Updated November 20, 2023
Avatar

The Mather Group

Investment Advisor Firm
Total assets under management$8.7B
Years in business13+

About The Mather Group

The Mather Group, LLC (TMG) is a rapidly growing independent financial advisory firm that operates on a fee-only basis. As a registered investment advisory company, TMG offers comprehensive financial planning services, prioritizing the best interests of its clients.

One of the key differentiators for TMG is its commitment to educating investors about fiduciary responsibility. In an era where this responsibility holds greater significance than ever, TMG takes pride in ensuring its clients fully understand the implications and benefits of working with a fiduciary.

TMG provides a range of services including financial planning, retirement planning, tax planning, estate planning, and investment management. They specialize in finding cost-effective investment strategies that align with their clients' goals and risk tolerance. Unlike traditional brokerages that receive commissions or hidden fees from investments, TMG operates on a fee-only basis. This means clients pay for professional financial advice rather than facing additional costs associated with commissions or hidden fees.

The fee-only index approach adopted by the Mather Group allows clients to maximize the growth potential of their portfolios. By avoiding unnecessary fees and expenses, more money is directed towards investments rather than being allocated to brokers' pockets.

For prospective clients concerned about added fees affecting their investments, TMG offers a free investment audit for every new client. This audit aims to uncover any hidden fees associated with existing investments and shed light on the true cost of owning each asset. By highlighting these charges, the Mather Group demonstrates how their investment costs can be significantly lower than other providers.

Overall, the Mather Group distinguishes itself as a fast-growing independent financial advisory firm that prioritizes its clients' best interests through comprehensive financial planning services. Their dedication to educating investors about fiduciary responsibility, combined with their fee-only approach, sets them apart from traditional brokerage firms and ensures that clients can maximize their investment potential while minimizing unnecessary costs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Planning
  4. Estate Planning
  5. Investment Management

More about The Mather Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
15600581

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than The Mather Group.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than The Mather Group.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Are you a financial advisor?Join us

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ