounts
- **Specialties:** Retirement planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Founders, Multi-generational families, Early-career professionals
- **CRD:** 1028856 (https://adviserinfo.sec.gov/individual/summary/1028856)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1985), Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.mpmadvisorsgroup.com/

## Frequently asked questions

### Is Mark Mahshie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

Mark's firm, MPM Advisors Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mark Mahshie based?

Mark Mahshie is based in Liverpool, New York.

### What does Mark specialize in?

Mark's specialties include retirement planning, tax planning, small business owners and family wealth transfer. Mark works with retirees, pre-retirees, founders, multi-generational families and early-career professionals.

### Is Mark Mahshie registered with the SEC?

Yes. Mark Mahshie is registered as an investment adviser representative in NY and TX (CRD 1028856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does MPM Advisors Group manage?

MPM Advisors Group reports $116.1M across 179 accounts in assets under management.

### How do I contact Mark Mahshie?

Through Mark's website, www.mpmadvisorsgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1028856): 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://www.mpmadvisorsgroup.com/): 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.