William Mullenmeister
Pogson & Matt Wealth Management Group · Phoenix, Arizona
William Mullenmeister is a fee-only financial advisor at Pogson & Matt Wealth Management Group in Phoenix, Arizona. Pogson & Matt Wealth Management Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pogson & Matt Wealth Management Group |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $89.9M across 355 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2809451 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.pogsonmatt.com |
How William's firm compares
- Pogson & Matt Wealth Management Group's average account is about $253,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about William
Is William Mullenmeister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Pogson & Matt Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Pogson & Matt Wealth Management Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Mullenmeister based?
William Mullenmeister is based in Phoenix, Arizona.
Is William Mullenmeister registered with the SEC?
Yes. William Mullenmeister is registered as an investment adviser representative in AZ and TX (CRD 2809451), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pogson & Matt Wealth Management Group manage?
Pogson & Matt Wealth Management Group reports $89.9M across 355 accounts in assets under management.
How do I contact William Mullenmeister?
Through William's website, www.pogsonmatt.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
- 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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