Firm
CMG Financial Consulting, LLC
Scottsdale, Arizona
Fee-only
CMG Financial Consulting, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 116 individual clients, 44 of them high net worth.
- Its average account is about $330,000 (assets it manages divided by its 453 accounts).
- Its ongoing planning fee starts at $5,400 a year, above the Arizona median of $4,800.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | cmgfin.com |
| [email protected] | |
| Phone | (877) 695-8004 |
CMG Financial Consulting, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,400 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$ 450/mo" source
"$ 450/mo" source
"Financial Planning, Tax Planning, and Investment Management up to $500,000 of assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $150 million |
| Individual clients | 72 |
| High-net-worth clients | 44 |
| Accounts managed | 453 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131413) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 288359 |