Firm
Mutual Trust Advisory Group
Estero, Florida
Fee-only
Facts
| Based in | Estero, Florida |
|---|---|
| Website | mutualtrustadvisorygroup.com |
| Phone | (239) 204-4333 |
Mutual Trust Advisory Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.95% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"First $1,000,000 .95%" source
"A fully customizable flat-fee engagement spanning the breadth of services offered by the firm" 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 | $166 million |
| Individual clients | 126 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 277060 |