MPM WEALTH ADVISORS

7429 International Drive
Suite A
Holland, Ohio 43528-8623
Tel: 419-861-1400

About MPM WEALTH ADVISORS

MPM WEALTH ADVISORS, formally registered with the SEC as MPM WEALTH ADVISORS. The firm was established in 11/17/1995. They have over 12 offices throughout the country.

MPM WEALTH ADVISORS is a Holland, Ohio based Financial Planning firm with nearly $795,032,688 assets under management, offering retirement planning & investment advisory services to 2403 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104926
SEC#	801-50488
Assets Managed by Firm	$795,032,688
No. of Clients	2403
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (MODEL PORTFOLIO PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	2403	$795,032,688
Individuals (other than high net worth individuals)	849	$209,499,618
High net worth individuals	266	$537,054,179
Pension and profit sharing plans	8	$4,736,640
Charitable organizations	Fewer than 5 clients	$1,928,863
Corporations or other businesses	9	$41,813,388

More Retirement Planning firms in Holland, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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