Mark Mahshie
MPM Advisors Group · Liverpool, New York
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.
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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 1028856 |
| Exams passed | Series 63 (1985) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.mpmadvisorsgroup.com |
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Questions about Mark
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.
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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