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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-02-1998
- Office Locations
- 1
Office Locations
About Mentor Financial Advisory Group, Ltd.
Mentor Financial Advisory Group is an independent, fee-only RIA providing comprehensive financial planning and investment advisory services for physicians and other professionals. The firm delivers written plans, tax planning, benefits analysis, portfolio monitoring, insurance and estate planning, and debt/cash-reserve guidance. Public filings indicate portfolios are primarily built with ETFs and public funds, with Charles Schwab as a custodian.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
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- Technology
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The full Mentor Financial Advisory Group, Ltd. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TAN KHOA NGO
Chief Compliance Officer, President
- CRD
- #2026078
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,982,865 | -- |
| Total | $87,982,865 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mentor Financial Advisory Group, Ltd. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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