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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2017
- Office Locations
- 2
Office Locations
About CMG Financial Consulting
CMG Financial Consulting is a fee-only fiduciary RIA focused on physicians and other medical professionals, helping clients balance student loans, cash flow, tax planning, and long-term investing. The firm provides ongoing financial planning and investment management with employer retirement plan guidance via virtual meetings, with transparent published monthly pricing and no commissions. Portfolios are primarily ETF-based (per public filings) and custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Clint Matthias Gossage
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6781780
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonel Joseph Tomines
Investment Advisor
- CRD
- #6746131
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,697,163 | $329,705 |
| Non-Discretionary | $949,984 | $474,992 |
| Total | $149,647,147 | $330,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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